10
Total deals
$490.0M
Total value
$490.0M
Avg deal
$490.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Hasenberg Financial Group
Hasenberg Financial Group is a financial planning firm that offers retirement pl…
|
2025-10-06 | Acquisition | Complete | — | Deal → |
| 2 |
Cahill Wealth Management
Cahill Wealth Management offers wealth management, financial planning, and inves…
|
2025-05-05 | Acquisition | Complete | — | Deal → |
| 3 |
Soundmark Wealth Management
Soundmark Wealth Management provides retirement planning, tax planning, investme…
|
2024-05-13 | Acquisition | Complete | — | Deal → |
| 4 |
New England Pension Plan Systems
NEPP offers sophisticated retirement solutions tailored to each client's needs w…
|
2023-12-14 | Acquisition | Complete | — | Deal → |
| 5 |
PRW Wealth Management
PRW Wealth Management provides wealth and investment management services.
|
2023-11-16 | Acquisition | Complete | — | Deal → |
| 6 |
Align Wealth Management
Align Wealth Management is a Registered Investment Advisor that provides a wide …
|
2023-10-03 | Acquisition | Complete | — | Deal → |
| 7 |
Erman Retirement Advisory
Erman Retirement Advisory is dedicated to providing financial and life guidance …
|
2022-12-14 | Acquisition | Complete | — | Deal → |
| 8 |
Herrmann & Cooke
Herrmann & Cooke is an investment advisors and financial planners.
|
2022-10-05 | Acquisition | Complete | $490.0M | Deal → |
| 9 |
Smart Investor
Smart Investor provides investment advisory and financial services.
|
2022-08-03 | Acquisition | Complete | — | Deal → |
| 10 |
Viridian Advisors
Viridian Advisors helps closely held businesses, families, and individuals manag…
|
2021-05-19 | Acquisition | Complete | — | Deal → |