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Sunday, August 23, 2026The Morning Brief →Sign in
ria

Wealth Enhancement

In PWD coverage since August 18, 2026 · 7 stories
7Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
Mike Weinand
Aug 14 · from Weinand Financial Inc.
Mike Weinand
Aug 14 · from Weinand Financial Inc.
Departures
None tracked.
Deal recordFull tracker →
Aug 17, 26Deal announcedWeinand Financial · $644M — coverage
Aug 17, 26Deal announced · $644M — coverage
Aug 14, 26Deal closedWeinand Financial · $644M — coverage
Aug 14, 26Deal closed · $644M — coverage
Jul 31, 25Deal announcedWeinand Financial · $644
Jul 27, 25Deal announcedMiramar Capital · $592
Jul 24, 25Deal announcedCloud Investments · $462
PWD coverage
Moves

NewEdge lands $2.2B Bernstein team to lead Houston

Three deals this week show RIA growth no longer comes from one place.
Deals & PE · Aug 19The platform arms race turns to software and services
exit · Aug 19A $644M solo practice finds an exit in a $160B aggregator
The Close · Aug 19A founder exit: Wealth Enhancement buys Weinand's $644M
Features · Aug 19Wealth's talent war moves to the C-suite
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
M&A · Aug 18Wealth Enhancement buys a $644 million Washington State tuck-in
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