News
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Pink sheet asset management biz buys $1.6bn Oklahoma City RIA
Bimini Capital Management acquired an 80% stake in Tom Johnson Investment Management, an Oklahoma City-based RIA with $1.6bn in assets.
Jan 15, 2026
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Creative Planning acquires $1bn Swiss wealth manager
Creative Planning completed its first European acquisition by purchasing Baseline Wealth Management, a Swiss firm managing approximately $1bn in assets across Geneva and Zurich.
Jan 13, 2026
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Sequoia Financial Group gets first Cali office with $406m RIA buy
Sequoia Financial Group acquired Sterling Financial Group, adding roughly $406 million in assets and establishing its inaugural standalone California location.
Dec 22, 2025
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Lido acquires $1.2bn New Jersey RIA
Serial acquirer Lido Advisors added Fountainhead Advisors, a 39-person firm overseeing $1.2bn in assets headquartered in Warren, New Jersey.
Nov 12, 2025
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MAI acquires $245m Florida RIA
MAI Capital Management purchased Liberty Private Client, a Fort Myers firm managing $245m in client assets, marking its third acquisition this year.
Oct 27, 2025
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Beacon Pointe reveals 3 RIA buys netting nearly $1.1bn
The private equity-backed RIA announced acquisitions of three firms—Alderfer Bergen & Co., Moser Wealth Advisors, and Amore Ambro—totaling approximately $1.1bn.
Sep 9, 2025
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Carson Group buys $570m Colorado RIA
Carson Group expanded its Colorado footprint by acquiring a Denver-area RIA managing $570m in assets.
Jun 10, 2025
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Mariner acquires $730m firm from its independent advisor network
Mariner acquired Ocean Heights Advisors, a Newport Beach firm overseeing $730m, from within its independent advisor network.
Mar 5, 2025