Tag: mergers and acquisitions

While DeVoe & Co. found advisory firm buyers expect a decrease in acquisition valuation this year, other consulting firms did not anticipate such a decline.

The venture capital firm, California’s public pension fund and other investors are reportedly paying $2.8 billion for the asset manager.

Experts say an advisory firm founder can optimize operations over several years to increase the firm’s attractiveness to buyers.

David Karr will lead the combined company’s wealth management business.

A study shows more than 39,000 financial advisers changed firms in 2025, marking a third straight year of increased movement.

The acquisition of the Pittsburgh-based retirement solutions provider is expected to close in the third quarter of the year.

Fi3, which has approximately $1.2 billion in assets under management, will operate with the same client and firm leadership team.

LeafHouse’s financial advisory business will be integrated into the Mesirow Fiduciary Solutions platform, deepening its distribution reach.

The companies are expected to combine by October under a new brand: Cetera Planning Partners.

The new registered investment adviser has more than $4 billion in assets under management and offices in eight states.

The consulting and technology firm is acquiring Broker Educational Sales & Training and will offer its continuing education programs for insurance...

The segment of wealth manager Mariner includes 367 financial advisers and $31 billion in assets under management.

Fiducient Advisors will add $1.9 billion in assets under management and supervision with the purchase of Axia Advisory.

The companies’ combined platform aims to ultimately provide an ‘end-to-end experience’ for retirement plan advisers, from plan management to participant...

The transaction values the registered investment adviser at more than $2.8 billion, and MAI employees will continue to hold a minority equity ownership.

Merger-and-acquisition activity is keeping pace with the last couple years, but buyers and sellers are showing they are selective.

The newly formed company will have 12 million customers and is valued at $22 billion.

Duncan & Haley advises employer-sponsored retirement plans and adds $660 million in assets under management.

The bid is 16% greater than Trian Fund Management’s acquisition price for the asset manager.

Mergers and acquisitions of RIAs have more than doubled between 2020 and 2025, and nearly three-quarters of last year’s strategic...