34
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
LOC Investment Advisers
LOC Investment Advisers offers investment management, risk management and invest…
|
2026-02-13 | Acquisition | — | — | Deal → |
| 2 |
Lowe Wealth Advisors
Lowe Wealth Advisors provides investment management, insurance, financial planni…
|
2025-12-05 | Acquisition | Complete | — | Deal → |
| 3 |
Liberty Private Client
Liberty Private Client specializes in customized investment services, offering a…
|
2025-10-24 | Acquisition | Complete | — | Deal → |
| 4 |
Coons Advisors
Coons Advisors is a consultancy that provides strategy, advice and investment ma…
|
2025-09-22 | Acquisition | Pending | — | Deal → |
| 5 |
Summit Financial Advisors
Summit Financial Advisors provides financial planning, asset management and weal…
|
2025-09-12 | Acquisition | Complete | — | Deal → |
| 6 |
Evoke Advisors
Evoke Advisors is a insight & an institutional perspective to help them achieve …
|
2025-08-25 | Acquisition | Complete | — | Deal → |
| 7 |
Concentric Wealth Management
Concentric Wealth Management helps clients manage wealth and achieve financial g…
|
2025-01-13 | Acquisition | Pending | — | Deal → |
| 8 |
Garrison Financial Corp.
Garrison Financial Corp. offers investment management and financial planning ser…
|
2025-01-06 | Acquisition | Complete | — | Deal → |
| 9 |
Carmichael Hill & Associates
Carmichael Hill & Associates offers investment management, tax mitigation strate…
|
2024-12-06 | Acquisition | Complete | — | Deal → |
| 10 |
Hyperion Partners
Hyperion Partners provides financial advising services to individuals and organi…
|
2024-10-25 | Acquisition | Complete | — | Deal → |
| 11 |
Halpern Financial
Halpern Financial provides risk management, taxation, consulting, retirement, es…
|
2024-10-07 | Acquisition | Complete | — | Deal → |
| 12 |
B
Bolan Capital Management
Bolan Capital Management is a provider of wealth management services intended fo…
|
2024-09-27 | Acquisition | Complete | — | Deal → |
| 13 |
Harbor Wealth Management
Harbor Wealth Management specializes in providing comprehensive financial planni…
|
2024-05-03 | Acquisition | Complete | — | Deal → |
| 14 |
WaterStone Investment Counsel
WaterStone Investment Counsel helps individuals, businesses and foundations with…
|
2024-01-19 | Acquisition | Complete | — | Deal → |
| 15 |
Traverso Chambers
Traverso Chambers is a financial advisory firm that provides wealth management s…
|
2024-01-16 | Acquisition | Complete | — | Deal → |
| 16 |
Madison Financial Advisors
Madison Wealth Management is a trusted, independent financial planning and inves…
|
2024-01-05 | Acquisition | Complete | — | Deal → |
| 17 |
R
R. Karras Asset Management & Planning
R. Karras Asset Management & Planning is a financial firm that provides wealth m…
|
2023-12-22 | Acquisition | Complete | — | Deal → |
| 18 |
Wiener Financial Management
Wiener Financial Management provides financial planning, advice, retirement plan…
|
2023-04-21 | Acquisition | Complete | — | Deal → |
| 19 |
West Point Business Group
West Point Business Group is a financial services firm.
|
2022-10-06 | Acquisition | Complete | — | Deal → |
| 20 |
Prime Investment Advisors
Prime Investment Advisors offers asset management, cash flow, retirement plannin…
|
2022-09-26 | Acquisition | Complete | — | Deal → |
| 21 |
Pareto Wealth Management
Pareto provides financial planning and wealth management services for its high-n…
|
2022-08-10 | Acquisition | Complete | — | Deal → |
| 22 |
Winfield Associates
Winfield Associates specializes in investment management, consulting, retirement…
|
2022-06-24 | Acquisition | Complete | — | Deal → |
| 23 |
R
Regal Wealth Management
Regal offers a complementary array of wealth management services, like goals-bas…
|
2022-01-03 | Acquisition | Complete | — | Deal → |
| 24 |
Monarch Business & Wealth Management
Monarch Business & Wealth Management is a financial and life management firm tha…
|
2022-01-03 | Acquisition | Complete | — | Deal → |
| 25 |
Investment Planning Associates
Investment Planning Associates offers sensible and tailored financial and invest…
|
2021-12-20 | Acquisition | Complete | — | Deal → |
| 26 |
Queens Oak Advisors
Queens Oak Advisors specializes in wealth management, asset allocation, investme…
|
2021-12-13 | Acquisition | Complete | — | Deal → |
| 27 |
Hochman Cole Investment Advisors
Hochman Cole Investment Advisors is a consultancy that offers investment managem…
|
2021-12-06 | Acquisition | Complete | — | Deal → |
| 28 |
Geier Asset Management
Geier Asset Management provides investment advisory & management, financial plan…
|
2021-09-20 | Acquisition | Complete | — | Deal → |
| 29 |
MWM Investment Consulting
MWM Investment Consulting provides investment management services.
|
2021-05-03 | Acquisition | Complete | — | Deal → |
| 30 |
Grisanti Capital Management
Grisanti Capital Management is an independently-owned investment manager.
|
2020-05-18 | Acquisition | Complete | — | Deal → |
| 31 |
J.M. Hartwell
J.M. Hartwell specializes in growth stock investing and employs a disciplined, f…
|
2020-01-06 | Acquisition | Complete | — | Deal → |
| 32 |
John D. Dovich and Associates
John D. Dovich and Associates provides strategic financial planning services.
|
2019-07-01 | Acquisition | Complete | — | Deal → |
| 33 |
MTX Wealth Management
MTX Wealth Management is a full-service financial and investment advisor to high…
|
2019-06-17 | Acquisition | Complete | — | Deal → |
| 34 |
C
Calfee Financial Advisors - wealth management business
Calfee Financial Advisors - wealth management business provides financial planni…
|
2018-02-07 | Acquisition | Complete | — | Deal → |