Mergers and Acquisitions

Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions (or M&A) news.

Mariner Wealth to Buy $500M Pittsburgh RIA

August 13, 2021

Mariner Wealth to Buy $500M Pittsburgh RIA
Wealth Enhancement Group to Add $853M RIA

August 05, 2021

Wealth Enhancement Group to Add $853M RIA
Avantax Scoops Up $1.1B RIA

August 02, 2021

Avantax Scoops Up $1.1B RIA
LPL Tops $1T in Assets and 19,000 Advisors: Q2 Earnings

July 30, 2021

LPL Tops $1T in Assets and 19,000 Advisors: Q2 Earnings
Raymond James Moves to Buy $38B Wealth Firm

July 29, 2021

Raymond James Moves to Buy $38B Wealth Firm
Schwab Cuts More TD Ameritrade Execs

July 27, 2021

Schwab Cuts More TD Ameritrade Execs
Hightower Scoops Up $2B RIA

July 27, 2021

Hightower Scoops Up $2B RIA
Aon and Willis Break Off Merger

July 26, 2021

Aon and Willis Break Off Merger
Mariner, AdvicePeriod to Form $48.1B RIA

July 20, 2021

Mariner, AdvicePeriod to Form $48.1B RIA
RIA Deal Activity Cools in Q2

July 15, 2021

RIA Deal Activity Cools in Q2