Miami-based Corient has struck one other deal, asserting on Wednesday that it’s buying New York Metropolis-based Summit Path Advisors, a dually registered RIA managing greater than $21 billion in...
AlphaCore Wealth Advisory, a La Jolla, California-based agency managing round $10 billion in belongings, has notched its second deal this yr because it bought an RIA with $700 million...
Corient, a Miami-based RIA aggregator overseeing round $535 billion in shopper property, has agreed to amass a New York Metropolis-based RIA with nearly $5 billion in property, in accordance...
A crew led by a father-and-son duo overseeing $1.four billion at Baird Wealth Administration has departed the regional agency to affix nascent RIA Xcelsior Advisor Companions. Stanley M. and...
Arax Funding Companions, a New York Metropolis-based RIA rollup that has amassed round $43 billion in shopper property since launching in 2022, is shopping for a New Jersey-based RIA...
Indivisible Companions, an RIA launched in early 2025 by a gaggle of former Merrill Lynch executives, added a California agency managing $800 million in belongings, in accordance with an...
Dealmaking amongst registered funding advisory companies reached a report tempo within the first half of 2026, however the business’s most acquisitive patrons more and more consider that the decade-long...
Caprock, a Boise, Idaho-based RIA with round $17 billion in consumer belongings, has made its second acquisition in its 21-year historical past. Caprock purchased Austin, Texas-based Venturi Non-public Wealth,...
Choreo, which oversees round $28.6 billion in shopper belongings, introduced its third acquisition of the 12 months on Wednesday because it added an RIA managing $700 million in shopper...
Aspen Customary Wealth, a two-year-old RIA aggregator primarily based in New York Metropolis, has notched its eighth take care of the acquisition of a agency managing roughly $1.three billion,...