43
Total deals
$3.0B
Total value
$1.0B
Avg deal
$1.9B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Duncan & Haley
Duncan & Haley is an independent financial firm that provides estate planning, t…
|
2026-03-12 | Acquisition | Pending | — | Deal → |
| 2 |
Baseline Wealth Management
Independent Swiss wealth manager offering bespoke investment, planning and famil…
|
2026-01-13 | Acquisition | Pending | — | Deal → |
| 3 |
MASECO
MASECO is an independent wealth management firm.
|
2025-12-18 | Acquisition | Pending | — | Deal → |
| 4 |
Marshall Financial Group
Marshall Financial Group is in the business of helping & achieve financial wellb…
|
2025-12-09 | Acquisition | Pending | — | Deal → |
| 5 |
Burt Wealth Advisors
Burt Wealth Advisors is an independent, boutique wealth management firm.
|
2025-12-02 | Acquisition | Pending | — | Deal → |
| 6 |
SageView Advisory Group
SageView Advisory Group is a investment advisory firm.
|
2025-10-09 | Acquisition | Complete | — | Deal → |
| 7 |
Financial Abundance
Financial Abundance empowers individuals and businesses to achieve financial gro…
|
2025-09-30 | Acquisition | Complete | — | Deal → |
| 8 |
Grassi Investment Management
Grassi Investment Management is a financial company that offers consultation, ca…
|
2025-09-09 | Acquisition | Complete | — | Deal → |
| 9 |
Mosaic Pacific Investment Advisors
Mosaic Pacific Investment Advisors is a firm that provides financial advisory an…
|
2025-07-15 | Acquisition | Complete | — | Deal → |
| 10 |
Monterey Private Wealth
Monterey Private Wealth offers investment management, consulting, financial and …
|
2025-03-31 | Acquisition | Pending | — | Deal → |
| 11 |
Maxwell Wealth Strategies
Maxwell Wealth Strategies provides financial consulting services to individuals,…
|
2025-02-18 | Acquisition | Complete | — | Deal → |
| 12 |
Kowal Investment Group
Kowal Investment Group is a financial services company working closely with reti…
|
2025-01-07 | Acquisition | Complete | — | Deal → |
| 13 |
Edmonds Duncan Investment
Edmonds Duncan Investment is a client-focused, full-service wealth management co…
|
2024-11-12 | Acquisition | Complete | — | Deal → |
| 14 |
ML&R Wealth Management
ML&R Wealth Management is a financial consulting service to individuals, familie…
|
2024-04-02 | Acquisition | Complete | — | Deal → |
| 15 |
Daniels + Tansey
Daniels + Tansey is an advisory firm that offers financial planning, taxation an…
|
2023-11-28 | Acquisition | Complete | — | Deal → |
| 16 |
Kistler-Tiffany Advisors
Kistler-Tiffany Advisors has been providing fee-based comprehensive wealth manag…
|
2023-10-03 | Acquisition | Complete | — | Deal → |
| 17 |
BerganKDV
BerganKDV is a CPA firm and professional services company.
|
2023-06-05 | Acquisition | Complete | — | Deal → |
| 18 |
Telarray
Telarray offers financial planning, retirement planning, investment management, …
|
2023-03-07 | Acquisition | Complete | $1.0B | Deal → |
| 19 |
Wipfli Financial Advisors
Wipfli Financial Advisors provides financial, and investment advice to individua…
|
2022-08-17 | Acquisition | Complete | — | Deal → |
| 20 |
Rosen Capital Management
Rosen Capital Management specialize in complete financial planning to include ta…
|
2022-06-10 | Acquisition | Complete | — | Deal → |
| 21 |
Ferris Capital
Ferris Capital is a financial services company that deals with investment adviso…
|
2022-06-01 | Acquisition | Complete | — | Deal → |
| 22 |
Heritage Way Advisors
Heritage Way Advisors provides retirement planning and wealth management service…
|
2022-04-08 | Acquisition | Complete | — | Deal → |
| 23 |
Hatton Consulting
Hatton Consulting is an independent wealth management firm.
|
2022-04-06 | Acquisition | Complete | — | Deal → |
| 24 |
Keystone Wealth Partners
Keystone Wealth Partners provides investment management, advice, and counseling …
|
2022-04-06 | Acquisition | Complete | — | Deal → |
| 25 |
Resource Management
Resource Management is an advisory firm that provides financial services and adv…
|
2022-04-05 | Acquisition | Complete | $1.9B | Deal → |
| 26 |
Emery & Howard Portfolio Management
Emery & Howard Portfolio Management provides financial planning, estate planning…
|
2022-03-29 | Acquisition | Complete | — | Deal → |
| 27 |
The Doman Group
The Doman Group is a private wealth management firm.
|
2022-03-01 | Acquisition | Complete | — | Deal → |
| 28 |
JBJ Invest
JBJ is a company which provides Investment Management, Retirement Plan Consultin…
|
2022-02-15 | Acquisition | Complete | — | Deal → |
| 29 |
Paradigm Financial Advisors
Paradigm Financial Advisors is a financial firm that offers wealth management, i…
|
2022-02-01 | Acquisition | Complete | — | Deal → |
| 30 |
Reilly Financial Advisors
Reilly Financial Advisors is a wealth management, investment management and rela…
|
2022-01-18 | Acquisition | Complete | — | Deal → |
| 31 |
Berno Financial Management
Berno Financial Management helped proactive families and individuals in the grea…
|
2022-01-04 | Acquisition | Complete | — | Deal → |
| 32 |
Dashboard Wealth Advisors
Dashboard Wealth Advisors is an Integrated Wealth Management Services for High N…
|
2021-11-30 | Acquisition | Complete | — | Deal → |
| 33 |
SBSB Financial Advisors
SBSB Financial Advisors is a financial solutions firm that offers portfolio mana…
|
2021-05-04 | Acquisition | Complete | — | Deal → |
| 34 |
Castle Wealth Advisors
Castle Wealth Advisors is to provide comprehensive personal and business financi…
|
2021-04-27 | Acquisition | Complete | — | Deal → |
| 35 |
Sunrise Advisors
Sunrise Advisors is the “fee-only” Registered Investment Advisor (RIA) firms.
|
2020-09-15 | Acquisition | Complete | — | Deal → |
| 36 |
Thun Financial Advisors
Thun Financial Advisors provides comprehensive financial planning and investment…
|
2020-09-15 | Acquisition | Complete | — | Deal → |
| 37 |
TrueWealth
Provides advice that empowers clients to identify their personal financial prior…
|
2020-08-24 | Acquisition | Complete | — | Deal → |
| 38 |
Miller Financial Management
Miller Financial Management provides fee-only investment, financial planning and…
|
2020-08-18 | Acquisition | Complete | — | Deal → |
| 39 |
Coe Financial Services
Coe Financial Services provides comprehensive financial planning and investment …
|
2020-04-09 | Acquisition | Complete | $126.0M | Deal → |
| 40 |
Stratford Consulting
Stratford Consulting provides comprehensive financial planning and investment ma…
|
2020-01-22 | Acquisition | Complete | — | Deal → |
| 41 |
OptiFour Integrated Wealth Management
OptiFour Integrated Wealth Management optimize and integrate wealth management, …
|
2019-11-19 | Acquisition | Complete | — | Deal → |
| 42 |
Americas Best 401k
Americas Best 401k provides financial advisory and services.
|
2019-09-24 | Acquisition | Complete | — | Deal → |
| 43 |
The Johnston Group
The Johnston Group provides financial planning and investment management service…
|
2019-02-16 | Acquisition | Complete | — | Deal → |