Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Ascentis Adds 4 Raymond James Firms With Combined $1B AUM
By Rob BurgessCapital Waypoint, Citrus Wealth Management, Impact Financial Strategies and Rooted Wealth Management have been a unified branch since 2022.
October 07, 2026
Cresset to Acquire National Advisors TrustThe firm, with $7.7 billion in assets under administration, will continue to operate as an independent trust company.
October 06, 2026
Aspen Standard Wealth Acquires $1B Louisiana FirmThe addition of Cullen boosts the AUM managed by the RIAs that the aggregator has acquired to $16 billion.
October 02, 2026
Wealth Enhancement Acquires $22B RWA Wealth PartnersAfter closing, the independent firm will have over $187.1 billion in client advisory, trust and brokerage assets.
October 01, 2026
$1.3B UBS Team Moves to FiNetThe Ohio-based firm joins the Wells Fargo indie channel's Ascend Advisory Group.
September 28, 2026
NewEdge Nabs $1.25B Minnesota Team From UBSNewEdge Wealth now has more than 70 advisors serving UHNW clients across 22 locations.
September 24, 2026
RIA Deals on Track to Fall in Q3: DeVoeThe dip, according to new data, follows a seven-quarter streak of record-setting activity.
September 23, 2026
Captrust Picks Up $1.2B With Two-Firm DealNew York-based Compass Advisors and Long Island Wealth Management have joined the RIA, bringing seven advisors.