24
Total deals
$6.8B
Total value
$1.7B
Avg deal
$3.7B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Suncoast Prosperity Advisors
Suncoast Prosperity Advisors is a wealth management practice that delivers perso…
|
2026-02-25 | Acquisition | — | $830.0M | Deal → |
| 2 |
Alpha Cubed Investments
Alpha Cubed Investments is an independent, SEC-registered investment advisory co…
|
2026-01-01 | Acquisition | — | — | Deal → |
| 3 |
Meritage Portfolio Management
Meritage Portfolio Management is an institutionally based investment management …
|
2025-12-01 | Acquisition | — | — | Deal → |
| 4 |
Cobblestone Capitol Advisors
Cobblestone Capital Advisors offers investment management services, wealth plann…
|
2025-09-01 | Acquisition | Complete | — | Deal → |
| 5 |
Carolinas Investment Consulting
Carolinas Investment Consulting is a financial advisory firm that offers financi…
|
2025-03-05 | Acquisition | Pending | — | Deal → |
| 6 |
Campbell Wealth Management
Campbell Wealth Management focuses on financial planning, income planning, insur…
|
2024-12-19 | Acquisition | Pending | — | Deal → |
| 7 |
Boston Financial Management
Boston Financial Management provides wealth management and investment advisory s…
|
2024-11-14 | Acquisition | Pending | — | Deal → |
| 8 |
Southern Wealth Management
Southern Wealth Management provides financial planning services.
|
2023-07-12 | Acquisition | Complete | — | Deal → |
| 9 |
TrustCore
TrustCore provides retirement planning, risk, investment, and wealth management …
|
2023-01-01 | Acquisition | Complete | — | Deal → |
| 10 |
Reynolds Investment Management, Inc.
Reynolds Investment Management is a fee-based investment advisor registered with…
|
2022-08-11 | Acquisition | Complete | — | Deal → |
| 11 |
Frontier Wealth Management
Frontier Wealth Management is a financial company providing financial planning, …
|
2022-07-26 | Acquisition | Complete | — | Deal → |
| 12 |
Portfolio Evaluations
PEI is a privately-owned firm focused exclusively on providing institutional inv…
|
2022-01-14 | Acquisition | Complete | — | Deal → |
| 13 |
RINET Company
RINET Company is a financial services company providing financial planning and w…
|
2021-12-08 | Acquisition | Complete | — | Deal → |
| 14 |
Nachman Norwood & Parrott
Nachman Norwood & Parrott provides financial planning and consulting services fo…
|
2021-07-08 | Acquisition | Complete | — | Deal → |
| 15 |
P
Pacific Investment Consultants
Pacific Investment Consultants is a platform that offers wealth management and r…
|
2021-04-01 | Acquisition | Complete | $700.0M | Deal → |
| 16 |
PWA Wealth Management
PWA Wealth Management provides wealth management and financial planning services…
|
2021-01-29 | Acquisition | Complete | — | Deal → |
| 17 |
MRA Associates
MRA Associates is a provider of investment advisory, wealth management,and tax c…
|
2021-01-07 | Acquisition | Complete | — | Deal → |
| 18 |
Plante Moran Financial Advisors
Plante Moran Financial Advisors offers deep-rooted expertise and resources for i…
|
2020-09-10 | Acquisition | Complete | — | Deal → |
| 19 |
Lakeside Wealth Management
Lakeside Wealth Management provides retirement plan design, investment managemen…
|
2020-06-10 | Acquisition | Complete | $1.6B | Deal → |
| 20 |
Welch Hornsby
Welch Hornsby is an independent financial services firm offering a tailored appr…
|
2020-03-12 | Acquisition | Complete | — | Deal → |
| 21 |
South Texas Money Management
South Texas Money Management implements a unique investment process which focuse…
|
2019-08-22 | Acquisition | Complete | $3.7B | Deal → |
| 22 |
FCE Group
FCE Group has grown to become one of the most diverse wealth management and inve…
|
2018-10-15 | Acquisition | Complete | — | Deal → |
| 23 |
Morton Wealth Management
Morton Wealth Management is a consulting firm that offers wealth management, fin…
|
2018-09-10 | Acquisition | Complete | — | Deal → |
| 24 |
Catawba Capital Management
Catawba Capital Management offers personalized investment management for individ…
|
2018-07-23 | Acquisition | Complete | — | Deal → |