19
Total deals
$10.4B
Total value
$2.1B
Avg deal
$5.1B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Corient Capital Partners
Corient Capital Partners is a wealth management firm.
|
2022-02-22 | Acquisition | Complete | — | Deal → |
| 2 |
Columbia Pacific Wealth Management
Columbia Pacific Management provides Investment Management, Tax & Estate Transfe…
|
2021-12-15 | Acquisition | Complete | — | Deal → |
| 3 |
RH Bluestein
RH Bluestein is comprised of experienced professionals dedicated to the goal of …
|
2021-11-02 | Acquisition | Complete | — | Deal → |
| 4 |
McCutchen Group
McCutchen Group LLC is an Investment Banking company.
|
2021-10-21 | Acquisition | Complete | $3.4B | Deal → |
| 5 |
Portola Partners
Portola Partners provides sophisticated investment advice and integrated compreh…
|
2021-09-14 | Acquisition | Complete | — | Deal → |
| 6 |
Budros, Ruhlin & Roe
Budros, Ruhlin & Roe offers wealth management and investment management services…
|
2021-08-10 | Acquisition | Complete | — | Deal → |
| 7 |
Dowling & Yahnke
Dowling & Yahnke is an investment advisory firm that provides comprehensive port…
|
2021-05-10 | Acquisition | Complete | $5.1B | Deal → |
| 8 |
Barrett Asset Management
Barrett Asset Management provides investment advisory and wealth management serv…
|
2021-03-11 | Acquisition | Complete | — | Deal → |
| 9 |
Segall Bryant & Hamill
Segall Bryant & Hamill is an independent, employee-owned partnership located in …
|
2021-01-25 | Acquisition | Complete | — | Deal → |
| 10 |
RGT Wealth Advisors
RGT Wealth Advisors is a financial services company offering investment planning…
|
2020-11-24 | Acquisition | Complete | — | Deal → |
| 11 |
The Roosevelt Investment Group
The Roosevelt Investment Group is a company that offers investment equity servic…
|
2020-11-11 | Acquisition | Complete | — | Deal → |
| 12 |
Doyle Wealth Management
Doyle Wealth Management's mission is to provide peace of mind and guidance for l…
|
2020-11-05 | Acquisition | Complete | $1.1B | Deal → |
| 13 |
Stavis & Cohen Financial
Stavis & Cohen Financial renders services for benefits planning, investment mana…
|
2020-11-03 | Acquisition | Complete | — | Deal → |
| 14 |
Bowling Portfolio Management
Bowling Portfolio Management is an independent registered investment advisor spe…
|
2020-09-21 | Acquisition | Complete | — | Deal → |
| 15 |
Balasa Dinverno Foltz
Balasa Dinverno Foltz is an investment management company providing wealth manag…
|
2020-08-04 | Acquisition | Complete | — | Deal → |
| 16 |
WealthBar
Online Financial Advice for Canadians
|
2018-12-14 | Acquisition | Complete | $17.7M | Deal → |
| 17 |
Sentry Investments
Sentry Investments is one of Canada's fastest-growing independent asset manageme…
|
2017-08-10 | Acquisition | Complete | $780.0M | Deal → |
| 18 |
Grant Samuel Funds Management
Grant Samuel Funds Management is a independent manager and distributor of invest…
|
2016-11-02 | Acquisition | Complete | — | Deal → |
| 19 |
First Asset
First Asset is a financial company that specializes in ETF experts and advisors …
|
2015-10-23 | Acquisition | Complete | — | Deal → |