Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
6 Firms to Merge Into New $4B RIA
By Rob BurgessFive of the founding firms of Kintra are current or former Commonwealth affiliates
April 21, 2026
Baird Adds $1B Team in IndianapolisThe three-person team was previously at Goelzer Investment Management in Carmel, Indiana.
April 14, 2026
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Why LPL's Mariner Advisor Network Acquisition Is a Big Deal"The line between hosting advisors and owning advisor networks is getting thinner," said Datos Insights' William Trout.
April 14, 2026
LPL to Acquire Mariner's $31B Advisor NetworkLPL-affiliated Mariner Advisor Network supports 367 advisors, including hybrid pros who will shift to Private Advisor Group's hybrid RIA.
April 13, 2026
Morningstar to Sell Data Aggregator ByAllAccountsThe buyer, Pello Companies, provides fintech startups and growth companies with strategic advisory services and access to investment.
April 09, 2026
Corient Acquires $5.6M RIAChicago-based Vivaldi Capital Management serves high- and ultra-high-net-worth clients.
April 07, 2026
Hightower Acquiring $3.2B Lexington WealthThe group being bought employs 25 professionals, including 16 advisors.
March 31, 2026
Middle-Market RIAs Hit M&A Inflection Point: ReportA measurable gap exists between the firms that command a premium and those that do not, research finds.