101
Total deals
$3.1B
Total value
$627.0M
Avg deal
$1.5B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 51 |
Sanford Advisory
Sanford Advisory offers financial planning, corporate employee benefits, asset m…
|
2022-05-04 | Acquisition | Complete | — | Deal → |
| 52 |
Heim Young & Associates
Heim Young & Associates offers wealth management, estate planning, risk manageme…
|
2022-05-03 | Merge | Complete | — | Deal → |
| 53 |
Convergent Wealth Management
Convergent Wealth Management is a full-service investment advisory firm committe…
|
2022-03-31 | Acquisition | Complete | — | Deal → |
| 54 |
Benemark
Benemark is an investment management company.
|
2022-03-01 | Acquisition | Complete | — | Deal → |
| 55 |
Wrenn Financial Strategies
Wrenn Financial Strategies is an independent, family-owned wealth management fir…
|
2022-01-13 | Acquisition | Complete | — | Deal → |
| 56 |
Haws Goodwin Wealth
Haws Goodwin Wealth is a financial planning and investment management firm.
|
2022-01-12 | Acquisition | Complete | $680.0M | Deal → |
| 57 |
Cordasco Financial Network
Cordasco Financial Network is a consultancy that offers financial planning and r…
|
2022-01-11 | Acquisition | Complete | — | Deal → |
| 58 |
Mirsky Financial Management
Mirsky Financial Management is a financial service company which provides all fi…
|
2021-12-02 | Acquisition | Complete | — | Deal → |
| 59 |
ACG Wealth
ACG Wealth is a company specialized in wealth management and fincial services.
|
2021-11-02 | Acquisition | Complete | — | Deal → |
| 60 |
Lake Point Advisory Group
Lake Point Advisory Group is a consultancy that offers investment management, fi…
|
2021-10-20 | Acquisition | Complete | $700.0M | Deal → |
| 61 |
Quest Capital Management, Inc .
Quest Capital Management provides its users with wealth management and financial…
|
2021-09-29 | Acquisition | Complete | $1.5B | Deal → |
| 62 |
Miller Advisors
Miller Advisors provides complete solutions of retirement strategies, investment…
|
2021-09-27 | Acquisition | Complete | — | Deal → |
| 63 |
AFI Wealth Strategies
AFI Wealth Strategies is a wealth management firm located in Green Bay, Wisconsi…
|
2021-06-23 | Acquisition | Complete | — | Deal → |
| 64 |
ET George Investment Management
ET George Investment Management focus is to design broad-based financial plans a…
|
2021-05-26 | Acquisition | Complete | — | Deal → |
| 65 |
Epstein & White
Epstein & White is a financial services firm that specializes in retirement plan…
|
2021-03-10 | Acquisition | Complete | — | Deal → |
| 66 |
Hart Capital Management
Hart Capital Management is a fintech company that provides wealth management ser…
|
2021-01-21 | Acquisition | Complete | — | Deal → |
| 67 |
Pinnacle Wealth Solutions
Pinnacle Wealth Solutions helps in financial and wealth planning for their clien…
|
2021-01-19 | Acquisition | Complete | — | Deal → |
| 68 |
Rowland Carmichael Advisors
Rowland Carmichael Advisors is a respected wealth management firm.
|
2021-01-13 | Acquisition | Complete | — | Deal → |
| 69 |
McGee Wealth Management
McGee Wealth Management is a wealth management firm located in Portland, Oregon.
|
2021-01-11 | Acquisition | Complete | — | Deal → |
| 70 |
Atlanta Financial Associates
Atlanta Financial Associates main objective is to help the clients to achieve Fi…
|
2021-01-07 | Acquisition | Complete | — | Deal → |
| 71 |
Kays Financial Advisory
Kays Financial Advisory provides full-time wealth management and comprehensive f…
|
2021-01-05 | Acquisition | Complete | — | Deal → |
| 72 |
Personal Financial Advisors
Personal Financial Advisors provide planning and wealth management services to i…
|
2020-10-08 | Acquisition | Complete | $105.0M | Deal → |
| 73 |
M.J. Smith and Associates
M.J. Smith and Associates service financial planning and investment management s…
|
2020-07-08 | Acquisition | Complete | — | Deal → |
| 74 |
First Ohio Planning
First Ohio Planning is a financial services company.
|
2020-01-28 | Acquisition | Complete | — | Deal → |
| 75 |
Republic Wealth Advisors
Republic Wealth Advisors is a respected wealth management.
