ria

Modern Wealth

In network coverage since September 22, 2026 · 8 stories

1Deals on our tracker

Deal recordFull tracker →

Sep 24, 26Deal closed · $290M — coverage

Network coverage

The Close

Beacon Pointe adds $1.35B across three RIAs, passing $70B

The trio includes a roughly $1 billion California and Texas planner and two firms under $250 million; Wealthspire also bought a London wealth manager.

M&A · Oct 20Modern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA

move · Oct 7XYPN registration pipeline hits 110 firms as rollup advisors join

move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum

Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors

M&A · Sep 25Deal counts fell 19%; funded buyers carried the week

M&A · Sep 24RIA deal currency shifts from AUM to cash and retention

exit · Sep 22Buyers still pay up. They want the file first