12
Total deals
$3.3B
Total value
$3.3B
Avg deal
$3.3B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Heller Wealth Management
Heller Wealth Management serves individuals and companies with strategic investm…
|
2026-03-31 | Acquisition | Pending | — | Deal → |
| 2 |
Exencial Wealth Advisors
Exencial Wealth Advisors is an independent registered investment advisory firm o…
|
2026-03-31 | Acquisition | Pending | — | Deal → |
| 3 |
Grand Capital Advisors
Grand Capital Advisors offers retirement, tax planning, and investment managemen…
|
2026-03-04 | Acquisition | Pending | — | Deal → |
| 4 |
PrairieView Partners
PrairieView Partners provides portfolio management, retirement, tax planning, es…
|
2025-09-03 | Acquisition | Complete | — | Deal → |
| 5 |
Source Financial Advisors
Source Financial Advisors is a distinct independent financial firm offering comp…
|
2024-12-16 | Acquisition | Complete | — | Deal → |
| 6 |
Sortino Advisory Partners
Sortino Advisory Partners is a financial institution that offers retirement plan…
|
2024-11-19 | Acquisition | Pending | — | Deal → |
| 7 |
Capital Directions
Capital Directions specializes in providing wealth management services for emplo…
|
2023-02-22 | Acquisition | Complete | $3.3B | Deal → |
| 8 |
SFG Wealth Planning Services
Our fiduciary financial advisors are dedicated to providing personalized financi…
|
2022-11-01 | Acquisition | Complete | — | Deal → |
| 9 |
World Trend Financial
World Trend Financial is an agency that offers investment advisory services and …
|
2022-10-04 | Acquisition | Complete | — | Deal → |
| 10 |
Terry Lockridge & Dunn
Terry Lockridge & Dunn provides tax, accounting and consulting services.
|
2022-10-04 | Acquisition | Complete | — | Deal → |
| 11 |
Alliant Wealth Advisors
Alliant Wealth Advisors is a fee-only financial advisory firm based in Virginia,…
|
2022-06-30 | Acquisition | Complete | — | Deal → |
| 12 |
Treybourne Wealth Planners
Treybourne Wealth Planners is an Indiana-based registered investment advisory (R…
|
2021-08-12 | Acquisition | Complete | — | Deal → |