Advisor Channels

Over half of RIA deals done in the third quarter involved selling firms with $1 billion or more in assets, up from the historic average of 30%, according to DeVoe & Company’s latest RIA Deal Book.

The Covenant deal, Captrust’s seventh this year, brings the RIA more scale in Texas and continues its strategy of combining retirement plan services with wealth planning.

You’re considering independence and the potential of taking on a capital partner. Is that the right move, or is there a better way to financially de-risk the leap? Here are five things to consider.

Fairport's deal to acquire FMA Advisory, facilitated by Hightower, will bring its total AUM to $3.9 billion.

Mariner's latest deal expands its presence in Florida and marks the RIA’s seventh acquisition since July.

Mariner's latest deal expands its presence in Florida and marks the RIA’s seventh acquisition since July.

The deal also includes Hibiscus Investments, Landsberg Bennett’s sister brand that serves mass affluent clients—and a structure for a potential next-generation training program to the broader Hightower, according to the announcement.

Dynasty has attracted a Colorado Springs, Colo., team with $300 million in AUM out of Northwestern Mutual with a multi-family-office offering.

The deal also includes Hibiscus Investments, Landsberg Bennett’s sister brand that serves mass affluent clients—and a structure for a potential next generation training program to the broader Hightower, according to the announcement.