Deals

Ownership deals as the SEC filings show them, and the deals reported in the news, side by side.

Oct 20$1.0B
Wealthspirebuys Atlantic Swiss, London
WealthManagement.com
Oct 20Deal
Robertson Stephensbuys Alpha Investment Consulting Group, Milwaukee
WealthManagement.com
Oct 20$1.0B
Beacon Pointebuys WorthPointe Financial Planners
Citywire RIA · Wealth Solutions Report
Oct 20$150M
Beacon Pointebuys R Meier Wealth Management
Citywire RIA
Oct 20$200M
Beacon Pointebuys Silver Lake Capital Partners
Citywire RIA

Most active acquirers, 2026

1Beacon Pointe3 deals · $1.4B reported
2Sammons3 deals
3Cerity Partners3 deals
4Wealth Enhancement1 deal · $22B reported
5FTV Capital1 deal · $14B reported
6Willow Tree, nFleXion Capital1 deal · $8.5B reported
7CohnReznick1 deal · $8.0B reported
8Cresset1 deal · $7.7B reported
9Constellation1 deal · $6.0B reported
10Concurrent1 deal · $5.4B reported
11CAPTRUST1 deal · $3.0B reported
12LNC Partners1 deal · $1.6B reported
13Merit Financial1 deal · $1.1B reported
14The Bahnsen Group1 deal · $1.1B reported
15Wealthspire1 deal · $1.0B reported
16Trilogy Capital1 deal · $1.0B reported
17KDI Wealth Management1 deal · $1.0B reported
18Aspen Standard Wealth1 deal · $1.0B reported
19Annex Wealth Management1 deal · $765M reported
20Elevation Point1 deal · $750M reported
21Carson1 deal · $410M reported
22AlphaCore1 deal · $400M reported
23Robertson Stephens1 deal
24Goldman Sachs1 deal

New owners on file: a firm’s Form ADV Schedules A and B newly naming an outside company with a 25%+ stake or control (renamed holding companies of the firm itself are left out). Not every change is a sale; read the firm’s filing for the details.

25

Bluespring Wealth

1 deal