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A glowing central advisory platform hub connected by light bridges to a network of independent RIA offices, illustrating the 2026 consolidation services model

The RIA Roll-Up Grows Up: Why Consolidators Are Selling Growth, Not Just Buying Firms

June 18, 2026

Dynasty’s Optima deal shows RIA consolidation in 2026 pivoting from buying AUM to selling growth services. What the deal data means for advisors weighing a sale.

Browsing: Dynasty Financial Partners

The RIA Roll-Up Grows Up: Why Consolidators Are Selling Growth, Not Just Buying Firms

The RIA Roll-Up Grows Up: Why Consolidators Are Selling Growth, Not Just Buying Firms

Private Credit’s Liquidity Reset: How Advisors Are Repositioning the Sleeve in Mid-2026

Choreo’s SpaceX Win: $5 Billion in Employee Wealth at 0.5% and What Every RIA Must Learn

Active ETFs Hit a Record $245 Billion in Q1 2026 — and 146 Quietly Closed Last Year. The Survivorship Trap Advisors Keep Missing

Family Offices After OBBBA: The Section 162 Test That Decides Whether Millions in Costs Are Deductible

Buffer ETFs Cross $80 Billion: What the 15% Floor Actually Costs Advisors in 2026

The GRAT Comes Back: Why a Permanent $15 Million Exemption Makes the Freeze Play Smarter in 2026

Vanguard and TIAA Put a Pension Back Inside the 401(k): The In-Plan Lifetime Income Push of 2026

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