32
Total deals
$887.0M
Total value
$443.5M
Avg deal
$527.0M
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Wealth Conscious Management
Wealth Conscious Management is a full-service independent wealth management orga…
|
2026-06-01 | Acquisition | Complete | — | Deal → |
| 2 |
Cowell Insurance Services
Cowell Insurance Services is a property and casualty insurance provider that spe…
|
2026-03-04 | Acquisition | Complete | — | Deal → |
| 3 |
First National Corporation
First National Advisors is a full-service wealth management firm and Registered …
|
2026-01-01 | Acquisition | Complete | — | Deal → |
| 4 |
S
Strava Wealth
Strava Wealth is a financial advisory firm that specializes in wealth management…
|
2026-01-01 | Acquisition | Complete | — | Deal → |
| 5 |
Defined Financial Planning
Defined Financial Planning builds custom retirement-focused financial packages f…
|
2025-11-04 | Acquisition | Complete | — | Deal → |
| 6 |
Ultra Financial Partners
Ultra Financial Partners offers retirement planning, investment management, esta…
|
2025-08-21 | Acquisition | Complete | — | Deal → |
| 7 |
Forte Capital
Forte Capital offers your family full-service wealth management as it develops a…
|
2025-08-21 | Acquisition | Complete | — | Deal → |
| 8 |
Taurus Asset Management
Taurus Asset Management is a wealth management firm that creates solutions for h…
|
2025-06-03 | Acquisition | Complete | — | Deal → |
| 9 |
Hyre Personal Wealth Advisors
Hyre Personal Wealth Advisors specializes in wealth management including financi…
|
2025-05-01 | Acquisition | Complete | — | Deal → |
| 10 |
Ocean Heights Advisors
Ocean Heights Advisors is a wealth management and advanced financial planning fi…
|
2025-03-05 | Acquisition | Pending | — | Deal → |
| 11 |
Triton Financial Group
Triton Financial Group is an independent and fee-based financial planning firm.
|
2025-01-14 | Acquisition | Complete | — | Deal → |
| 12 |
Jenkins Wealth
Jenkins Wealth provides investment strategies, employee benefits, life insurance…
|
2025-01-14 | Acquisition | Pending | — | Deal → |
| 13 |
Cassady Schiller CPAs & Advisors
Cassady Schiller CPAs & Advisors specializes in accounting, wealth management an…
|
2025-01-14 | Acquisition | Pending | — | Deal → |
| 14 |
Atlas Financial
Atlas Financial is a financial planning firm that provides consultancy, business…
|
2024-12-04 | Acquisition | Complete | — | Deal → |
| 15 |
Newport Advisory'
Newport Advisory's mission is to help wealthier individuals protect, plan for, i…
|
2024-12-04 | Acquisition | Complete | — | Deal → |
| 16 |
Woodbridge International
Woodbridge International is a mergers and acquisitions firm with offices in Nort…
|
2024-09-03 | Acquisition | Complete | — | Deal → |
| 17 |
Confluence Financial Planning, LLC
Confluence Financial Planning offers securities & advisory service & offers a hi…
|
2023-10-16 | Acquisition | Complete | $360.0M | Deal → |
| 18 |
Walker Wealth
Walker Wealth is an investment management firm that provides strategic wealth pl…
|
2023-02-21 | Acquisition | Complete | — | Deal → |
| 19 |
The Financial Services Network
The Financial Services Network is a financial advisory group of business and inv…
|
2022-07-19 | Acquisition | Complete | — | Deal → |
| 20 |
Arbor Wealth Management
Arbor Wealth Management provides investment and banking services.
|
2022-02-15 | Acquisition | Complete | $527.0M | Deal → |
| 21 |
Viewpoint Financial Network
Viewpoint Financial Network Securities are offered through Commonwealth Financia…
|
2022-01-12 | Acquisition | Complete | — | Deal → |
| 22 |
RTS Private Wealth Management
RTS Private Wealth Management maintains high-quality investments, diversificatio…
|
2021-12-01 | Acquisition | Complete | — | Deal → |
| 23 |
Savant Investment Group
Savant Investment Group is an investment advisory company that provides wealth m…
|
2021-11-18 | — | Complete | — | Deal → |
| 24 |
Vaughn Wealth
Vaughn Wealth provides financial, estate & tax, retirement planning, investment,…
|
2021-10-06 | Acquisition | Complete | — | Deal → |
| 25 |
FCG Advisors
FCG Advisors offers investment advisory services.
|
2021-09-23 | Acquisition | Complete | — | Deal → |
| 26 |
Channel Islands Group
Channel Islands Group specializes in estate, tax, trust, and insurance planning.
|
2021-07-28 | Acquisition | Complete | — | Deal → |
| 27 |
AdvicePeriod
AdvicePeriod think it’s time to reinvent wealth management and focus clients on …
|
2021-07-20 | Acquisition | Complete | — | Deal → |
| 28 |
Allegiant Private Advisors
Allegiant Private Advisors offers services in wealth management, investment mana…
|
2021-07-08 | Acquisition | Complete | — | Deal → |
| 29 |
SMS Capital Management
SMS Capital Management is provides practical, effective, personalized wealth man…
|
2019-06-12 | Acquisition | Complete | — | Deal → |
| 30 |
SingerXenos Wealth Management
Singer Xenos is one of South Florida’s largest independent, fee-based wealth man…
|
2019-04-17 | Acquisition | Complete | — | Deal → |
| 31 |
Authent Advisors
Authent Advisors helps to build and preserve a secure financial future.
|
2019-02-19 | Acquisition | Complete | — | Deal → |
| 32 |
Patriot Wealth Management
Patriot Wealth Management is a comprehensive financial management firm.
|
2018-11-12 | Acquisition | Complete | — | Deal → |