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ECHELON Partners

In PWD coverage since August 19, 2026 · 8 stories
PWD coverage
M&A

Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake

Heartwood Wealth Advisors will bring a 13-person Richmond team and roughly $1.7 billion in assets to a Birmingham acquirer with seven closings since late January.
M&A · Sep 23The rate hike will reprice RIA deals in cash, not multiples
M&A · Sep 17Steward adds $950M and the Delta pipeline that refills it
M&A · Sep 14Carson's 50th office is a sourcing milestone with a finite input
Moves · Sep 9BridgePort hires Osaic M&A veteran Tina Decker
M&A · Sep 3Oregon deal buys a succession plan, not a map
The Close · Aug 31Who owns the platform: the RIA diligence question
The Close · Aug 19A founder exit: Wealth Enhancement buys Weinand's $644M
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