24
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Pradel Financial Group
Pradel Financial Group is a financial planning services provider.
|
2026-04-24 | Acquisition | Complete | — | Deal → |
| 2 |
Strategic Retirement Plans
Strategic Retirement Plans is a holistic financial planning firm that specialize…
|
2026-03-27 | Acquisition | Complete | — | Deal → |
| 3 |
Yeomans Consulting Group
Yeomans Consulting Group is a financial advisory firm that specializes in the fi…
|
2026-03-06 | Acquisition | Complete | — | Deal → |
| 4 |
GlennCo
GlennCo provides accumulation, business planning, estate planning, risk manageme…
|
2026-02-18 | Acquisition | Pending | — | Deal → |
| 5 |
TL Financial Group
TL Financial Group is a wealth management firm specializing in comprehensive fin…
|
2026-01-23 | Acquisition | Complete | — | Deal → |
| 6 |
SSC Wealth
SSC Wealth is a wealth management firm specializing in financial planning, tax s…
|
2026-01-09 | Acquisition | Pending | — | Deal → |
| 7 |
Blueprint Wealth Advisors
Blueprint Wealth Advisors is an independent financial advice and consulting serv…
|
2025-11-14 | Acquisition | Complete | — | Deal → |
| 8 |
Mennenga
Mennenga provides retirement planning, financial services, insurance, small busi…
|
2025-10-31 | Acquisition | Complete | — | Deal → |
| 9 |
Obsidian Business Planning Solutions
Obsidian Business Planning Solutions expertise in retirement plan design, risk m…
|
2025-10-03 | Acquisition | Complete | — | Deal → |
| 10 |
Global Wealth Advisors
Global Wealth Advisors is a financial advisor company that offers wealth managem…
|
2025-08-18 | Acquisition | Complete | — | Deal → |
| 11 |
AMP Wealth Management
AMP Wealth Management is part of the financial service industry and provides inv…
|
2025-06-24 | Acquisition | Complete | — | Deal → |
| 12 |
Sanctuary Wealth Management
Sanctuary Wealth Management is a financial firm that provides wealth, portfolio …
|
2025-03-14 | Acquisition | Complete | — | Deal → |
| 13 |
Hershey Wealth Advisors
Hershey Wealth Advisors offers financial planning, investment management, insura…
|
2025-02-11 | Acquisition | Pending | — | Deal → |
| 14 |
Z
Zimmermann Investment Management & Planning
Zimmermann Investment Management & Planning providies investment management, ret…
|
2024-12-20 | Merge | Complete | — | Deal → |
| 15 |
Roth Asset Management
Roth Asset Management specializes in corporate 401(k) plans, financial advising …
|
2024-12-17 | Acquisition | Pending | — | Deal → |
| 16 |
Trinity Financial Partners
Trinity Financial Partners is a financial advisory firm that offers investment m…
|
2024-12-10 | Merge | Complete | — | Deal → |
| 17 |
Reis Financial Services
Reis Financial Services specializes in business succession, insurance, investmen…
|
2023-06-09 | Merge | Complete | — | Deal → |
| 18 |
TFG Wealth Management
TFG Wealth Management provides financial strategies and information to its clien…
|
2023-04-20 | Acquisition | Complete | — | Deal → |
| 19 |
Brook Wealth Management
Brook Wealth Management is a wealth management firm.
|
2022-08-26 | Merge | Complete | — | Deal → |
| 20 |
C
Ceponis Financial Group
Ceponis Financial Group provides a uniquely intimate client experience delivered…
|
2022-08-05 | Merge | Complete | — | Deal → |
| 21 |
Union Financial Advisors
Union Financial Advisors specializes in debt management, business, investment, t…
|
2022-05-09 | Acquisition | Complete | — | Deal → |
| 22 |
Tedstrom Wealth Advisors
Tedstrom Wealth Advisors provides risk management, taxation, business financial …
|
2022-04-05 | Acquisition | Complete | — | Deal → |
| 23 |
I.M. Wealth Care
I.M. Wealth Care delivers comprehensive financial planning, active investment ma…
|
2022-04-05 | Acquisition | Complete | — | Deal → |
| 24 |
Consilium Financial Group
Consilium Financial Group is a wealth management company that deals with financi…
|
2021-08-02 | Acquisition | Complete | — | Deal → |