$5B Trilogy Lands Colorado-based RIA Specializing in Aviation Workers

Published on October 8, 2026

The Colorado-based RIA, founded by a former pilot, is Trilogy’s largest acquisition of the year.

Continue reading on website
Other news

Hightower Signature Wealth Folds in $1B Michigan RIA

October 8, 2026
The deal pushes Hightower’s nearly year-old W-2 RIA channel to over $40 billion in assets under management.

Mercer Advisors Completes $1.9B Debt Refinancing, Adds $340M Credit Facility

October 8, 2026
The Denver-based RIA entered the syndicated loan market for the first time with the move, replacing its private debt with lower-interest-rate debt and extending its financing timeline.