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Record year for RIA M&A after giant fourth quarter, Schwab study says

Buyers and sellers both have stronger motivations

Author Brooke Southall February 2, 2011 at 6:07 AM
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Dan Seivert: RIAs were competing with wirehouse brokers but now they’re competing against super RIAs and they’re feeling a little insecure.

David Selig

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Dan Seivert

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David Devoe



Related Moves

October 4, 2023 at 2:16 AM

Dan Seivert's ripping success in RIA M&A deals has odd side effect of having some sidearm staff leave for new vistas

Carolyn Armitage and Mark Bruno left to mutual benefit, while Echelon Partners roars on, feeding the beast of deal-crazed RIA buyers and sellers.

July 20, 2021 at 1:17 AM


Mentioned in this article:

DeVoe & Company
Consulting Firm
Top Executive: David DeVoe



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