28
Total deals
$1.6B
Total value
$392.5M
Avg deal
$600.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
M
MGB Wealth Management
MGB Wealth Management is a boutique registered investment advisory firm that spe…
|
2026-03-24 | Acquisition | Complete | — | Deal → |
| 2 |
Pacifica Wealth Advisors
Pacifica Wealth Advisors offers financial planning, retirement planning, and fin…
|
2026-03-24 | Acquisition | Complete | — | Deal → |
| 3 |
The Financial Advisors
The Financial Advisors offers financial security and planning strategy with tax …
|
2026-02-24 | Acquisition | — | — | Deal → |
| 4 |
Financial Planning Solutions
Financial Planning Solutions is a financial management company that provides est…
|
2026-02-03 | Acquisition | — | — | Deal → |
| 5 |
VOYAGER CAPITAL MANAGEMENT
VOYAGER CAPITAL MANAGEMENT is an investment advisory firm that offers wealth man…
|
2026-02-03 | Acquisition | — | — | Deal → |
| 6 |
InvestmentHunter Wealth Services
InvestmentHunter Wealth Services provides life planning, retirement, estate, tax…
|
2026-02-03 | Acquisition | — | — | Deal → |
| 7 |
Litman Gregory Asset Management
Litman Gregory Asset Management specializes in personal wealth management and in…
|
2026-01-01 | Acquisition | Complete | — | Deal → |
| 8 |
Hemington Wealth Management
Hemington Wealth Management is a wealth management firm that provides services l…
|
2025-11-18 | Acquisition | Complete | — | Deal → |
| 9 |
Sensible Financial Planning and Management
It is founded to make state-of-the-art, unbiased and personalized financial advi…
|
2025-10-09 | Acquisition | Pending | — | Deal → |
| 10 |
The Family Firm
The Family Firm is a financial services ana banking company located in Bethesda.
|
2025-10-07 | Acquisition | Complete | — | Deal → |
| 11 |
Amore Ambro
Amore Ambro LLC offers independent financial advisory services, focusing on weal…
|
2025-09-09 | Acquisition | Complete | — | Deal → |
| 12 |
Alderfer Bergen & Company
Alderfer Bergen & Company is a financial security and advisory company.
|
2025-09-09 | Acquisition | Complete | — | Deal → |
| 13 |
Moser Wealth Advisors
Moser Wealth Advisors is a regionally owned & operated wealth management firm th…
|
2025-09-01 | Acquisition | Pending | — | Deal → |
| 14 |
Artemis Financial Advisors
Artemis Financial Advisors is a financial planning and investment management fir…
|
2024-12-17 | Acquisition | Pending | — | Deal → |
| 15 |
Landmark Wealth Management Group
Landmark Wealth Management Group is a financial firm that provides health insura…
|
2024-10-15 | Acquisition | Complete | — | Deal → |
| 16 |
Solidcrystalsusa
We marge art & technology produce bespoke 3D & 2D photo crystals.
|
2024-06-04 | Acquisition | Complete | — | Deal → |
| 17 |
Benchmark Private Wealth Management
Benchmark Private Wealth Management provides wise, unbiased and thoughtful wealt…
|
2022-08-24 | Merge | Complete | $600.0M | Deal → |
| 18 |
Goldstein Group Financial Advisors
Goldstein Group Financial Advisors is providing Risk Management, Business Planni…
|
2022-05-02 | Acquisition | Complete | — | Deal → |
| 19 |
Duncan Financial
Duncan Financial is a financial services and investment advisory company.
|
2022-05-02 | Acquisition | Complete | — | Deal → |
| 20 |
Rainier Financial Group
Rainier Financial Group is an advisory firm that helps in making financial decis…
|
2021-09-01 | Acquisition | Complete | — | Deal → |
| 21 |
Northstar Investment Advisors
Northstar Investment Advisors specializes in retirement planning, portfolio inve…
|
2021-08-17 | Merge | Complete | — | Deal → |
| 22 |
Wealthstreet Investment Advisors
Wealthstreet Investment Advisors is an investment firm that provides advisory se…
|
2021-04-01 | Acquisition | Complete | — | Deal → |
| 23 |
Wealth Design
Wealth Design offers an intimate, detailed approach to uncovering what wealth me…
|
2021-03-01 | — | Complete | $350.0M | Deal → |
| 24 |
CDA Group
CDA Group seeks to educate and inform you to make prudent decisions regarding in…
|
2021-01-13 | Acquisition | Complete | $510.0M | Deal → |
| 25 |
Essex Asset Management
Essex Asset Management is a full-service investment advisory business that focus…
|
2021-01-13 | Acquisition | Complete | $110.0M | Deal → |
| 26 |
CBD Wealth Management
CBD Wealth Management is a wealth management firm.
|
2020-11-23 | Acquisition | Complete | — | Deal → |
| 27 |
Heller Wealth Advisors
Heller Wealth Advisors is a wealth management company.
|
2019-04-01 | Acquisition | Complete | — | Deal → |
| 28 |
Albert Heeg Investment Management
Albert Heeg Investment Management is an institutional consulting services group.
|
2015-03-19 | Acquisition | Complete | — | Deal → |