These Firms Gained the Most Advisors Since 2021
By Michael S. FischerThe number of firm-switching advisors increased by nearly 4,000 in 2025 from a year earlier, new research finds.
May 05, 2026
RIA Deals Hit a Quarterly Record. Here's What's Selling.Emerging trends include overseas expansion, AI investment and acquisitions to build holistic platforms, Echelon reports.
May 04, 2026
Allworth Financial Adds New Investor in Its Third Funding RoundThe $35 billion RIA has entered into a strategic investment partnership co-led by Integrum Holdings.
May 04, 2026
AmeriFlex Rolls Out Succession PlatformThis follows Cambridge Investment Research's January announcement of a strategic minority stake in the advisor-owned hybrid RIA.
May 04, 2026
Average Yearly Financial Planning Fee Surges 52% in 3 YearsFlat fees have risen by 15% since 2023, Envestnet reports, while subscription fees have reached $595 per month.
April 29, 2026
Cetera Launches National Employee-Advisor RIACetera Planning Partners, part of Jennifer Hanau's RIA and Branches channel, will have about $19 billion in AUA.
April 28, 2026
Carlyle Gives MAI More Fuel for Its M&A Push"We're at the end of the beginning," the $75 billion RIA's CEO, Rick Buoncore, tells ThinkAdvisor.
April 24, 2026
Modern Wealth Acquires $1B Brown & Co.This is the California-based RIA's second such deal this month.