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DeVoe & Company

In network coverage since October 15, 2026 · 16+ stories

2Deals on our tracker

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Sep 23, 26Deal announced — coverage

Sep 23, 26Deal announced — coverage

Network coverage

Deals & PE

RIA deal volume falls 17% in Q3 as $5B-plus sellers set record

DeVoe & Company's Q3 2026 Deal Book says LPL Financial has bought more than 75 practices since 2021.

M&A · Oct 20LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%

exit · Oct 20DeVoe: RIA deal volume down 17% as broker-dealers enter M&A

The Close · Oct 19HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations

Deals & PE · Oct 17Apella acquiring Blue Spark; Waverly adding MCS; CohnReznick to add Aldrich

exit · Oct 16MarshBerry tallies record 294 U.S. wealth advisory deals through September

exit · Oct 16RIA deal count falls 17% as $5B sellers set record, DeVoe says

M&A · Oct 16Family-office Q3 deal capital totals $68.3 billion, with wealth-management consolidation among dominant themes

exit · Oct 15Mercer Advisors refinances $1.9 billion in first broadly syndicated loan

M&A · Oct 15Mercer Advisors refinances $1.9B into first syndicated loan

exit · Oct 15DeVoe: RIA deal count falls 17% in Q3; $5B-plus sellers set record

M&A · Oct 15RIA deal volume falls 17% in Q3 as mega sellers set a record

Deals & PE · Oct 15CohnReznick to add Aldrich's $8B wealth practice in mid-December deal

exit · Oct 15DeVoe counts 77 RIA M&A deals in Q3, down 17% as consolidators gain share

M&A · Oct 15Q3 RIA deal counts fall at DeVoe, Piper Sandler and Fintrx

exit · Oct 15DeVoe counts 77 third-quarter RIA deals, down 17%; a record year needs 79 in Q4

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