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Monday, October 5, 2026The Morning Brief →Sign in
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Hightower

CHICAGO, IL
CRD: 145323
In PWD coverage since September 22, 2026 · 16+ stories
$199BRegulatory AUMSEC Form ADV · Oct 3
1,983EmployeesForm ADV
12Deals on our tracker
1Moves on the wire · 12 months
Regulatory AUM · Aug 16 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Kevin McGarry
Aug 14 · team liftout
Deal recordFull tracker →
Oct 2, 26Deal announcedHightower Signature Wealth · Sandy Cove Advisors · $752M — coverage
Sep 30, 26Deal announcedSandy Cove Advisors · $752M — coverage
Sep 30, 26Deal announcedSandy Cove Advisors — coverage
Sep 29, 26Deal announcedHightower Signature Wealth · Sandy Cove Advisors · $752M — coverage
Sep 23, 26Deal announced — coverage
Sep 23, 26Deal announcedThe Bahnsen Group — coverage
Sep 10, 26Deal announcedSignature Wealth · $1.6K — coverage
Sep 10, 26Deal announcedHightower Signature Wealth · Boston Hill Advisors · $1.6B — coverage
Aug 31, 26Deal announcedDispatch — coverage
Aug 31, 26Deal announcedDispatch — coverage
Aug 31, 26Deal announcedHightower Signature Wealth · Dispatch — coverage
Aug 13, 26Deal closedHightower Signature Wealth · Valley Financial Group · $275 — coverage
PWD coverage
Deals & PE

Concurrent announces $5.4B Spire purchase and $3B–$10B platform target

Concurrent's first platform purchase adds more than 30 advisor teams and lifts pro forma assets to $28.6 billion.
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms
Deals & PE · Oct 2Concurrent buys Spire's 30-plus teams in first RIA platform deal
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
M&A · Sep 30Hightower agrees to buy $752M Sandy Cove for its W-2 channel
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
The Close · Sep 28Rising RIA deal size reflects bigger advisory firms, not only private equity capital
Features · Sep 26The rollup market now prices the operating layer
M&A · Sep 25Hightower splits the rollup from the growth unit to court a buyer
M&A · Sep 25Verdence's second deal tests whether the roll-up can staff itself
exit · Sep 25In RIA sales, the entity chart beats the multiple
Moves · Sep 24Ameriprise pays advisors to stay, and the market prices the tab
Moves · Sep 24Bahnsen's exit turns organic growth into the sellable asset
RIA · Sep 24Fidelity rents Savvy a custody front end and keeps the spread
The Close · Sep 22The next RIA premium is integration capacity
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