13
Total deals
$585.0M
Total value
$585.0M
Avg deal
$585.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Buckingham Strategic Wealth
Buckingham Strategic Wealth is an investment management company that offers weal…
|
2023-05-12 | Acquisition | Complete | — | Deal → |
| 2 |
Provident Financial Management
Provident Financial Management specializes in providing financial services to a …
|
2021-12-31 | Acquisition | Complete | — | Deal → |
| 3 |
Alley Company
Alley Company is an independent registered investment advisor that specializes i…
|
2021-11-30 | Acquisition | Complete | $585.0M | Deal → |
| 4 |
Ullmann Wealth Partners
Ullmann Wealth Partners provides wealth management services.
|
2021-10-07 | Acquisition | Complete | — | Deal → |
| 5 |
Cardinal Point Wealth Management
Cardinal Point Wealth Management: Your premier partner for personalized financia…
|
2021-09-16 | Acquisition | Complete | — | Deal → |
| 6 |
Sonora Investment Management
Sonora Investment Management is an investment advisory firm that offers financia…
|
2021-07-01 | Acquisition | Complete | — | Deal → |
| 7 |
Badgley Phelps
Badgley Phelps specializes in wealth, investment management and financial planni…
|
2021-06-28 | Acquisition | Complete | — | Deal → |
| 8 |
ARS Wealth Advisors
ARS Wealth Advisors is a professional wealth management firm.
|
2021-06-01 | Acquisition | Complete | — | Deal → |
| 9 |
Rollins Financial
Rollins Financial provides wealth management, fiduciary, tax, retirement, accoun…
|
2021-03-01 | Acquisition | Complete | — | Deal → |
| 10 |
P
Prairie Capital
Prairie Capital Management Group is a registered investment advisor that serves …
|
2021-02-25 | Acquisition | Complete | — | Deal → |
| 11 |
Hill Investment Group
Hill Investment Group is an evidence-based investment advisory firm, serving a s…
|
2021-01-15 | Acquisition | Complete | — | Deal → |
| 12 |
Kavar Capital Partners
Kavar Capital Partners is a wealth management firm.
|
2020-12-01 | Acquisition | Complete | — | Deal → |
| 13 |
Merriman
A fee-only investment advisory firm with a strong focus on excellent service, sm…
|
2013-01-01 | Acquisition | Complete | — | Deal → |