The tracker · updated throughout the day
Advisor Moves
Every reported move and deal across the industry press, with assets where disclosed. 47 moves and $47B in reported assets over the last 30 days.
| Date | Target | Assets | Acquirer | Location | Source |
|---|---|---|---|---|---|
| Oct 20 | Truing Capital | — | Elevation Point | Las Vegas | WealthManagement.com |
| Oct 20 | Truing Capital Advisors | $750M | Elevation Point | Las Vegas | Citywire RIA |
Every deal this year added up, with the most active acquirers, deals by state and a CSV: the RIA M&A Tracker.
Submit a move
Announcing a move, or see one we haven’t tracked? Send the details. The desk verifies every submission before it’s added.