Tacoma firm acquired by LA wealth manager with $10 billion in assets
Financial ServicesWashingtonAdd-on
Mar 27, 2026
Wealth Management Ria M&A Deals
40 dealsTrack wealth management ria acquisitions and investments within the financial services sector.
Corebridge, Equitable agree $22 billion merger
Financial ServicesTexasMerger
Equitable→Corebridge
Mar 27, 2026
Cambridge Investment Research Acquires WealthPlanners
Financial ServicesArizonaAdd-on
Cambridge Investment Research→WealthPlanners
Mar 27, 2026
Corebridge Financial Combines with Equitable in $22B Merger
Financial ServicesMerger
Corebridge Financial→Equitable
Mar 26, 2026
Bain secures $300m loan to back Australian wealth acquisition
Financial ServicesPlatform
Bain Capital→Perpetual's Australian wealth management unit
Mar 26, 2026
Victory Capital Withdraws Proposal to Acquire Janus Henderson
Financial ServicesOther
Victory Capital→Janus Henderson
Mar 24, 2026
CFM Indosuez Wealth Management SA completed the acquisition of Wealth Management clients of BNP Paribas in Monaco from BNP Paribas SA.
Financial ServicesDivestiture
CFM Indosuez Wealth Management→BNP Paribas wealth management clients
Mar 23, 2026
Cincinnati wealth management firm acquired - WKRC
Financial ServicesKentuckyAdd-on
MCF Advisors→Wealth Planning
Mar 17, 2026
Liontrust to acquire River Global's asset management arm in £9.7m all-share deal - Yahoo Finance UK
Financial ServicesAdd-on
Liontrust→River Global asset management arm
Mar 16, 2026
Abra, a Digital Asset Wealth Management Platform, to Become a Public Company via Business Combination With New Providence Acquisition Corp. III
Financial ServicesOther
Abra
Mar 16, 2026
Trian and General Catalyst Affirm Commitment to Expeditiously Closing Previously Announced All-Cash Acquisition of Janus Henderson Group plc
Financial ServicesGoing Private
Trian→Janus Henderson Group
Mar 11, 2026
Brookfield Corp. (BN) Has Announced the Acquisition of Oaktree Capital in Q4
Financial ServicesMerger
Brookfield→Oaktree Capital
Mar 9, 2026
Wealth Enhancement Announces Acquisition of Advisor Team from TFB Advisors with over $1.2 Billion in Client Assets
Financial ServicesKansasAdd-on
Wealth Enhancement→TFB Advisors advisor team
Mar 5, 2026
Emigrant Bancorp Acquires Fortis Management Group and Launches Emigrant Family Office
Financial ServicesMassachusettsMerger
Emigrant Bancorp→Fortis Management Group
Mar 4, 2026
Chicago RIA acquires Massachusetts wealth manager in its largest acquisition to date
Financial ServicesMassachusettsAdd-on
Chicago RIA
Mar 3, 2026
Wealth Enhancement Announces Acquisition of The H Group and Affiliated Wealth Management Practice
Financial ServicesAdd-on
Wealth Enhancement→H Group
Mar 3, 2026
Aspen Standard Wealth Acquires $1 Billion AUM RIA BlueSky Wealth Advisors
Financial ServicesAdd-on
Aspen Standard Wealth→BlueSky Wealth Advisors
Mar 3, 2026
Schroders agrees £9.9bn takeover by US investor, ending 200 years of family ownership
Financial ServicesGoing Private
Nuveen→Schroders
Feb 12, 2026
FOFA’s latest CPA deal aims to bring family office services to more families - Stock Titan
Financial ServicesMarylandAdd-on
Family Office of America→Toone & Associates
Feb 12, 2026
Dallas Sports Franchise Investor Arctos Inks $1.4B Deal To Be Acquired by KKR - Dallas Innovates
Financial ServicesTexasPlatform
KKR→Arctos Partners
Feb 5, 2026