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ria

Modern Wealth Management

KANSAS CITY, MO
CRD: 324624
In network coverage since September 25, 2026 · 16+ stories
$10.9BRegulatory AUMSEC Form ADV · Oct 17
253EmployeesForm ADV
8Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Aug 22 – Oct 17
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
4thGEN Wealth Management
Oct 21 · from 4thGEN Wealth Management
Departures
None tracked.
Deal recordFull tracker →
Oct 19, 26Deal closed4thGEN Wealth Management · $330M — coverage
Sep 23, 26Deal announcedAWA Wealth Management · $290M — coverage
Sep 9, 26Deal announcedSanchez Wealth Management Group · $710M — coverage
Sep 9, 26Deal announcedSanchez Wealth Management Group · $710 — coverage
Sep 9, 26Deal announcedSanchez Wealth Management Group · $710M — coverage
Sep 9, 26Deal announcedSanchez Wealth Management Group · $710M — coverage
Aug 30, 26Deal closedSanchez Wealth Management Group · $710M
Apr 29, 25Deal announcedLegacy Wealth Management · $1.2B
Network coverage
M&A

Modern Wealth acquires 4thGEN Wealth Management, a $330M Lodi RIA

The purchase is Modern Wealth's seventh this year and 25th since its 2023 founding, according to the firm's release.
Data · Oct 10UBS tops 30-day advisor activity; 1,838 moves and 35 breakaways logged
Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements
Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97
Data · Oct 3OpenArc Corporate Advisory tops 30-day tally, ahead of UBS
Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches
Data · Oct 22,413 advisors changed firms in 30 days; 22 custody relationships changed hands
Data · Sep 30MissionSquare's two arms log 190 advisor moves in one month
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
advisor_note · Sep 28Modern Wealth logs six advisor moves and a four-advisor liftout in one day
the_wrap · Sep 28Frost and LPL recruit UBS and Raymond James advisor teams
the_wrap · Sep 28Tavarez, Barnett & Steen leave UBS for Frost Investment Services
the_tape · Sep 28Frost, LPL, Modern Wealth, Merit and Keen add advisors in late September
Data · Sep 26The recruiting war isn't being fought over custody
Data · Sep 25MissionSquare's 199 events dwarf the industry's 72 new firms
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