7
Total deals
$260.0M
Total value
$260.0M
Avg deal
$260.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Sheaff Brock
Sheaff Brock is an investment management firm that offers money management, fina…
|
2025-06-24 | Acquisition | Pending | — | Deal → |
| 2 |
Salzinger Sheaff Brock
Salzinger Sheaff Brock focuses on portfolio management using no-load funds and l…
|
2025-06-24 | Acquisition | Pending | — | Deal → |
| 3 |
Ryan Wealth Management
Ryan Wealth Management is a financial service company.
|
2024-12-03 | Acquisition | Pending | — | Deal → |
| 4 |
Del Monte Group
Del Monte Group offers financial planning, risk management, retirement income st…
|
2024-06-17 | Acquisition | Complete | — | Deal → |
| 5 |
The Harvest Group
The Harvest Group is a financial company.
|
2023-07-11 | Acquisition | Complete | $260.0M | Deal → |
| 6 |
Redrock Wealth Management
Redrock Wealth Management specializes in providing retirement planning, financia…
|
2023-03-08 | Acquisition | Complete | — | Deal → |
| 7 |
One to One Financial Advisors
One to One Financial Advisors provides securities and investment advising servic…
|
2023-03-08 | Acquisition | Complete | — | Deal → |