10
Total deals
$3.9B
Total value
$774.0M
Avg deal
$2.7B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Mariner Advisor Network
Mariner Advisor Network is a financial advisor firm that provides business consu…
|
2026-04-14 | Acquisition | Pending | — | Deal → |
| 2 |
Commonwealth Financial Network
Commonwealth Financial Network is an independent broker and dealer supporting fi…
|
2025-03-28 | Acquisition | Complete | $2.7B | Deal → |
| 3 |
The Investment Center
The Investment Center is a broker-dealer firm.
|
2024-09-04 | Acquisition | Complete | — | Deal → |
| 4 |
Atria Wealth Solutions
Atria Wealth Solutions is a modern wealth management solutions holding company.
|
2024-02-13 | Acquisition | Complete | $805.0M | Deal → |
| 5 |
Crown Capital Securities
Crown Capital Securities provides financial services dealer.
|
2023-07-25 | Acquisition | Complete | — | Deal → |
| 6 |
BlazePortfolio
Investment Automation for Investment Advisors
|
2020-10-27 | Acquisition | Complete | $12.0M | Deal → |
| 7 |
Lucia Securities
Lucia Securities provides independent financial advice to individuals, affluent …
|
2020-04-28 | Acquisition | Complete | — | Deal → |
| 8 |
AdvisoryWorld
AdvisoryWorld provides portfolio analytics and investment planning apps to inves…
|
2018-12-03 | Acquisition | Complete | $28.0M | Deal → |
| 9 |
National Planning Holdings
National Planning Holdings is a broker-dealer network of financial advisers for …
|
2017-08-15 | Acquisition | Complete | $325.0M | Deal → |
| 10 |
Fortigent, LLC
Fortigent, LLC is a company that was acquired by LPL Financial in 2012 .
|
2012-01-03 | Acquisition | Complete | — | Deal → |