Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Atria Co-Founders to Exit LPL
By Janet LevauxCEO Doug Ketterer and COO Eugene Elias Jr. depart the firm this month and in June, respectively.
April 04, 2025
RIA M&A Deals Surge to Q1 Record: DeVoeGrowth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.
April 02, 2025
Cerity Partners Adds $1.9B West Coast FinancialThe Santa Barbara-based RIA will enhance Cerity’s ability to deliver alternative investment offerings, including in real estate.
April 01, 2025
Dual Acquisitions Bring Nearly Another $1B to MercerOne deal brings the RIA its first offices in Kentucky, while the other expands its presence in Tennessee.
April 01, 2025
Sequoia Acquires $4B Wealth and Tax FirmThe addition of Carlson Capital Management is the financial group's ninth completed deal since 2023.
March 31, 2025
Recruiter Tells Commonwealth, LPL Advisors: Don't PanicWhile the acquisition will have broad implications, LPL is an "absolute pro" at integrating advisors, Louis Diamond says.
March 31, 2025
LPL Is Buying Commonwealth for $2.7B. What Happens Next?The integration of the two firms' cultures and technology "presents significant hurdles," tech consultant Craig Iskowitz says.
March 21, 2025
9 Most Active Acquirers in Wealth: 2024Volume hit a record high of 366 deals, with average assets per transaction of $1.4 billion, Echelon found.