101
Total deals
$3.1B
Total value
$627.0M
Avg deal
$1.5B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Eagleson Arndt Financial Advisors
Eagleson Arndt Financial Advisors provides financial services.
|
2026-05-05 | Acquisition | Complete | — | Deal → |
| 2 |
Long Run Wealth Advisors
Long Run Wealth Advisors offers retirement strategies, financial planning, inves…
|
2026-01-07 | Acquisition | Complete | — | Deal → |
| 3 |
Poterack Capital Advisory, Inc.
Poterack Capital Advisory is an independent, comprehensive financial planning fi…
|
2026-01-07 | Acquisition | Pending | — | Deal → |
| 4 |
McConnell Financial Advisors
McConnell Financial Advisors offers financial planning, real estate services, an…
|
2025-12-16 | Acquisition | Pending | — | Deal → |
| 5 |
Thompson Advisory Services
Thompson Advisory Services offers financial planning, retirement strategies, and…
|
2025-12-10 | Acquisition | Pending | — | Deal → |
| 6 |
Glass Jacobson Wealth Advisors
Glass Jacobson Wealth Advisors helps individuals, and businesses implement a per…
|
2025-12-03 | Acquisition | Pending | — | Deal → |
| 7 |
Beach Freeman Lim and Cleland
Beach Freeman Lim and Cleland is an accounting firm.
|
2025-11-12 | Acquisition | Pending | — | Deal → |
| 8 |
Singer Burke
Singer Burke is a comprehensive financial consulting firm that offers accounting…
|
2025-10-07 | Acquisition | Pending | — | Deal → |
| 9 |
Eagle Wealth Management
Eagle Wealth Management specializes in tax, investment, wealth management and fi…
|
2025-09-02 | Acquisition | Pending | — | Deal → |
| 10 |
West Oak Capital
West Oak Capital provides core-style investment management for balanced, equity,…
|
2025-09-02 | Acquisition | Pending | — | Deal → |
| 11 |
F
Family Wealth Planning Group
Family Wealth Planning Group offers wealth management services, including family…
|
2025-08-01 | Acquisition | Complete | — | Deal → |
| 12 |
O‘Brien Wealth Partners
O‘Brien Wealth Partners offers investment management, financial planning, insura…
|
2025-07-01 | Acquisition | Pending | — | Deal → |
| 13 |
Full Sail Capital
Full Sail Capital is an investment management firm that offers wealth, asset int…
|
2025-06-03 | Acquisition | Pending | — | Deal → |
| 14 |
T
Tufton Capital Ltd.
Tufton Capital Ltd. is a company that specializes in financial planning services…
|
2025-05-08 | Acquisition | Complete | — | Deal → |
| 15 |
Vishria Bird Financial Group
Vishria Bird Financial Group offers financial planning and investment management…
|
2025-04-01 | Acquisition | Pending | — | Deal → |
| 16 |
D Scott Neal Inc
D. Scott Neal, Inc. is a respected, long-standing financial planning firm with o…
|
2025-04-01 | Acquisition | Pending | — | Deal → |
| 17 |
Financial Partners Group
Financial Partners Group specializes in retirement planning, distribution, and w…
|
2025-02-04 | Acquisition | Pending | — | Deal → |
| 18 |
Frango Financial
Frango Financial provides comprehensive one-on-one financial planning services t…
|
2024-12-03 | Acquisition | Complete | — | Deal → |
| 19 |
Chapel and Collins
Chapel and Collins offers financial planning, retirement planning, investment, a…
|
2024-11-12 | Acquisition | Pending | — | Deal → |
| 20 |
Waypoint Capital Advisors
Waypoint Capital Advisors specializes in investment advisory and financial plann…
|
2024-11-12 | Acquisition | Complete | — | Deal → |
| 21 |
Kades & Cheifetz
Kades & Cheifetz is an independent RIA, offering customized investment and wealt…
|
2024-10-02 | Acquisition | Complete | — | Deal → |
| 22 |
Kiely Wealth Advisory Group
Kiely Wealth Advisory Group is a consulting firm that offers portfolio managemen…
|
2024-10-01 | Acquisition | Complete | — | Deal → |
| 23 |
Benchmark Wealth Management
Benchmark Wealth Management provides financial planning and wealth management se…
|
2024-09-03 | Acquisition | Complete | — | Deal → |
| 24 |
MDK Private Wealth Management
MDK Private Wealth Management is a finance company that offers financial advisor…
|
2024-03-05 | Acquisition | Complete | — | Deal → |
| 25 |
River Glen Wealth Counselors
River Glen Wealth Counselors offers retirement planning, tax strategy, estate pl…
