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 365 days.
No deals match yet. The tracker fills automatically as stories break.
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.