RIA M&A Tracker · Monthly recap
RIA M&A in September 2026
Every acquisition, merger and minority stake among RIAs and wealth managers reported in September 2026.
In September 2026, the Financial ADVSR RIA M&A Tracker recorded 2 wealth management deals. Targets in the 1 deal that disclosed assets held $22B in reported assets.
- Deals
- 2
- Reported target assets
- $22B
- Acquirers
- 2
- Most by one buyer
- 1
Where disclosed, in 1 of 2 deals
No buyer did more than one deal
Acquirers in September 2026
| Acquirer | Deals | Reported assets |
|---|---|---|
| 1Wealth Enhancement | 1 | $22B |
| 1Merchant | 1 | — |
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
1 deal didn’t state where the target is based. State names open our RIAs by State pages.
Every deal in September 2026
| Reported | Target | Acquirer | Type | Target assets | Location | Sources |
|---|---|---|---|---|---|---|
| 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 |
Counts deals whose target is an RIA, wealth manager, planning firm or broker-dealer, dated by first report. Assets are as reported, where disclosed. Method and questions: the RIA M&A Tracker. Free to reuse under CC BY 4.0 with credit to Financial ADVSR.