|
2024-01-09 | Acquisition | Complete | — | Deal → |
| 26 |
Paragon Wealth Strategies
Paragon Wealth Strategies is a financial consultancy that offers retirement plan…
|
2023-12-05 | Acquisition | Complete | — | Deal → |
| 27 |
Brighton Financial Planning
Brighton Financial Planning provides financial coaching, asset monitoring, inves…
|
2023-12-05 | Acquisition | Complete | — | Deal → |
| 28 |
Singh Advisory
Singh Advisory comprehensive wealth management firm that offers investment plann…
|
2023-11-01 | Acquisition | Complete | — | Deal → |
| 29 |
Kingfisher
Kingfisher is a financial services firm that provides asset management, corporat…
|
2023-10-17 | Acquisition | Complete | — | Deal → |
| 30 |
Steward Wealth Management
Steward Wealth Management is a wealth management advisory service provider compa…
|
2023-08-02 | Acquisition | Complete | — | Deal → |
| 31 |
Private Asset Management
Private Asset Management is an investment management company providing investmen…
|
2023-08-01 | Acquisition | Complete | — | Deal → |
| 32 |
Mallard Financial Partners
Mallard Financial Partners is an investment service company that offers investme…
|
2023-07-06 | Acquisition | Complete | — | Deal → |
| 33 |
Day & Ennis
Day & Ennis provides investment advisory, insurance, tax, estate, retirement, an…
|
2023-07-05 | Acquisition | Complete | — | Deal → |
| 34 |
RMR Wealth Advisors
RMR Wealth Advisors specializes in retirement planning and wealth management ser…
|
2023-06-05 | Acquisition | Complete | — | Deal → |
| 35 |
Andesa Financial Management
Andesa Financial Management is a comprehensive wealth management firm.
|
2023-04-04 | Acquisition | Complete | — | Deal → |
| 36 |
Empyrion Wealth Management
Empyrion Wealth Management is an investment management firm that provides financ…
|
2023-01-10 | Acquisition | Complete | — | Deal → |
| 37 |
Transitions Wealth Management
Transitions Wealth Management offers a wide range of retirement, insurance, pers…
|
2023-01-03 | Acquisition | Complete | — | Deal → |
| 38 |
Resource Planning Group
Resource Planning Group provides wealth management and financial planning soluti…
|
2022-12-07 | Acquisition | Complete | — | Deal → |
| 39 |
Vintage Financial Services
Vintage Financial Services provides investment management and income tax prepara…
|
2022-12-06 | Acquisition | Complete | — | Deal → |
| 40 |
Regis Management
Regis Management is an independent portfolio management and investment advisory …
|
2022-12-01 | Acquisition | Complete | — | Deal → |
| 41 |
M
Mark D. Cunningham
Mark D. Cunningham a sole proprietorship. Cunningham is a well-known wealth mana…
|
2022-11-01 | Acquisition | Complete | — | Deal → |
| 42 |
The Asset Advisory Group
The Asset Advisory Group helps in investments, retirement planning, tax planning…
|
2022-10-05 | Acquisition | Complete | — | Deal → |
| 43 |
Goldstein Munger + Associates
Goldstein Munger + Associates provides financial services and wealth management.
|
2022-10-04 | Acquisition | Complete | — | Deal → |
| 44 |
J
Jordan Financial Strategies
Jordan Financial Strategies provides Financial Advisory Services.
|
2022-09-07 | Acquisition | Complete | — | Deal → |
| 45 |
Mallard Advisors
Mallard Advisors is an accounting firm that offers personal, financial and tax p…
|
2022-08-02 | Acquisition | Complete | — | Deal → |
| 46 |
HCO Private Wealth
HCO Private Wealth renders financial planning, taxation, estate planning, asset …
|
2022-07-07 | Acquisition | Complete | $150.0M | Deal → |
| 47 |
Starks Financial Group
Starks Financial Group is a company which provides Financial Planning and Invest…
|
2022-07-06 | — | Complete | — | Deal → |
| 48 |
Bivin & Associates
Bivin & Associates is an investment advising firm that provides financial soluti…
|
2022-06-09 | Acquisition | Complete | — | Deal → |
| 49 |
Berkson Asset Management
Berkson Asset Management is an independent financial advisory firm.
|
2022-06-08 | Acquisition | Complete | — | Deal → |
| 50 |
Fure Financial
Fure Financial offers taxation, risk management, estate, accumulation, asset gro…
|
2022-06-07 | Acquisition | Complete | — | Deal → |