|
2019-12-10 | Acquisition | Complete | — | Deal → |
| 76 |
Adam Financial Associates
Adam Financial Associates is a personal financial advisory firm.
|
2019-12-03 | Acquisition | Complete | — | Deal → |
| 77 |
AL Hewitt
AL Hewitt is a financial service firm.
|
2019-11-18 | Acquisition | Complete | — | Deal → |
| 78 |
Sage Future Financial
Sage Future Financial is an independent fee-only financial planning and wealth m…
|
2019-09-05 | Acquisition | Complete | — | Deal → |
| 79 |
Regent Wealth Management
Regent Wealth Management is a registered wealth management & Investment advisor …
|
2019-08-14 | Acquisition | Complete | — | Deal → |
| 80 |
P
Physicians Financial Advisors
Physicians Financial Advisors operates as a boutique RIA.
|
2019-07-16 | Acquisition | Complete | — | Deal → |
| 81 |
J
Jackson Financial Management
Jackson Financial Management is a large wealth management firm serving high net …
|
2019-06-19 | Acquisition | Complete | — | Deal → |
| 82 |
Confluence Financial Advisors
Confluence Financial Advisors is a Boulder-based fee-only Comprehensive Financia…
|
2019-03-07 | Acquisition | Complete | — | Deal → |
| 83 |
A
Arbor Asset Management
Arbor Asset Management is an Ann Arbor, Mich.-based wealth management firm.
|
2019-02-19 | Acquisition | Complete | — | Deal → |
| 84 |
Dragon Financial Group
Dragon Financial Group is a provider of financial planning and investment manage…
|
2019-01-03 | Acquisition | Complete | — | Deal → |
| 85 |
Bell Wealth Management
Bell Wealth Management operates as a registered investment adviser.
|
2018-12-11 | Acquisition | Complete | — | Deal → |
| 86 |
McDermott Advisory Group
McDermott Advisory Group, a respected RIA firm.
|
2018-11-27 | Acquisition | Complete | — | Deal → |
| 87 |
FIM Group
FIM Group is a global investment manager and financial planner.
|
2018-11-15 | Acquisition | Complete | — | Deal → |
| 88 |
Sigma Investment Management
Sigma Investment Management is an investment management company.
|
2018-11-12 | Acquisition | Complete | — | Deal → |
| 89 |
Beacon Wealth Management
A boutique wealth management firm emphasizing sophisticated financial planning f…
|
2018-11-05 | Acquisition | Complete | — | Deal → |
| 90 |
Traust Sollus Wealth Management
Traust Sollus Wealth Management is a boutique wealth management firm emphasizing…
|
2018-03-05 | Acquisition | Complete | — | Deal → |
| 91 |
GFS Private Wealth
GFS Private Wealth specializes in providing comprehensive investment and life-pl…
|
2018-02-13 | Acquisition | Complete | — | Deal → |
| 92 |
Pinnacle Investment
Pinnacle Investment Management, Inc. is a comprehensive investment management an…
|
2018-01-09 | Acquisition | Complete | — | Deal → |
| 93 |
Murray & Co.
Murray & Co. is a privately owned and independent registered investment advisor.
|
2018-01-09 | Acquisition | Complete | — | Deal → |
| 94 |
Ray Mignone & Associates
Ray Mignone Associates, a provider of financial planning and investment manageme…
|
2017-09-08 | Acquisition | Complete | — | Deal → |
| 95 |
B
Blue Moon Wealth Advisory
Blue Moon Wealth Advisory is a Registered Investment advisor.
|
2017-08-16 | Acquisition | Complete | — | Deal → |
| 96 |
Wealth Design Services
Fee-only investment, tax, and financial management services to individuals and f…
|
2017-07-12 | Acquisition | Complete | — | Deal → |
| 97 |
Duckworth Wealth Advisors
Duckworth Wealth Advisors is a team of tax and planning professionals providing …
|
2017-02-13 | Acquisition | Complete | — | Deal → |
| 98 |
N
Novos Planning Associates
A New York City-based investment advisory firm.
|
2017-01-11 | Acquisition | Complete | — | Deal → |
| 99 |
Fabian Wealth Strategies
A Costa Mesa, Calif.-based registered investment advisory firm.
|
2016-12-14 | Acquisition | Complete | — | Deal → |
| 100 |
Pegasus Advisors
Pegasus Advisors operates as an investment advisory firm.
|
2016-11-02 | Acquisition | Complete | — | Deal → |