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ria

Wealth Enhancement

In network coverage since September 10, 2026 · 16+ stories
14Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Shufro-Glass Group
Sep 22 · from Shufro Rose & Co.
Departures
None tracked.
Deal recordFull tracker →
Sep 30, 26Deal announcedRWA Wealth Partners — coverage
Sep 30, 26Deal announcedRWA Wealth Partners · $22.5B — coverage
Sep 29, 26Deal announcedRWA Wealth Partners · $22 — coverage
Sep 29, 26Deal announcedRWA Wealth Partners · $22 — coverage
Aug 31, 26Deal announcedDickerson Jackson & Associates · $376M — coverage
Aug 31, 26Deal announced · $376M — coverage
Aug 17, 26Deal announcedWeinand Financial · $644M — coverage
Aug 17, 26Deal announced · $644M — coverage
Aug 14, 26Deal closed · $644M — coverage
Aug 14, 26Deal closedWeinand Financial · $644M — coverage
Aug 14, 26Deal closed · $644M — coverage
Jul 31, 25Deal announcedWeinand Financial · $644
Jul 27, 25Deal announcedMiramar Capital · $592
Jul 24, 25Deal announcedCloud Investments · $462
Network coverage
exit

MarshBerry tallies record 294 U.S. wealth advisory deals through September

Private-equity-backed acquirers took 72% of announced deals through Q3; the ten most active buyers took one-third of all announced transactions.
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
advisor_note · Oct 15Morgan Stanley reports $15.2 billion in alternative net flows
portfolio · Oct 14Wealth Enhancement strategist says AI creates false diversification in alternatives
The Close · Oct 13Wealth Enhancement strategist warns AI can cause false diversification in alternatives
Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
M&A · Sep 30Wealth Enhancement agrees to buy RWA Wealth Partners, a $22 billion Boston RIA
M&A · Sep 30Wealth Enhancement agrees to acquire RWA Wealth Partners, a $22.46 billion Boston RIA
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
Moves · Sep 22Cerity buys the last of Shufro Rose, team by team
advisor_note · Sep 19The RIA bidding war has moved to the holding period
practice · Sep 18Referrals don't compound; the conversion desk does
book · Sep 13Luminary's $22 million round is a bet on the estate-document layer
Moves · Sep 10The estate-planning attorney's new client is the multi-state RIA
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