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Two advisory firm office towers linked by a sky-bridge representing an RIA merger 2026

Serial RIA Acquirers Open June Buying Firms and Breakaway Teams at Once

June 8, 2026

Modern Wealth, Waverly, and Arax opened June 2026 with deals as serial RIA acquirers buy tax firms and wirehouse breakaways. The new consolidation moat.

Browsing: Waverly Advisors

Serial RIA Acquirers Open June Buying Firms and Breakaway Teams at Once

The SEC’s $2.7M Qualified Client Floor Is Live Today: What RIAs Must Lock Down Now

Private Markets Are Coming to the 401(k) Just as They Gate Redemptions: The Liquidity Factor Sponsors Must Document

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

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