23
Total deals
$820.0M
Total value
$410.0M
Avg deal
$480.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Grunden Financial Advisory
Grunden Financial Advisory is a wealth management firm that offers financial adv…
|
2026-01-20 | Acquisition | Pending | — | Deal → |
| 2 |
FSA Wealth Management
FSA Wealth Management provides financial planning, investment management, and re…
|
2025-12-02 | Acquisition | — | — | Deal → |
| 3 |
Shorepoint Capital Partners
Shorepoint Capital Partners is a financial advisory firm that offers asset manag…
|
2025-10-01 | Acquisition | Pending | — | Deal → |
| 4 |
CCA
CCA is a full-service accounting firm offering a broad range of services for bus…
|
2024-11-19 | Acquisition | Pending | — | Deal → |
| 5 |
City Fiduciary Group
City Fiduciary Group is a wealth management firm that provides tax, bookkeeping,…
|
2024-11-12 | Acquisition | Complete | — | Deal → |
| 6 |
Redrock Financial & Insurance Services
RedRock Financial is an independent financial services firm dedicated to helping…
|
2023-01-09 | Acquisition | Complete | — | Deal → |
| 7 |
Muchler Financial Services
Muchler Financial Services offers financial advisory services.
|
2022-08-24 | Acquisition | Complete | — | Deal → |
| 8 |
Second Opinion Partners
Second Opinion Partners is a financial planner that specializes in financial lif…
|
2022-08-24 | Acquisition | Complete | — | Deal → |
| 9 |
Chetwood Wealth Management
Chetwood Wealth Management operates as a financial services that specializing in…
|
2022-06-08 | Acquisition | Complete | — | Deal → |
| 10 |
UAS Wealth Advisors
UAS Wealth Advisors provides wealth management, investment consulting, retiremen…
|
2022-06-07 | Acquisition | Complete | — | Deal → |
| 11 |
Horseman Group
Horseman Group renders investment management, retirement planning, pension analy…
|
2022-03-24 | Acquisition | Complete | — | Deal → |
| 12 |
Johanson Financial Advisors
Johnson Financial Advisors provides social security and retirement planning serv…
|
2022-02-09 | Acquisition | Complete | $480.0M | Deal → |
| 13 |
RG Capital Management
RG Capital Management is a company that provides investment guidance services.
|
2021-11-10 | Acquisition | Complete | — | Deal → |
| 14 |
Novak Financial
Novak Financial is specializing in investor renovation and construction projects…
|
2021-09-02 | Acquisition | Complete | — | Deal → |
| 15 |
Giordano Wealth Management Group
Giordano Wealth Management Group is a provider of wealth management advisory ser…
|
2021-07-14 | Acquisition | Complete | — | Deal → |
| 16 |
Shone Wealth Management
Shone Wealth Management specializes in fiduciary retirement planning and client-…
|
2021-04-13 | Acquisition | Complete | $340.0M | Deal → |
| 17 |
Bastoni Financial Services
Bastoni Financial Services provides financial planning and investment management…
|
2020-12-08 | Acquisition | Complete | — | Deal → |
| 18 |
Pathways Financial Partners
Pathways Financial Partners specializes in investing and retirement planning for…
|
2020-10-27 | Acquisition | Complete | — | Deal → |
| 19 |
Capstone Capital
Capstone Capital provide fee-based wealth management services to individuals, fa…
|
2020-05-26 | Acquisition | Complete | — | Deal → |
| 20 |
RAA
RAA is an independent registered investment advisors, specializing in the unique…
|
2019-11-01 | Acquisition | Complete | — | Deal → |
| 21 |
Siena Wealth Management
Siena Wealth Management is an independent registered investment advisor, which m…
|
2019-08-08 | Acquisition | Complete | — | Deal → |
| 22 |
Blueprint Financial
Blueprint Financial specializes in portfolio and retirement planning for individ…
|
2019-05-08 | Acquisition | Complete | — | Deal → |
| 23 |
HPB Retirement Group
HPB Retirement Group specialize in working with but not limited to utility worke…
|
2019-02-01 | Acquisition | Complete | — | Deal → |