Evoke Advisors Acquires Crescent Bay Advisors

MAI Capital Management Acquires Evoke Advisors

October 31, 2025

Wealth Management

MAI Capital Management has completed its strategic acquisition of Los Angeles-based Evoke Advisors, creating a national RIA platform with roughly 600 employees and about $65 billion in combined AUM. The deal, effective October 31, 2025, brings Evoke leaders into MAI's expanded Office of Managing Partners to accelerate MAI's national footprint and capabilities for ultra-high-net-worth, family office and institutional clients; terms were not disclosed.

Beacon Pointe Advisors Acquires The Family Firm (Bethesda RIA)

September 15, 2025

Financial Services

Beacon Pointe Advisors has acquired The Family Firm, a Bethesda-based registered investment adviser managing $857 million in assets and a 10-person team. The deal, which closed on September 15, 2025, raises Beacon Pointe's assets under advisement to approximately $49 billion and strengthens its Mid-Atlantic/D.C. presence and women's advisory capabilities.

Crescent Cove Advisors Makes Growth Investment in Kingsley Gate Partners

February 2, 2022

Staffing & HR

Crescent Cove Advisors has made a significant growth investment in Kingsley Gate Partners to accelerate the executive search firm's global expansion, augment leadership recruiting, and accelerate investment in its talent-acquisition and AI software capabilities. Kingsley Gate co-founder Umesh Ramakrishnan was named CEO; 7 Mile Advisors served as the exclusive sell-side advisor on the transaction.

Modera Wealth Management Acquires Bay Point Wealth

November 21, 2024

Wealth Management

Modera Wealth Management, a fee-only wealth management firm with $12.5 billion AUM, has acquired Bay Point Wealth, a Maryland-based registered investment adviser with $467 million AUM and eight employees. The deal brings Bay Point's advisory team and client relationships into Modera to enhance service offerings and support future growth.

Wealth Enhancement Group Acquires Equius Partners, Inc.

March 29, 2023

Wealth Management

Wealth Enhancement Group has acquired Equius Partners, Inc., a Novato, California-based independent RIA that manages more than $1 billion in client assets. The deal expands Wealth Enhancement Group’s West Coast presence, adding Equius’ team of seven advisors and five support staff and increasing its footprint in Northern California.

EP Wealth Advisors Acquires Vantage Advisors, LLC

April 29, 2022

Financial Services

EP Wealth Advisors, a Torrance, California-based registered investment adviser, has acquired St. George, Utah-based Vantage Advisors, LLC, marking EP Wealth's first office in southern Utah. The deal adds Vantage's financial planning and tax-preparation capabilities and increases EP Wealth's AUM by $349 million; financial terms were not disclosed.