Exencial picked up a $500 million Austin firm in its third acquisition since 2020.

With 15 deals announced and another three the firm says are expected, 2023 stands as the second-most active in WEG’s history.

Ritik Malhotra is the co-founder and CEO at Savvy Wealth.

In the latest RIA news, Carson Group, Lido Advisors, Snowden Lane Partners, Buckingham Strategic Wealth, Savvy Advisors and Cetera all announced deals this week.

After rejoining the protocol earlier this year, Cresset is doing an about face and will leave the agreement effective Jan. 1, suggesting to some legal observers an ownership transition may be on the horizon.

Lincoln National Corp. is shedding its two broker/dealers and RIAs in a deal that adds about 1,450 advisors and $108 billion in assets to Osaic's network.

The deal with New England Pension Plans Systems is Edelman Financial Engine's largest acquisition since 2021.

Silicon Valley Wealth Advisors and Hall Private Wealth Advisors represent Allworth's sixth and seventh deals of 2023 and mark its entry into Southern California.

Minority investment will support succession and technology initiatives for the Austin-based institutional asset manager.

The Portland-based firm sets up shop in Philadelphia to expand support services following a year of record growth along the East Coast.