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Sourcing, screening and closing RIA acquisitions with data.
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Bank Consolidation Will Reshape RIA Bidding
A new class of bidder is coming.
Oct 16, 2026
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Why $100B+ Platforms Buy Sub-$1B Firms
Tuck-Ins: A Different Product
Aug 21, 2026
Ultra-High-Net-Worth RIAs: Why They're Different to Acquire
Same AUM, Different Business: The UHNW Exception
Jul 17, 2026
SEC Compliance Red Flags That Kill RIA Acquisitions
Finding compliance risks before the LOI.
Jun 17, 2026
When Your Custodian Becomes a Competitor
Referral growth is leased, not owned.
Oct 12, 2026
Team Lift-Outs vs. Firm Acquisitions
Choose the Right Growth Strategy
Jul 29, 2026
How to Structure a Deal to Protect AUM Post-Close
Protecting value starts before integration.
Jun 26, 2026
How to Find the Best RIA Targets Before Competitors
Finding Off-Market RIAs Through Productivity Signals
May 28, 2026
The Headcount Signal Hiding in ADV Filings
Advisors leave before clients do.
Oct 9, 2026
RIA M&A's Record First Half Meets a Valuation Ceiling: How to Read H2 2026
167 Deals and a Market Shift
Jul 27, 2026
Form ADV: Key Pre-LOI Insights
Form ADV is the most information-dense document in any RIA deal — and the most consistently underread. Here is what to look for.
Jun 19, 2026
Why AUM Alone Is a Misleading Acquisition Metric
Why AUM isn't enough.
