Mattioli Woods Acquires Ludlow Wealth Management

MAI Capital Management Acquires Lowe Wealth Advisors

December 15, 2025

Financial Services

MAI Capital Management has acquired Columbia, Maryland-based Lowe Wealth Advisors, a registered investment advisor with $527 million in assets under management. The deal expands MAI’s footprint in the Mid-Atlantic — adding Lowe’s nine-person, boutique, family-led practice and its niche client base while transitioning the firm onto MAI’s national platform; terms were not disclosed.

Waverly Advisors Acquires 9258 Wealth Management

October 18, 2024

Wealth Management

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, acquired 9258 Wealth Management, a Cincinnati-based investment advisory and tax preparation firm. The deal adds three Ohio offices and approximately $1.0 billion in AUM, brings a team of 24 professionals to Waverly, and closed on October 18, 2024, increasing Waverly's AUM to about $14.4 billion.

Modern Wealth Management Acquires Wade Financial Advisory and Planned Asset Management

April 9, 2025

Wealth Management

Modern Wealth Management has completed the acquisition of Wade Financial Advisory and expects to close on the acquisition of Planned Asset Management, adding roughly $1 billion in AUM and bringing Modern Wealth's assets under management to over $7 billion. The deals establish Modern Wealth's first client-facing offices in California, integrate Wade Financial's tax planning business into Modern Wealth's tax platform, and support a leadership succession plan at Planned Asset Management.

Dakota Wealth Management Acquires Ledge Wealth Management

January 3, 2024

Wealth Management

Dakota Wealth Management has agreed to acquire Ledge Wealth Management, Inc., a registered investment advisor based in Sartell, Minnesota that manages roughly $400 million of client assets and advises on an additional $200 million through its 401(k) advisory business. The deal expands Dakota Wealth's AUM to about $4.9 billion and brings Ledge founder Kurt Durrwachter, COO Gina K. Bartell and six associates into Dakota's team.

Macquarie Asset Management Acquires Waddell & Reed Financial, Inc.

April 30, 2021

Financial Services

Macquarie Asset Management completed its acquisition of Waddell & Reed Financial, Inc., retaining the asset management business and adding approximately $76 billion in AUM. Concurrently, Macquarie sold Waddell & Reed's wealth management platform to LPL Financial, and the firms entered a long-term strategic partnership.

Mission Wealth Acquires Logic Capital Management

January 28, 2025

Financial Services

Mission Wealth has merged with Houston-based Logic Capital Management, bringing Logic’s founder Toby Whitby and key advisors into Mission Wealth as equity partners. The deal expands Mission Wealth’s presence in Houston, adds roughly $400M of assets under management to the platform, and raises Mission Wealth’s total AUM to over $10.6 billion.