Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Sequoia Financial Buys Wealth Team From Large Accountant
By John ManganaroThe deal also includes a strategic partnership that will see both firms support the needs of shared clients.
August 20, 2024
CW Advisors Buys $1.2B Fee-Only RIAThis is the firm's largest deal since kicking off its acquisition strategy in 2023 after private equity backing.
August 20, 2024
Duran's Rise Growth Makes First RIA InvestmentIt is acquiring a minority stake in Bleakley Financial, which works with nearly $10 billion in assets and is based in Fairfield, New Jersey.
August 15, 2024
Vanilla Estate Planning Platform Wins Backing From Edward JonesVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 14, 2024
$630M Advisor Team Joins Commonwealth From OsaicKrueger Financial Services has three advisors and is based in Tempe, Arizona.
August 05, 2024
$3.6B West Coast RIA to Join Colony GroupThe two Focus Financial affiliates are forming a combined entity with some $114 billion in assets.
August 01, 2024
Bluespring Buys $1.35B Wealth ShopThe deal with Rodgers & Associates Wealth Advisors brings the company's stable of partner firms to 27.
July 23, 2024
KKR to Buy Janney Montgomery Scott From Penn MutualJanney will become a standalone private company that will continue to operate independently.