7
Total deals
$1.7B
Total value
$1.7B
Avg deal
$1.7B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Omni Financial Advisory Group
Omni Financial Advisory Group renders a full range of investment management, ins…
|
2026-03-30 | Acquisition | Pending | — | Deal → |
| 2 |
GFP Private Wealth
GFH Private Wealth provides the investment and wealth management counsel to a hi…
|
2026-02-03 | Acquisition | — | — | Deal → |
| 3 |
Summit Wealth Strategies
Summit Wealth Strategies is an investment advisory firm.
|
2025-08-05 | Acquisition | Pending | — | Deal → |
| 4 |
Cedrus
Cedrus specializes in wealth management, offering financial planning and advisor…
|
2025-01-27 | Acquisition | Pending | — | Deal → |
| 5 |
SRS Capital Advisors
SRS Capital Advisors is a consultancy that provides investment, financial planni…
|
2024-06-11 | Acquisition | Complete | $1.7B | Deal → |
| 6 |
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors is a financial firm that provides insurance plannin…
|
2024-04-11 | Acquisition | Complete | — | Deal → |
| 7 |
Ashton Thomas Private Wealth
Ashton Thomas provides wealth advisory services to individuals, families, instit…
|
2023-09-13 | Acquisition | Complete | — | Deal → |