Financial ADVSR data · Updated October 20, 2026
RIA M&A Tracker 2026
Every reported acquisition, merger and minority stake among RIAs and wealth managers this year, with the buyer, the assets where disclosed and the source.
So far in 2026, the Financial ADVSR RIA M&A Tracker recorded 30 wealth management deals since tracking began in September 2026. Targets in the 21 deals that disclosed assets held $77.3B in reported assets.
- Deals in 2026
- 30
- Reported target assets
- $77.3B
- Acquirers
- 24
- October
- 28
Where disclosed, in 21 of 30 deals
Deals this month
Deals by month, 2026
- Jan: not tracked
- Feb: not tracked
- Mar: not tracked
- Apr: not tracked
- May: not tracked
- Jun: not tracked
- Jul: not tracked
- Aug: not tracked
- 2Sep: 2 deals
- 28Oct: 28 deals
- Nov: still to come
- Dec: still to come
One deal $1 billion or more in reported target assets Before tracking began
Most active acquirers, 2026
| Acquirer | Deals | Reported assets |
|---|---|---|
| 1Beacon Pointe | 3 | $1.4B |
| 1Sammons | 3 | — |
| 1Cerity Partners | 3 | — |
| 4Wealth Enhancement | 1 | $22B |
| 4FTV Capital | 1 | $13.7B |
| 4CohnReznick | 1 | $8B |
| 4Cresset | 1 | $7.7B |
| 4Constellation | 1 | $6B |
| 4Concurrent | 1 | $5.4B |
| 4CAPTRUST | 1 | $3B |
| 4LNC Partners | 1 | $1.6B |
| 4Merit Financial | 1 | $1.1B |
Ranked by deals; firms with the same count share a rank and are listed by reported target assets. Linked names open our firm hub or SEC profile.
Where the targets are
16 deals didn’t state where the target is based. State names open our RIAs by State pages.
Every deal in 2026
| Reported | Target | Acquirer | Type | Target assets | Location | Sources |
|---|---|---|---|---|---|---|
| Oct 20 | Atlantic SwissOct 20 · Acquisition · London | AcquirerWealthspire | Acquisition | $1B | London | WealthManagement.com |
| Oct 20 | WorthPointe Financial PlannersOct 20 · Acquisition | AcquirerBeacon Pointe | Acquisition | $1B | — | Citywire RIAWealth Solutions Report |
| Oct 20 | R Meier Wealth ManagementOct 20 · Acquisition | AcquirerBeacon Pointe | Acquisition | $150M | — | Citywire RIA |
| Oct 20 | Silver Lake Capital PartnersOct 20 · Acquisition | AcquirerBeacon Pointe | Acquisition | $200M | — | Citywire RIA |
| Oct 20 | Truing Capital AdvisorsOct 20 · Minority stake · Las Vegas | InvestorElevation Point | Minority stake | $750M | Las Vegas | Citywire RIAWealthManagement.com |
| Oct 16 | Kingsview PartnersOct 16 · Minority stake | InvestorFTV Capital | Minority stake | $13.7B | — | Citywire RIA |
| Oct 14 | Aldrich WealthOct 14 · Acquisition · West Coast | AcquirerCohnReznick | Acquisition | $8B | West Coast | WealthManagement.com |
| Oct 14 | Denver RIAOct 14 · Minority stake · Denver | InvestorLNC Partners | Minority stake | $1.6B | Denver | Citywire RIA |
| Oct 14 | Truist Investment ServicesOct 14 · Acquisition · Winston-Salem | AcquirerCAPTRUST | Acquisition | $3B | Winston-Salem | AdvisorHub |
| Oct 14 | Marietta Investment PartnersOct 14 · Acquisition · Milwaukee | AcquirerAnnex Wealth Management | Acquisition | $765M | Milwaukee | Citywire RIA |
| Oct 13 | WealthcareOct 13 | AcquirerSammons | Deal | Not disclosed | — | WealthManagement.com |
| Oct 13 | NorthRock PartnersOct 13 | AcquirerSammons | Deal | Not disclosed | — | WealthManagement.com |
| Oct 13 | Beacon Capital ManagementOct 13 | AcquirerSammons | Deal | Not disclosed | — | WealthManagement.com |
| Oct 13 | Family Wealth CounselingOct 13 · Acquisition | AcquirerBluespring Wealth | Acquisition | Not disclosed | — | ThinkAdvisor |
| Oct 9 | BakerAvenueOct 9 · Acquisition | AcquirerConstellation | Acquisition | $6B | — | WealthManagement.com |
| Oct 9 | Foran Financial GroupOct 9 · Acquisition · Somerville | AcquirerCarson | Acquisition | $410M | Somerville | InvestmentNews |
| Oct 8 | Mountain Capital Investment AdvisorsOct 8 · Acquisition · Colorado | AcquirerTrilogy Capital | Acquisition | $1B | Colorado | Citywire RIAAdvisorHubWealth Solutions Report |
| Oct 7 | Moldenhauer & AssociatesOct 7 · Acquisition · Western NY | AcquirerMerit Financial | Acquisition | $1.1B | Western NY | WealthManagement.comAdvisorHub |
| Oct 7 | Blue RockOct 7 · Acquisition · Sussex County | AcquirerAlphaCore | Acquisition | $400M | Sussex County | InvestmentNews |
