6
Total deals
$1.2B
Total value
$1.2B
Avg deal
$1.2B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 | 2026-03-31 | Acquisition | Complete | — | Deal → | |
| 2 |
Darnall Sikes Wealth Partners
Darnall Sikes Wealth Partners provides wealth management, financial planning, an…
|
2026-01-22 | Acquisition | Complete | — | Deal → |
| 3 |
Concourse Financial Group
Concourse Financial Group offers an innovative approach to holistic insurance an…
|
2024-10-08 | Acquisition | Complete | — | Deal → |
| 4 |
Avantax Wealth Management
Avantax Wealth Management is pioneering the future of comprehensive wealth manag…
|
2023-09-11 | Acquisition | Complete | $1.2B | Deal → |
| 5 |
Powell Financial Partners
Powell Financial Partners is an independent wealth management organization that …
|
2023-08-03 | Acquisition | Complete | — | Deal → |
| 6 |
The Retirement Planning Group
The Retirement Planning Group helped numerous families and retiring couples achi…
|
2023-06-06 | Acquisition | Complete | — | Deal → |
