While RIA M&A activity dominates the headlines, successful wealth managers are not built on deals alone.
The Wealth Management RIA Edge 100 list, released this week, is a case in point. The list, which is completely data-driven, highlights RIAs that demonstrate strategic growth while maintaining client service commitments, based on a set of criteria.
That said, deals are still happening, and this week, we reported on a couple of high-volume acquisitions. One was a move by Cleveland-based Clearstead Advisors, acquiring The Clarius Group, a Seattle-based multi-family office RIA with about $5.1 billion in assets under management. The move was made under CEO Bradley Knapp, who took over the top job in January from the firm’s founder, David C. Fulton Jr.
The other move came from the acquisitive Arax Investment Partners, which acquired another Cleveland-based firm, GFP Private Wealth, which was overseeing $1.5 billion in client assets.
In addition, several sub-billion-dollar acquisitions and recruiting efforts were announced this week across both private equity-backed and employee-owned RIAs.
Waverly Advisors Pens 30th Deal for $437M Pure Portfolios
Waverly Advisors announced this week the acquisition of Pure Portfolios, a wealth management firm based in Lake Oswego, Ore., adding approximately $437 million in AUM.
Pure Portfolios founder, President and Chief Investment Officer Nik Schuurmans and Chief Financial Officer Toby Weber will join Waverly as partners and wealth advisors.
The deal expands Waverly’s presence in Oregon and supports the RIA’s growth strategy across the Pacific Northwest.
“For a firm established within the last decade, Pure has demonstrated exceptional growth and built a strong presence in its regional market,” Justin Russell, president and CEO of Waverly, said in a statement.
Waverly has grown to manage about $30.6 billion in assets as of Jan. 30, 2026, and operates 46 offices. The firm is focused on high-net-worth individuals, corporate retirement plans and institutional clients. Over $23 billion of its assets were being overseen on a discretionary basis, according to its most recent Form ADV from Dec. 23.
Employee-Owned Coldstream Opens New Office in Oregon
Coldstream opened a new office in Bend, Ore., with Chief Client Experience Officer Anne Marie Stonich overseeing the employee-owned RIA’s expansion in the region. The Seattle-based RIA with $14 billion in client assets now supports more than 100 families in the Greater Bend area.
Stonich, who is also a member of the firm’s board of directors, will lead operations at the new location as Coldstream adds to its presence in the Pacific Northwest.
“Our firm is built on empowering our employees to deliver exceptional service to their clients wherever they want to be, and this office will enable us to better support our growing client base in the Bend community,” Stonich said in a statement.
The firm hired Krista Charlton as a certified financial planner to support the region. She joins from Ascent Capital, where she served as an advisor and director of operations for 14 years.
Earlier in 2025, Harrison Berkman Claypool & Guard, along with its affiliate RIA, HBC Financial Services, also joined the firm.
The Bellevue, Wash.-based firm operates eight offices across four states and offers wealth management, tax consulting, institutional investment advisory, investment banking and retirement plan services.
EP Wealth Keeps Up Southwest Expansion With $390M B Corp RIA
EP Wealth Advisors has acquired LongView Asset Management, adding $390 million AUM from the Santa Fe, N.M.-based firm. The deal marks EP Wealth’s second deal of 2026 and expands the RIA’s presence in New Mexico.
LongView founder David Cantor will join EP Wealth as senior vice president, along with seven team members. Founded in 2002, LongView touts itself as the first financial services firm in New Mexico to achieve certified B Corporation status, granted to firms that demonstrate high standards of social and environmental performance.
“As we begin this new journey with EP Wealth, we’re excited to offer more services to support our clients, while continuing our sustainability efforts,” Cantor said in a statement.
EP Wealth CEO Ryan Parker said the partnership strengthens the firm’s ability to serve families in New Mexico while allowing LongView to maintain its unique value proposition.
EP Wealth manages over $42.2 billion in assets across 64 offices in 23 states. The Torrance, Calif.-based firm is backed by minority equity investors Berkshire Partners and Ares Management.
David Selig at Advice Dynamics Partners represented LongView in the transaction.
Beacon Pointe Adds Three Teams with Total of $732M
Beacon Pointe Advisors announced the acquisition of three RIAs in late 2025 with a combined $732 million in client assets.
The acquisitions include Financial Planning Solutions in Newton, Mass. ($350 million in assets), Voyager Wealth Management in Lake Geneva, Wis. ($229 million), and InvestmentHunter Wealth Services in Fort Worth, Texas ($153 million).
The deals add expertise and presence across what Newport Beach, Calif.-based Beacon Pointe characterizes as key markets. They also come shortly after Beacon Pointe announced the acquisition of the wealth management arm of iM Global Partner, a Paris-based asset manager, for $2.7 billion.
With these acquisitions, Beacon Pointe Advisors runs more than 90 offices with over 750 team members overseeing about $62 billion in client assets.
Financial Planning Solutions has a six-person advisory team specializing in pensions, divorce and retirement planning in New England.
Voyager Wealth Management brings a four-person advisory team focused on planning-led, goals-driven wealth management.
InvestmentHunter Wealth Services is a husband-and-wife-owned firm combining financial planning with investment management.
The three new firms will operate under Beacon Pointe’s allWEALTH platform for wealth management services.
“Partnering with Beacon Pointe Advisors relieved us of many of the day-to-day back-office responsibilities and, more importantly, allowed us to leverage their expertise and technology,” Rick Fingerman, partner and managing director at Financial Planning Solutions, said in a statement.
DeVoe & Co. advised on the Financial Planning Solutions transaction, and Bridgemark Strategies advised on the InvestmentHunter Wealth Services deal.
$4B RIA Avidian Adds Houston-Based Advisor
Avidian Wealth Solutions, a $4 billion RIA headquartered in Houston, will be adding another Houston-based advisor with the addition of Troy Taylor.
Taylor joins from Linscomb Wealth, a fee-only firm, where he was a senior wealth advisor and team lead and was on multiple committees, including the Wealth Management Committee and Investment Committee Advisory Group. He will relocate from San Antonio to Houston in April 2026.
Avidian did not immediately respond to a request for the amount of client assets Taylor had been overseeing.
Taylor spent a decade leading advisors in Amegy Bank’s private wealth services group before joining Linscomb, where he focused on wealth strategies for high-net-worth clients and the firm’s overall strategy and investment oversight.
Taylor, a U.S. Navy veteran, will now work with his clients on Avidian’s platform of fiduciary resources, multidisciplinary advisors, and family-office style services.
Founded in 2003, Avidian is an employee-owned firm offering investment management and wealth planning services.
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