| Oct 7 | Family Wealth CounselingOct 7 · Acquisition | AcquirerKDI Wealth Management | Acquisition | $1B | — | InvestmentNews |
| Oct 6 | Hightower NaplesOct 6 · Acquisition · Naples, Florida | AcquirerThe Bahnsen Group | Acquisition | $1.1B | Naples, Florida | WealthManagement.com |
| Oct 6 | Cullen Investment GroupOct 6 · Acquisition · Louisiana | AcquirerAspen Standard Wealth | Acquisition | $1B | Louisiana | InvestmentNews |
| Oct 5 | National Advisors TrustOct 5 · Acquisition | AcquirerCresset | Acquisition | $7.7B | — | WealthManagement.com |
| Oct 2 | SavvyOct 2 | AcquirerFidelity | Deal | Not disclosed | — | RIABiz |
| Oct 1 | Echo Wealth ManagementOct 1 · Acquisition · Minneapolis | AcquirerCerity Partners | Acquisition | Not disclosed | Minneapolis | InvestmentNews |
| Oct 1 | Compass Wealth ManagementOct 1 · Acquisition · Atlanta | AcquirerCerity Partners | Acquisition | Not disclosed | Atlanta | InvestmentNews |
| Oct 1 | Cornerstone CapitalOct 1 · Acquisition · Bay Area | AcquirerCerity Partners | Acquisition | Not disclosed | Bay Area | InvestmentNews |
| Oct 1 | Spire Investment PartnersOct 1 · Acquisition · Virginia | AcquirerConcurrent | Acquisition | $5.4B | Virginia | WealthManagement.com |
| Sep 30 | IronbarkSep 30 · Minority stake | InvestorMerchant | Minority stake | Not disclosed | — | WealthManagement.com |
| Sep 30 | RWA Wealth PartnersSep 30 · Acquisition · Boston | AcquirerWealth Enhancement | Acquisition | $22B | Boston | InvestmentNewsWealthManagement.com |
Target assets are as reported when the deal was announced. Each source link opens the original story. Advisor-by-advisor moves are on Advisor Moves; the deal view of that tracker is here.
Month by month
- RIA M&A in October 202628 deals so far
- RIA M&A in September 20262 deals
Cite this
Financial ADVSR, “RIA M&A Tracker 2026,” updated October 20, 2026, https://www.financialadvsr.com/data/ria-m-and-a
How we built this
Financial ADVSR reads every story from the wealth management outlets on our wire as it is published and records each reported deal: the buyer, the firm being bought or invested in, the target’s assets and location when the story states them, the type of deal and a link to the story. A deal reported by several outlets is counted once, on the date of its first report, with every story linked. The totals count deals whose target is an RIA, wealth manager, financial planning firm or broker-dealer; deals for asset managers, technology providers and other firms appear in the log but not in the totals. Tracking began in September 2026, so earlier months aren’t counted.
What it doesn’t show
- Deals no outlet on our wire reported, which tend to be the smallest. The count is a floor, not a census.
- Assets for deals that didn’t disclose them. The total is reported assets where disclosed; it is not the value of the deals.
- Whether a deal closed. Dates are when the deal was first reported, which is usually its announcement.
The data is free to use under CC BY 4.0 with credit to Financial ADVSR. A deal we missed, or a correction: submit it or contact the editors.
Questions
How many RIA deals have there been in 2026?
The Financial ADVSR RIA M&A Tracker has recorded 30 RIA and wealth management deals reported in 2026, counting from September 2026, when tracking began. It counts deals reported in the wealth management press, so it is a running log rather than a complete census.
What is the largest RIA deal of 2026?
Among deals that disclosed the target’s assets, the largest the tracker has recorded is Wealth Enhancement’s deal for RWA Wealth Partners, reported at $22B in assets (September 30, 2026). Many deals don’t disclose assets, so a larger undisclosed deal is possible.
How much in assets changed hands?
$77.3B across the 21 of 30 deals that disclosed the target’s assets. The figure is reported assets where disclosed, not a market total.
Where does the data come from?
Deals reported by wealth management news outlets, read from their headlines and summaries as they are published. Each deal links to the stories that reported it. A deal reported by several outlets is counted once.
Can I use this data?
Yes. The data is free to reuse under CC BY 4.0 with credit to Financial ADVSR and a link to this page. Download the CSV from the deal log.