transformyourperspective
June 29, 2026
In the June 2026 Journal of Financial Planning, AGS Partner Brandon Kawal argues that despite a strong RIA M&A market for sellers in 2025, the biggest driver of a premium acquisition outcome is an RIA owner’s early commitment to give next-gen talent equity.
May 5, 2026
Advisor Growth Strategies served as the financial advisor to Threadline Wealth in its transition from Moss Adams Wealth Advisors to an independent RIA.
April 27, 2026
How Employee-Owned RIAs Are Organizing To SurviveApril 16, 2026
The $1 billion inflection point for financial advisorsApril 3, 2026
Weekend Reading For Financial Planners (April 4–5)March 31, 2026
Middle-Market RIAs Hit M&A Inflection Point: ReportMarch 31, 2026
RIA owners face bigger, more costly succession traps than ever. Learn how to maintain your ability to make the best choices for your firm and strengthen your future.
March 31, 2026
Advisor Growth Strategies advised Heller Wealth Management on its partnership with Savant Wealth Management, which closed March 31, 2026.
March 31, 2026
Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Exencial Wealth Advisors, a national RIA with $6 billion in assets under management and headquarters in Oklahoma City, OK.
March 27, 2026
January, February Active Months for RIA M&A