Southgate wealth management firm acquired by Atlanta company on a growth spree - Crain's Detroit Business
Financial ServicesMichiganAdd-on
Merit Financial Advisors→TL Financial Group
Feb 4, 2026
Wealth Management Ria M&A Deals
40 dealsTrack wealth management ria acquisitions and investments within the financial services sector.
Patria Investments Expands U.S. Private Markets Footprint with Strategic WP Global Partners Acquisition - Serrari Group
Financial ServicesAdd-on
Patria Investments→WP Global Partners
Feb 3, 2026
RIA moves: Waverly snaps up $437M Pure Portfolios in Pacific Northwest - InvestmentNews
Financial ServicesOregonAdd-on
Waverly Advisors→Pure Portfolios
Feb 3, 2026
Arax Buys Ohio RIA Managing $1.5 Billion - AdvisorHub
Financial ServicesOhioAdd-on
Arax
Feb 3, 2026
Patria Investments Announces Acquisition of WP Global Partners
Financial ServicesAdd-on
Patria Investments→WP Global Partners
Feb 2, 2026
Janus Henderson Enters Definitive Agreement to Acquire Richard Bernstein Advisors - ABF Journal
Financial ServicesPlatform
Janus Henderson→Richard Bernstein Advisors
Jan 26, 2026
Janus Henderson to acquire Richard Bernstein Advisors - RankiaPro
Financial ServicesNew YorkPlatform
Janus Henderson→Richard Bernstein Advisors
Jan 26, 2026
Janus Henderson Announces Acquisition of Richard Bernstein Advisors
Financial ServicesAdd-on
Janus Henderson→Richard Bernstein Advisors
Jan 23, 2026
RIA moves: Cetera acquires $1.9B Darnall Sikes Wealth Partners - InvestmentNews
Financial ServicesAdd-on
Cetera→Darnall Sikes Wealth Partners
Jan 22, 2026
Allworth Financial Acquires Grunden Financial Advisory, Expanding Its Footprint in North Texas
Financial ServicesCaliforniaAdd-on
Allworth Financial→Grunden Financial Advisory
Jan 20, 2026
Angeles Wealth Acquires XO Capital to Launch Family Office - Barron's
Financial ServicesCaliforniaPlatform
Angeles Wealth→XO Capital
Jan 15, 2026
Angeles Wealth makes maiden acquisition with XO Capital deal - InvestmentNews
Financial ServicesAdd-on
Angeles Wealth→XO Capital
Jan 13, 2026
$2.7B Angeles Wealth Makes First Acquisition to Seed Family Office - Wealth Management
Financial ServicesCaliforniaAdd-on
Angeles Wealth→XO Capital
Jan 13, 2026
Creative Planning Acquires First International RIA, Baseline Wealth Management
Financial ServicesAdd-on
Creative Planning→Baseline Wealth Management
Jan 13, 2026
Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office
Financial ServicesAdd-on
Angeles Wealth Management→XO Capital
Jan 13, 2026
Castle Island Wealth successfully completes acquisition of Longhorn Investments - EIN Presswire
Financial ServicesFloridaAdd-on
Castle Island Wealth→Longhorn Investments
Jan 7, 2026
PE-backed Verso Wealth acquires Midlands-based advice firm Everlong - Citywire
Financial ServicesAdd-on
Verso Wealth→Everlong
Jan 7, 2026
Mariner adds Pittsburgh wealth management firm with $360M in assets
Financial ServicesPennsylvaniaAdd-on
Mariner
Jan 7, 2026
MetLife Investment Management announces completed acquisition of PineBridge Investments - ROI-NJ
Financial ServicesNew JerseyPlatform
MetLife Investment Management→PineBridge Investments
Dec 31, 2025
MetLife Investment Management Finalizes Acquisition of PineBridge
Financial ServicesOther
MetLife Investment Management→PineBridge
Dec 30, 2025