Coastline’s $430M Advisor Haul Was A Preview Of Its $5B Growth Strategy
Coastline added three advisor teams with more than $430M in 2025. Its later growth shows how succession, M&A and platform support are reshaping RIAs.
Beacon Pointe Bought A Bethesda RIA. The Bigger Story Is Women-Centered Wealth
Beacon Pointe acquired The Family Firm, a Bethesda RIA with $857M in assets, expanding in the D.C. market with women-led planning depth.
LPL’s Marc Cohen Says RIA Consolidation Is About To Speed Up
LPL’s Marc Cohen expects RIA consolidation to accelerate in 2026 as private equity cycles, succession pressure and platform scale reshape M&A.
Wealth Enhancement Hit 100 Acquisitions. Now The Harder Part Begins
Wealth Enhancement acquired Wise Wealth, marking its 100th acquisition and showing how RIA consolidators are turning scale into a service model.