32
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Thompson Wealth Management
Thompson Wealth Management provides financial and investment services.
|
2026-02-26 | Acquisition | Pending | — | Deal → |
| 2 |
LongView Asset Management
Sustainble asset management solutions for individuals and institutions.
|
2026-02-02 | Acquisition | — | — | Deal → |
| 3 |
Capital Insight Partners
Capital Insight Partners offers global investment management along with financia…
|
2026-01-06 | Acquisition | Complete | — | Deal → |
| 4 |
Clearview Wealth Advisors
Clearview Wealth Advisors is a planning-focused wealth management firm specializ…
|
2025-12-16 | Acquisition | Pending | — | Deal → |
| 5 |
Better Money Decisions
Better Money Decisions is a financial planning firm that specializes in asset ma…
|
2025-08-26 | Acquisition | Complete | — | Deal → |
| 6 |
Rappaport Reiches Capital Management
Rappaport Reiches Capital Management offers wealth management, private banking a…
|
2025-07-22 | Acquisition | Complete | — | Deal → |
| 7 |
NBS Financial Services
NBS Financial Services is an investment advisory firm.
|
2025-04-30 | Acquisition | Complete | — | Deal → |
| 8 |
AlphaMark Advisors
AlphaMark Advisors provides investment, wealth management, financial planning, m…
|
2025-04-15 | Acquisition | Complete | — | Deal → |
| 9 |
Peninsula Wealth
Peninsula Wealth is a wealth management firm that offers estate planning, invest…
|
2025-04-02 | Acquisition | Complete | — | Deal → |
| 10 |
The Holben Group
The Holben Group is a financial services company that specializes in advanced an…
|
2025-03-04 | Acquisition | Complete | — | Deal → |
| 11 |
Criterion Capital Advisors
Criterion Capital Advisors specializes in investment management, financial plann…
|
2025-02-04 | Acquisition | Complete | — | Deal → |
| 12 |
Executive Wealth Management
Executive Wealth Management is an investment advisory firm that seeks to achieve…
|
2025-01-07 | Acquisition | Pending | — | Deal → |
| 13 |
Gather Financial Services
Gather Financial Services is a finance company that specializes in financial pla…
|
2024-11-04 | Acquisition | Complete | — | Deal → |
| 14 |
Riley Private Client
Riley private client provides financial services.
|
2024-11-04 | Acquisition | Complete | — | Deal → |
| 15 |
CornerCap Investment Counsel
CornerCap Investment Counsel provides wealth management services to clients
|
2024-09-17 | Acquisition | Complete | — | Deal → |
| 16 |
Sloan Investment Management
Sloan Investment Management is a financial advisory firm that offers portfolio s…
|
2024-07-01 | Acquisition | Complete | — | Deal → |
| 17 |
Wacker Wealth Partners
Wacker Wealth Partners specializes in wealth management, financial planning, bus…
|
2024-04-02 | Acquisition | Complete | — | Deal → |
| 18 |
Marble Capital
Marble Capital is a fund manager providing capital solutions throughout all part…
|
2023-10-10 | Acquisition | Complete | — | Deal → |
| 19 |
Foothills Financial Planning
Foothills Financial Planning is a consultancy that specializes in investments, r…
|
2023-10-10 | Acquisition | Complete | — | Deal → |
| 20 |
Resolute Financial George
Resolute Financial is a company that provides investment management and financia…
|
2023-02-22 | Acquisition | Complete | — | Deal → |
| 21 |
Cribstone Capital Management
Cribstone Capital Management provides financial services.
|
2023-01-04 | Acquisition | Complete | — | Deal → |
| 22 |
Vantage Advisors
Vantage Advisors renders financial planning, taxation, estate planning, successi…
|
2022-05-03 | Acquisition | Complete | — | Deal → |
| 23 |
Klein Financial Advisors
Klein Financial Advisors provides investment management and financial planning a…
|
2022-01-26 | Acquisition | Complete | — | Deal → |
| 24 |
Mindful Money
Mindful Money provides financial planning and investment advisory services.
|
2022-01-04 | Acquisition | Complete | — | Deal → |
| 25 |
H
Homewood Capital Management
Homewood Capital Management provides customized and comprehensive financial plan…
|
2021-08-31 | Acquisition | Complete | — | Deal → |
| 26 |
NewFocus Financial Group
NewFocus Financial Group specializes in helping clients build, maintain and pres…
|
2021-01-19 | Acquisition | Complete | — | Deal → |
| 27 |
The Insight Group
The Insight Group is a wealth management service.
|
2020-10-05 | Acquisition | Complete | — | Deal → |
| 28 |
Financial Insight Center
Financial Insight Center offers retirement planning and wealth management.
|
2020-10-05 | Acquisition | Complete | — | Deal → |
| 29 |
Personal Financial Consultants
Personal Financial Consultants is an independent fee-only financial planning an…
|
2019-08-21 | Acquisition | Complete | — | Deal → |
| 30 |
P
Pathlight Investors
Pathlight Investors has offered personalized and integrated advisory and investm…
|
2019-07-10 | Acquisition | Complete | — | Deal → |
| 31 |
Conlon Dart Wealth Management
Conlon Dart Wealth Management is a wealth management and financial planning firm…
|
2019-05-08 | Acquisition | Complete | — | Deal → |
| 32 |
Donnelly Wealth Advisors
Donnelly Wealth Advisors is an independent RIA firm.
|
2018-06-04 | Acquisition | Complete | — | Deal → |