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Wealth Enhancement Group

In network coverage since August 18, 2026 · 7 stories
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.
Deals & PE · Sep 1Allworth and Sequoia buy capabilities, not just AUM
M&A · Sep 1Wealth Enhancement adds a $376 million Virginia tuck-in
exit · Aug 26Scale commands record prices as RIA deal count falls
Moves · Aug 21NewEdge lands $2.2B Bernstein team to lead Houston
Deals & PE · Aug 19The platform arms race turns to software and services
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
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