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Thursday, October 8, 2026The Morning Brief →Sign in
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Trilogy Capital

In network coverage since October 8, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Oct 7, 26Deal announcedMountain Capital Investment Advisors · $1B — coverage
Network coverage
M&A

Trilogy Capital strikes its largest acquisition of the year for $1B Colorado RIA

The Irvine-based hybrid RIA adds Westminster's Mountain Capital Investment Advisors, which keeps its name and folds its tax and pilot-consulting work into a Trilogy affiliate.
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