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Friday, October 16, 2026The Morning Brief →Sign in
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DeVoe & Company

In network coverage since September 25, 2026 · 16+ stories
2Deals on our tracker
Deal recordFull tracker →
Sep 23, 26Deal announced — coverage
Sep 23, 26Deal announced — coverage
Network coverage
exit

RIA deal count falls 17% as $5B sellers set record, DeVoe says

Mercer Advisors refinanced $1.9 billion in a Goldman Sachs-led loan, cutting the rate by 1.75 points and saying the savings will fund acquisitions.
M&A · Oct 16Family-office Q3 deal capital totals $68.3 billion, with wealth-management consolidation among dominant themes
exit · Oct 15Mercer Advisors refinances $1.9 billion in first broadly syndicated loan
M&A · Oct 15Mercer Advisors refinances $1.9B into first syndicated loan
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
Deals & PE · Oct 15CohnReznick to add Aldrich's $8B wealth practice in mid-December deal
exit · Oct 15DeVoe counts 77 RIA M&A deals in Q3, down 17% as consolidators gain share
M&A · Oct 15Q3 RIA deal counts fall at DeVoe, Piper Sandler and Fintrx
exit · Oct 15DeVoe counts 77 third-quarter RIA deals, down 17%; a record year needs 79 in Q4
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
M&A · Sep 28DeVoe: RIA deal count down 19% in Q3 through Sept. 22
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
The Close · Sep 28DeVoe says RIA deal announcements fell 19%, threatening a seven-quarter record
exit · Sep 25The RIA deal dip is a seller's calendar problem
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