Registered investment advisory firms sold at the highest valuations on record in 2025, according to deal consultancy Advisor Growth Strategies’ annual RIA Deal Room Report. Drawing on data from 60 ...

In this episode of the RIA Edge Podcast, host David Armstrong speaks with Stephen Rigali, executive managing director at Kayne Anderson Rudnick, about the firm’s evolution from a family office into a ...

After bringing in The Carlyle Group as majority owner, MAI CEO Rick Buoncore expects the $73 billion RIA to target another wave of Evoke Advisors-scale deals as it expands into new markets. One of the ...

Composition Wealth is to merge with Tacoma, Washington-based Edgewater Wealth Management, bringing a $900 million advisory team into the national registered investment advisor as it continues to build ...

MAI has been expanding its reach through acquisitions of other RIAs. It has nearly $73 billion in total assets. Private-equity firm Carlyle plans to acquire a majority stake in MAI Capital Management ...

Savant Wealth Management said Tuesday it has agreed to acquire Exencial Wealth Advisors, an Oklahoma City-based registered investments advisor with $6 billion in assets under management. It is ...