Mesirow to Acquire LeafHouse Financial Advisors
LeafHouse’s financial advisory business will be integrated into the Mesirow Fiduciary Solutions platform, deepening its distribution reach.
Tag: mergers and acquisitions
Cetera Creates $19B RIA From Merger of Avantax Planning Partners, Retirement Planning Group
The companies are expected to combine by October under a new brand: Cetera Planning Partners.
Kintra Forms From Merger of 6 Wealth Management Firms
The new registered investment adviser has more than $4 billion in assets under management and offices in eight states.
October Three to Offer Broker Educational Content Programs
The consulting and technology firm is acquiring Broker Educational Sales & Training and will offer its continuing education programs for insurance...
LPL, Private Advisor Group to Acquire Mariner Advisor Network
The segment of wealth manager Mariner includes 367 financial advisers and $31 billion in assets under management.
Wealthspire Unit Acquires Retirement Plan Consulting Firm
Fiducient Advisors will add $1.9 billion in assets under management and supervision with the purchase of Axia Advisory.
PlanSync AI Acquires Viserly
The companies’ combined platform aims to ultimately provide an ‘end-to-end experience’ for retirement plan advisers, from plan management to participant...
Carlyle to Acquire Majority Stake in MAI Capital
The transaction values the registered investment adviser at more than $2.8 billion, and MAI employees will continue to hold a minority equity ownership.
January, February Active Months for RIA M&A
Merger-and-acquisition activity is keeping pace with the last couple years, but buyers and sellers are showing they are selective.
Corebridge Financial, Equitable Holdings Merge Into $1.5T AUM, AUA Behemoth
The newly formed company will have 12 million customers and is valued at $22 billion.
Creative Planning Acquires Seattle RIA
Duncan & Haley advises employer-sponsored retirement plans and adds $660 million in assets under management.
Victory Capital Moves to Outbid Trian for Janus Henderson
The bid is 16% greater than Trian Fund Management’s acquisition price for the asset manager.
Fidelity: Private Equity Reigns Over M&A Year
Mergers and acquisitions of RIAs have more than doubled between 2020 and 2025, and nearly three-quarters of last year’s strategic...
RIA M&A Breaks Records in 2025
Last year’s mergers and acquisitions of registered investment advisory firms beat the previous record set in 2024 by 27%, according...
Nuveen Offers to Acquire Schroders for $13.5B
The deal, which will create a firm with nearly $2.5 trillion in assets under management, is expected to close during the...
Cerity Partners to Merge with Verus to Expand Investment Capabilities
The combined firm will have $1.3 trillion in assets and aim to serve a broader range of institutions.
Retirement Advisory M&A Climbed in 2025, Driven by Consolidators
Both MarshBerry and Devoe & Co. tracked the ‘momentum’ behind 2025’s record mergers and acquisitions.
Cerity Partners Merges With Austin Private Wealth
The registered investment adviser, based in Austin, Texas, will operate under Cerity’s name.
Trian, General Catalyst Acquire Janus Henderson for $7.4B
Janus Henderson will keep its current management team, including CEO Ali Dibadj, and main offices in London and Denver.
ISS STOXX Acquires Italian Provider of Data, Sustainability Indexes
ECPI Group SRL, which offers data analysis tool sets for institutional investors, was acquired from Confluence Technologies.