Reading List

Deals & Recruiting Roundup: Corient, Osaic, LPL, Arch, Lido And More

Soltis Investment Advisors Acquires Artifex Financial Group To Expand Midwest Presence

EP Wealth Adds $900M Opes Wealth Team in Northern California Push

EP Wealth Advisors expands Northern California presence with the acquisition of Opes Wealth Management

Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, Janus Henderson, Others

EP Wealth lands fifth deal of 2026 in Silicon Valley

EP Wealth Advisors Acquires $900 Million Firm Opes Wealth Management

EP Wealth Buys $900M AUM Silicon Valley RIA

How AI is reshaping M&A evaluation and execution in wealth management

Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Jackson Wealth Management, Harbourfront Wealth, Others

Deals & Moves: Sanctuary Lands Father-Son Merrill Breakaway

Soltis Investment Advisors Grows Midwest Team with Addition of Ohio-Based Artifex Financial Group

Sellers are dumping RIA rollups in 2026 after 20 years of mostly a land-grab M&A movement, but it could also be shifting into higher gear, with Carlyle joining Bain, KKR and other giants

People moves: Mercer Advisors, Alaris Acquisitions bring in new M&A leaders

Who's Moving Where In Wealth Management? – RBC Wealth Management – US, Alaris, Riverpoint

M&A consultancy Alaris taps new biz dev head

Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development

Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development

People Moves: Janney Adds Two FNB Advisors, Alaris Hires M&A Vet

Alaris Acquisitions Names Tony Leonard Managing Director of Business Development

Alaris Acquisitions Appoints Tony Leonard As Managing Director Of Business Development

Modern Wealth Management Announces Asset Purchase Agreement With Brown And Company

Modern Wealth Acquires $1B Brown & Co.

Denver’s $1 billion LPL affiliate Brown & Company exits for Modern Wealth RIA

Modern Wealth adds $1bn LPL team

Deal & Moves: Integrated Partners Lures $609M BXB from Ameriprise

The Fee-Only Model Isn’t Conflict-Free. It’s Just Differently Conflicted

Deals Of The Day: The Latest In Wealth Management M&A – Savant, Exencial, Heller, EP Wealth, Others

EP Wealth Expands On East Coast, Adding $418M AUM RIA In Maryland

Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers

Advisory M&A News – 1/21/2026

Prime Capital Financial, Allworth Acquire $500M-Plus RIAs

The Mather Group Adds $300M NJ Advisory Firm Through Partnership

Red Bank-based Hogan-Knotts Financial Group joins The Mather Group

Deals Of The Day: The Latest In Wealth Management M&A – TMG, Hogan Knotts

The Mather Group announces partnership with Hogan-Knotts

The Mather Group Partners With $300+ Million AUM Firm Hogan-Knotts

Deal & Moves: Integrated Snags RIA, IBD Prospera Lands Wells Fargo Team

The Real Problem Behind Succession Planning

The Secret to a Successful Firm? Invest in Company Culture

Modern Partners with Petso Financial

AI Usage Top Priority for SEC Examiners in 2025

For a Better M&A Deal Think Marriage, Not Auction

Striking the Right Balance Between Margins and Compensation

Basic Valuation Math

How a Marketing-first Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA

AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years

Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028

Demystifying the Independence Conundrum – With Dean Barber of Modern Wealth Management

Six Considerations for Ensuring the Right Business Exit

Opinion: M&A Math Reveals Misleading Multiples

Opinion: What Is the Point of Growth for RIAs?

Get Your Organic Growth Process In Order Before Pursuing M&A

Joe Duran: These 4 Pillars Are the ‘SOUL’ of Organic Growth

Financial Auction vs Cultural Conviction

Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA

Know Your Worth | Ted Motheral

Expansion of Capabilities– With Kevin Corbett of Mariner Wealth Advisors

The Alaris Advantage: How M&A Advisors Create Value

Opinion: Financial Auctions Aren't Suitable for RIA M&A

Know Your Worth | Jacqueline Martinez

M&A Roundtable: Alaris Process, a Buyer and Seller's story

Opinion: The Dirty Little Secret About RIA Organic Growth

Buyer Autonomy Differences – With Arthur Ambarik & Brent Brodeski

Are Toxic Cultures the Silent Killers of the Asset Management Industry?

Internal Transactions Are Still an Option for RIAs

Buyer Lifecycle Differences – With C.J. Rendic & Scott Holsopple

How to Differentiate Between Buyers' Deal Structures - Minority Interest Versus Full Acquisition?

Block Out Time in Your Schedule for Growth

What Happens After You Have Signed the LOI? With Michael Belluomini, VP M&A at Carson Group

A Seller's Perspective on Their M&A Experience. With Shawn Meade, Formerly Redwood Wealth Management.

The Role of Practice Management in Choosing a Buyer in the M&A process. With Stephanie Bogan

Buyer Sources of Capital: Private Equity. With Matt Brinker, MP at Merchant Investment Management

Decoding Organic Growth: The Buyer's Perspective - The Buyer's Boardroom With Pat McClain.

What Makes a Seller More, or Less Attractive? - The Buyer's Boardroom with Matt Cooper

The Inaugural Podcast - Let's Get Deal Ready! - The Buyer's Boardroom

Leveraging Insights in Your Firm’s P&L Statement to Maximize Your Valuation

Where are RIA Valuations Going? Featuring Allen Darby, CEO of Alaris Acquisitions

Accelerating Growth Through Partnerships, Model FA interviews Allen Darby

Selling Your RIA? Five Ways to Bridge the Valuation Gap

Deals Of The Day: The Latest In Wealth Management M&A – Modern Wealth, Brown, Carson

What’s the Deal with the Rise of Sub-Acquisitions?

Top Financial Professionals in the US | Jacqueline Martinez named to Hot List

Death by 5,000 cuts': How Alaris is taking aim at RIA deal frustration

Finding the Perfect Partner: Culture and Data in M&A with Jacqueline Martinez

Alaris Acquisitions Launches First-of-Its-Kind Buyer Portal, Redefining RIA M&A Connectivity

The Matchmakers of Wealth Management: How Alaris Is Transforming the Advisor Deal Process

2025 Luminaries Finalists

Beacon Pointe, BIP Wealth, Raymond James, Unveil 850M+ Deals

Opinion: Selling doesn’t have to mean an exit

Savant Wealth targets Silicon Valley with Parkworth Acquisition

Alaris Acquisitions CEO: AI-driven staff reductions could boost RIA valuations

Why RIAs Have Replaced Broker-Dealers As The Darlings Of M&A

The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

How M&A Is Reshaping Wealth Management And Client Experience

To Prepare For A Sale, Learn About Potential Buyers

Market Volatility Offers Advisors Joining Large Firms The Chance To Prove Value: Jacqueline Martinez, Alaris Acquisitions

RIA dealmakers favor longer payouts, retention flexibility amid market volatility

Wealth Firms Need "Matchmaking" M&A Model To Ensure Success – Harmony

WSR Pathfinder Awards – Top Women Industry Leaders of 2025