18
Total deals
Total value
Avg deal
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
TruWealth Advisors
TruWealth Advisors is a financial planning and wealth advisory firm.
|
2026-04-28 | Acquisition | Complete | — | Deal → |
| 2 |
McBride Financial Advisors
McBride Financial Advisors provides wealth management, investment management, re…
|
2026-03-17 | Acquisition | Complete | — | Deal → |
| 3 |
Pure Portfolios
Pure Portfolios is a financial firm that provides behavioral coaching, tax reduc…
|
2026-01-30 | Acquisition | — | — | Deal → |
| 4 |
Pacific Portfolio
Pacific Portfolio specializes in wealth management and financial planning servic…
|
2025-09-26 | Acquisition | Complete | — | Deal → |
| 5 |
B
Brass Tax Wealth Management
Brass Tax Wealth Management is a wealth management firm that provides tailored w…
|
2025-09-16 | Acquisition | Complete | — | Deal → |
| 6 |
F
Fiduciary Wealth Advisors
Fiduciary Wealth Advisors provides wealth management, investment management, and…
|
2025-04-07 | Acquisition | Complete | — | Deal → |
| 7 |
GGM Wealth Advisors
GCM Wealth Advisors provides accounting, auditing, tax planning, management advi…
|
2025-03-25 | Acquisition | Complete | — | Deal → |
| 8 |
Dickinson Investment Advisors
Dickinson Investment Advisors provides a spectrum of financial planning, tax ret…
|
2025-01-14 | Acquisition | Complete | — | Deal → |
| 9 |
Planning Capital Management
Planning Capital Management provides stock compensation analysis ,financial plan…
|
2024-12-17 | Acquisition | Pending | — | Deal → |
| 10 |
Buckingham Advisors
Buckingham Advisors specializes in financial planning, retirement plans, account…
|
2024-11-12 | Acquisition | Complete | — | Deal → |
| 11 |
Mueller Financial Services
Mueller Financial Services is a financial advisory firm that provides retirement…
|
2024-10-29 | Acquisition | Complete | — | Deal → |
| 12 |
9258 Wealth Management
9258 Wealth Management, LLC Providing tailored solutions to your wealth manageme…
|
2024-10-22 | Acquisition | Complete | — | Deal → |
| 13 |
River Capital Advisors
River Capital Advisors is a wealth management and financial planning firm.
|
2024-07-23 | Acquisition | Complete | — | Deal → |
| 14 |
Derbend Asset Management
Derbend Asset Management provides investment advisory services.
|
2024-05-17 | Acquisition | Complete | — | Deal → |
| 15 |
McShane Partners
McShane Partners is a wealth investment advisory firm that focuses on offering f…
|
2024-04-09 | Acquisition | Complete | — | Deal → |
| 16 |
Rainsberger Wealth Advisors
Rainsberger Wealth Advisors specializes in financial planning, wealth management…
|
2023-10-23 | Acquisition | Complete | — | Deal → |
| 17 |
G
Gwynn Management
Gwynn Management is an advisory company.
|
2023-07-18 | Merge | Complete | — | Deal → |
| 18 |
Silicon Hills Wealth Management
Silicon Hills Wealth Management is a supplier of financial planning and wealth m…
|
2023-06-16 | Acquisition | Complete | — | Deal → |