20
Total deals
$1.6B
Total value
$800.0M
Avg deal
$850.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
SHP Financial
SHP Financial provides retirement-focused financial planning and wealth manageme…
|
2026-02-10 | Acquisition | — | — | Deal → |
| 2 |
Signature Wealth
Signature Wealth believes the community of Pittsburgh deserves personalized advi…
|
2025-11-04 | Acquisition | Pending | — | Deal → |
| 3 |
Ray Olson
Ray Olson renders retirement planning, insurance planning, taxation, estate plan…
|
2025-10-07 | Acquisition | Complete | — | Deal → |
| 4 |
NEW Wall Street
NEW Wall Street offers tax preparation. tax planning, and small business plannin…
|
2025-09-09 | Acquisition | Pending | — | Deal → |
| 5 |
Halcyon Wealth Advisors
Halcyon Wealth Advisors provides financial planning, wealth management, retireme…
|
2025-07-22 | Acquisition | Pending | — | Deal → |
| 6 |
LifeBridge Financial Group
LifeBridge Financial Group provides financial advisory services through a team o…
|
2025-06-10 | Acquisition | Complete | — | Deal → |
| 7 |
SilverStar Wealth Management
SilverStar Wealth Management offers financial planning and investment management…
|
2025-06-10 | Acquisition | Pending | — | Deal → |
| 8 |
Charter Capital Management
Charter Capital Management specializes in providing wealth management, securitie…
|
2025-03-25 | Acquisition | Pending | — | Deal → |
| 9 |
Reliant Wealth Planning
Reliant Wealth Planning specializes in retirement, estate, legacy planning, gene…
|
2025-02-11 | Acquisition | Pending | — | Deal → |
| 10 |
Rodgers & Associates
Rodgers & Associates provides financial guidance and advice for becoming financi…
|
2024-07-30 | Acquisition | Complete | — | Deal → |
| 11 |
Shelton Financial Group
Shelton Financial Group is a financial services provider that offers investment …
|
2024-07-18 | Acquisition | Complete | — | Deal → |
| 12 |
KDI Wealth Management
KDI Wealth Management is a financial firm that provides asset management, invest…
|
2024-05-16 | Acquisition | Complete | $750.0M | Deal → |
| 13 |
Hughes Financial Services
Hughes Financial Services specializes in retirement planning, investment portfol…
|
2024-01-31 | Acquisition | Complete | — | Deal → |
| 14 |
CD Wealth Management
CD Wealth Management offers financial planning and advisory services for familie…
|
2022-03-01 | Acquisition | Complete | $850.0M | Deal → |
| 15 |
Capital Planning Advisors
Capital Planning Advisors is an investment advisor that provides financial plann…
|
2021-12-09 | Acquisition | Complete | — | Deal → |
| 16 |
Ritter Daniher Financial Advisory
Ritter Daniher Financial Advisory is financial planning and wealth management fi…
|
2021-10-12 | Acquisition | Complete | — | Deal → |
| 17 |
Bedell Frazier Investment Counselling
Bedell Frazier Investment Counselling provides the highest level of Wealth Manag…
|
2020-12-08 | Acquisition | Complete | — | Deal → |
| 18 |
Retirement Wealth Specialists
Retirement Wealth Specialists is a wealth services firm committed to providing p…
|
2020-01-31 | Acquisition | Complete | — | Deal → |
| 19 |
Vector Wealth Management
Vector Wealth Management is a provider of comprehensive financial planning and i…
|
2019-11-14 | Acquisition | Complete | — | Deal → |
| 20 |
Hickory Asset Management
Hickory Asset Management is an financial planning company.
|
2019-08-20 | Acquisition | Complete | — | Deal → |