15
Total deals
$500.0M
Total value
$500.0M
Avg deal
$500.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Carson Wealth Management Group
Carson Wealth Management Group’s mission is to inspire our clients to achieve Tr…
|
2026-04-22 | Acquisition | Pending | — | Deal → |
| 2 |
Furstenau Financial
Furstenau Financial is an independent wealth management firm.
|
2026-03-12 | Acquisition | Pending | — | Deal → |
| 3 |
Schlipman Wealth Advisors
Schlipman Wealth Advisors is a financial planning and wealth management firm.
|
2026-01-28 | Acquisition | — | — | Deal → |
| 4 |
Wells Trecaso Financial Group
Wells Trecaso Financial Group offers financial planning, asset management, inves…
|
2025-09-18 | Acquisition | Complete | — | Deal → |
| 5 |
Aveo Capital
Aveo Capital focuses on wealth planning, portfolio management, strategic resourc…
|
2025-07-09 | Acquisition | Complete | — | Deal → |
| 6 |
Jacob William Advisory
Jacob William Advisory provides a complete range of investment management, finan…
|
2025-07-01 | Acquisition | Pending | — | Deal → |
| 7 |
Wambolt & Associates
Wambolt & Associates is a wealth management, tax, estate, and investment advisor…
|
2025-06-10 | Acquisition | Complete | — | Deal → |
| 8 |
SRQ Wealth
SRQ Wealth provides investment management, financial, and retirement planning se…
|
2025-05-28 | Acquisition | Pending | — | Deal → |
| 9 |
Mommaerts Mahaney Financial Services
Mommaerts Mahaney Financial Services is a financial services company.
|
2025-04-08 | Acquisition | Complete | — | Deal → |
| 10 |
Sweet Financial Services
Sweet Financial Services offers wealth management, retirement, and financial pla…
|
2024-10-15 | Acquisition | Complete | — | Deal → |
| 11 |
True North Financial
True North Financial is a registered financial advisor.
|
2024-09-26 | Acquisition | Complete | — | Deal → |
| 12 |
The Shobe Financial Group
The Shobe Financial Group offers wealth management and financial planning servic…
|
2023-03-16 | Acquisition | Complete | $500.0M | Deal → |
| 13 |
N
Northface Capital Holdings
Northface Capital Holdings is a full-service financial planning and wealth manag…
|
2022-12-01 | Acquisition | Complete | — | Deal → |
| 14 |
Abaris Financial Group
Abaris Financial Group offers portfolio management, wealth planning, private tru…
|
2019-05-07 | Acquisition | Complete | — | Deal → |
| 15 |
Mineral Agency
Mineral, a digital marketing and technology firm.
|
2018-07-31 | Acquisition | Complete | — | Deal → |