5
Total deals
$450.0M
Total value
$450.0M
Avg deal
$450.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
MainStreet Financial Advisors
MainStreet Financial Advisors is a registered investment advisor firm specializi…
|
2026-01-14 | Acquisition | Complete | — | Deal → |
| 2 |
First State Investment Advisors
First State Investment Advisors is an investment service company.
|
2026-01-14 | Acquisition | Complete | — | Deal → |
| 3 |
TFG Advisors
TFG Advisors is a provider of life and wealth management advisory services.
|
2025-07-09 | Acquisition | Complete | — | Deal → |
| 4 |
Clarify Wealth Management
Clarify Wealth Management offers financial planning services and investment advi…
|
2024-10-02 | Acquisition | Complete | $450.0M | Deal → |
| 5 |
Personal Wealth Partners
Personal Wealth Partners provides financial services like insurance, tax plannin…
|
2022-07-13 | Merge | Complete | — | Deal → |