Focus Announces Acquisition of EverNest Financial Advisors - The Joplin Globe
Financial ServicesAdd-on
Focus→EverNest Financial Advisors
May 28, 2026
Wealth Management Ria M&A Deals
99 dealsTrack wealth management ria acquisitions and investments within the financial services sector.
Futu Repurchased Approximately US$160 Million ADSs in Share Repurchase
Financial ServicesOther
Futu
May 23, 2026
HIG Capital boosts wealth management capital raising with triple hire
Financial Services
HIG Capital
May 22, 2026
Steele Capital Management announces acquisition of Streff Wealth Management - Business Record
Financial ServicesAdd-on
Steele Capital Management→Streff Wealth Management
May 20, 2026
I/A - Franklin Lexington Private Markets Fund (0002008602) (Subject) — SEC SC TO Filing
Financial ServicesConnecticutOther
Franklin Lexington Private Markets Fund
May 20, 2026
Business Moves: Vienna Insurance Purchases Nuernberger; Liberty Mutual Raises Stake in India Unit; Aon’s NFP Buys Irish Private Wealth Specialist; Gallagher Buys UK Law Firm
Financial ServicesAdd-on
NFP→Metis Ireland
May 18, 2026
VIRTUS INVESTMENT PARTNERS, INC. — SEC 8-K/A Filing
Financial ServicesConnecticutPlatform
Virtus Investment Partners→Keystone National Group
May 14, 2026
Corient Announces Acquisition Of Capital Advisors, Expanding Its Presence Across The U.S. Southwest - Pulse 2.0
Financial ServicesOklahomaAdd-on
Corient→Capital Advisors
May 13, 2026
Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest - The Joplin Globe
Financial ServicesAdd-on
Corient→Capital Advisors
May 13, 2026
Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest - Business Wire
Financial ServicesAdd-on
Corient→Capital Advisors
May 13, 2026
South Carolina wealth firm acquires Delafield advisor in first Wisconsin move - The Business Journals
Financial ServicesSouth CarolinaAdd-on
Delafield advisor
May 8, 2026
Wealth Enhancement Announces Acquisition of Sherpa Wealth Strategies, a Hybrid RIA with $108 Million in Client Assets - PR Newswire
Financial ServicesAdd-on
Wealth Enhancement→Sherpa Wealth Strategies
May 7, 2026
Abacus Global Management, Inc. (ABX, ABXL) — SEC 8-K Filing
Financial ServicesFloridaAdd-on
Abacus Global Management→Manning Napier
May 7, 2026
WTW completes acquisition of Cushon following FCA approval - Professional Pensions
Financial ServicesAdd-on
WTW→Cushon
May 5, 2026
Merit Financial Advisors Announces Acquisition of Pradel Financial Group, Expanding its Presence in the Pacific Northwest - PR Newswire
Financial ServicesGeorgiaAdd-on
Merit Financial Advisors→Pradel Financial Group
May 5, 2026
Wealth Enhancement Announces Acquisition of Lake Tahoe Wealth Management, an Independent RIA with $318 Million in Client Assets - The Daily Tribune News
Financial ServicesGeorgiaAdd-on
Wealth Enhancement→Lake Tahoe Wealth Management
May 5, 2026
WTW completes acquisition of Cushon, consolidating its position as 4th largest master trust provider in the U.K.
Financial ServicesAdd-on
WTW→Cushon
May 5, 2026
Reverence Capital Partners’ Osaic gets $2bn of new capital through Ares, Lexington-led CV, recapitalisation
Financial ServicesRecapitalisation
Ares→Osaic
May 5, 2026
Lazard to acquire Campbell Lutyens for USD 575 million, to set up private capital advisory unit - Prop News Time
Financial ServicesPlatform
Lazard→Campbell Lutyens
May 5, 2026
Mountain Holding, Inc. — SEC S-4 Filing
Financial ServicesTexasMerger
May 5, 2026