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Saturday, October 3, 2026The Morning Brief →Sign in
ria

Carson Group

In PWD coverage since September 12, 2026 · 16+ stories
1Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +2 · 2 incoming events · 0 outgoing events
Arrivals
Not disclosed
Aug 20 · from Wells Fargo Advisors Financial Network
Yari Capital
Aug 20 · from Northwestern Mutual
Departures
None tracked.
Deal recordFull tracker →
Sep 13, 26Deal announcedElios Financial Group · $367 — coverage
PWD coverage
M&A

HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove

Hightower Signature's third external acquisition of 2026 is expected to close at the end of the third quarter and would put the unit above $40 billion.
Moves · Sep 30Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol
The Close · Sep 28Rising RIA deal size reflects bigger advisory firms, not only private equity capital
RIA · Sep 28Wilmington Trust's Weese says pandemic memories are pulling owners to sell
RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record
The Close · Sep 23The wealth transfer is a rate, and the rate is small
Moves · Sep 23Carson Buys a Succession, Not a $145 Million Book
Moves · Sep 22LPL's weekly recruiting cadence is now the product
The Close · Sep 19The talent war moved up the org chart
Features · Sep 19Acquirers now buy staff, not just client assets
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients
Deals & PE · Sep 15The premium has moved from the book to the gatekeeper
Features · Sep 15The new M&A asset is deal flow
M&A · Sep 14Carson's 50th office is a sourcing milestone with a finite input
The Close · Sep 12RIA M&A's scarce input is now the post-close operator
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