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Private Wealth Daily
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Jim Gold

Steward Partners · Reported Oct 26
In network coverage since September 17, 2026 · 4 stories
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Data

Wealth managers announced 156 RIA deals, closed 50 in 90 days

Steward CEO Jim Gold says RIA deal volume may run five times the reported count, while Mariner seeks a $150 million term-loan add-on that takes debt to $1.3 billion.
The Close · Oct 26Mariner seeks $150M term loan add-on, lifting debt to $1.3B
M&A · Oct 23Steward CEO says RIA deal volume runs up to 5x tracked totals
M&A · Sep 17Steward adds $950M and the Delta pipeline that refills it
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