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Savant Moves into Florida with $440M FirstWave Financial
Jan 04, 2024
The deal with FirstWave represents Savant's 11th acquisition in the last year.
Kestra Financial
Kestra Private Wealth Services Snags Edward Jones Advisor in Oklahoma
Jan 04, 2024
Will Gungoll left Edward Jones to create Buffalo Capital, a name that honors his Native American heritage and community in Enid, Okla.
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Sponsored Content
The New World of RIA Firm M&A: A 2023 RIA Edge Study
Apr 12, 2024
Explore the 2023 RIA Edge Study to gain a comprehensive understanding of the changing environment, emerging opportunities, and strategic considerations in the realm of RIA firms.
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Waverly Advisors Announces Largest Deal Yet
Jan 03, 2024
The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets.
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Mercer Advisors Acquires $465M Colorado Firm
Jan 03, 2024
Transitions Wealth Management serves approximately 400 clients and is based out of Denver.
Peter Raimondi
Dakota Acquires $350M Massachusetts RIA
Jan 02, 2024
The deal with C2C Wealth Management represents Dakota’s fourth transaction since June 1, and third office in Massachusetts.
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Hybrid IBD CoastalOne Rebrands to Realta
Jan 02, 2024
The rebrand comes as the $3.3 billion AUM firm aims to broaden its appeal to a wider swath of advisors and increase recruiting.
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Mariner Acquires $360M California Firm
Jan 02, 2024
Confluence Financial Planning’s six associates will continue to operate out of their Sacramento office. It’ll be Mariner’s first location in the city, and 15th in California.
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2024: The Year of the Creative RIA Deal
Dec 22, 2023
Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.
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