Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Corient Acquires $7.8B Capital Advisors
By Rob BurgessThe firm's principals will become Corient partners upon closing, expected later this quarter.
May 05, 2026
Sowell Launches 'Family Office Lite,' Advisor Partnership ProgramMerchant has agrees to provide funding for future M&As to the RIA led by Bill Sowell.
May 05, 2026
RIA Deals Hit a Quarterly Record. Here's What's Selling.Emerging trends include overseas expansion, AI investment and acquisitions to build holistic platforms, Echelon reports.
April 24, 2026
Modern Wealth Acquires $1B Brown & Co.This is the California-based RIA's second such deal this month.
April 23, 2026
Hightower to Acquire $9.5B Bahnsen GroupThe wealth management practice is based in California and has seen over 30% annual organic growth.
April 22, 2026
6 Firms to Merge Into New $4B RIAFive of the founding firms of Kintra are current or former Commonwealth affiliates
April 22, 2026
Capital Group CEO Sees More M&A ComingMore consolidation is coming as active funds react to being squeezed by passive investment products, says Mike Gitlin.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.