Asset manager Bimini Capital Management has agreed to acquire $1.6bn Oklahoma City-based RIA Tom Johnson Investment Management (TJIM). The transaction provides a rare look at the specific financials behind a deal, given Bimini’s publicly traded status on the over-the-counter (OTC) securities market.  Through the deal, which was revealed on Tuesday, Bimini’s RIA subsidiary, Bimini Advisors, is buying 80% of the fully diluted equity interests in TJIM. The deal is expected to cl

Creative Planning has gone to Switzerland for its first completed acquisition of a European wealth manager. Peter Mallouk’s $700bn mega-RIA said Tuesday it has snapped up Baseline Wealth Management, which has 14 employees and about $1bn in assets under management spread across offices in Geneva and Zurich. It is Creative Planning’s first acquisition announcement of 2026. Learn More.... Creative Planning acquires $1bn Swiss wealth manager

Sequoia Financial Group has acquired Sterling Financial Group, marking its first standalone office in California. This acquisition strengthens Sequoia's presence in the state and adds approximately $406 million in assets under management. The deal includes key figures from Sterling Financial, such as owner Michael Hatch and principal Kody Brown, who are now equity owners in Sequoia. Learn More.... Sequoia Financial Group gets first Cali office with $406m RIA buy

Serial acquirer Lido Advisors revealed its largest deal of 2025 on Tuesday, adding a $1.2bn RIA headquartered in Warren, N.J.  The deal brings aboard Fountainhead Advisors, a 39-person firm led by the ownership trio of Marc Rock, Scott Silver and Joe Halpern. Specific financial terms of the deal were not disclosed.  Launched in 2011, Fountainhead also operates an advisory affiliate, Fountainhead Asset Management, along with an insurance-focused affiliate, Fountainhead Protec

The deal marks the third for MAI since its addition of Evoke Advisors two months ago. Serial acquirer MAI Capital Management is maintaining a steady deal flow in the wake of its blockbuster Evoke Advisors acquisition two months ago.  MAI revealed on Monday that it has acquired Liberty Private Client, a Fort Myers, Fla.-based firm overseeing $245m in client assets. Specific financial terms of the deal were not disclosed, but Liberty joined MAI on Friday.  Read more... MAI acqu

The private equity-backed RIA has reeled in fellow RIAs Alderfer Bergen & Co., Moser Wealth Advisors, and Amore Ambro. Beacon Pointe...

Carson Group is adding to its Colorado presence with the acquisition of a Denver-area RIA.  The mega-RIA said Tuesday it has agreed to...

The mega-RIA has snapped up Ocean Heights Advisors in Newport Beach, Calif. and signaled its readiness to acquire and integrate other...