69
Total deals
$2.2B
Total value
$740.7M
Avg deal
$1.3B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
Lake Tahoe Wealth Management
Lake Tahoe Wealth Management offers financial and retirement planning, business …
|
2026-05-05 | Acquisition | Complete | — | Deal → |
| 2 |
FullCircle Wealth
FullCircle Wealth is a wealth management firm that provides investment managemen…
|
2026-04-16 | Acquisition | Complete | — | Deal → |
| 3 |
Parros Financial Group
Parros Financial Group offers financial planning, investment management, retirem…
|
2026-04-02 | Acquisition | Complete | — | Deal → |
| 4 |
The H Group
The H Group is a firm that provides financial and wealth management services.
|
2026-03-03 | Acquisition | Complete | — | Deal → |
| 5 |
Dent Wealth Advisors
Dent Asset Management is an investment and advisory service company.
|
2025-12-22 | Acquisition | Pending | — | Deal → |
| 6 |
Aegis Financial
Aegis Financial is a firm that offers asset and wealth management, financial pla…
|
2025-12-18 | Acquisition | Pending | — | Deal → |
| 7 |
Wealth Advocates
Wealth Advocates specializes in risk management, tax management investing, finan…
|
2025-12-17 | Acquisition | Pending | — | Deal → |
| 8 |
Spectrum Wealth Management
Spectrum Wealth Management offers wealth management services, including financia…
|
2025-12-15 | Acquisition | Complete | — | Deal → |
| 9 |
L. M. Kohn
L. M. Kohn is a consultancy that renders financial planning, marketing technolog…
|
2025-12-09 | Acquisition | — | — | Deal → |
| 10 |
F
FPG Private Wealth
FPG Private Wealth is a hybrid RIA.
|
2025-12-02 | Acquisition | Complete | — | Deal → |
| 11 |
Wise Wealth
Wise Wealth offers investment advice and retirement planning services, focusing …
|
2025-11-04 | Acquisition | Complete | — | Deal → |
| 12 |
Dempsey Investment Management
Dempsey Investment Management offers financial planning and investment managemen…
|
2025-09-03 | Acquisition | Complete | — | Deal → |
| 13 |
Manwaring Wealth Management
Manwaring Wealth Management specializing in financial planning, retirement incom…
|
2025-08-05 | Acquisition | Complete | — | Deal → |
| 14 |
F
First International Bank & Trust - Wealth Services Division
First International Bank & Trust - Wealth Services Division provides personal tr…
|
2025-03-31 | Acquisition | Pending | — | Deal → |
| 15 |
XO Wealth Management
XO Wealth Management offers risk management, financial and investment planning s…
|
2025-03-28 | Acquisition | Complete | — | Deal → |
| 16 |
Vancegray Wealth Management
VanceGray Wealth Management is a financial advisory firm that provides retiremen…
|
2025-01-16 | Acquisition | Pending | $409.0M | Deal → |
| 17 |
Northwest Investment Counselors
Northwest Investment Counselors specializes in wealth management, financial asse…
|
2025-01-14 | Acquisition | Complete | — | Deal → |
| 18 |
D
Danison & Associates
Danison & Associates is a registered investment advisor that provides asset mana…
|
2025-01-10 | Acquisition | Complete | — | Deal → |
| 19 |
M&R Capital Management
M&R Capital Management is a wealth management firm providing solutions to indivi…
|
2024-11-07 | Acquisition | Complete | — | Deal → |
| 20 |
FinTrust
FinTrust is a financial service provider offering services like retirement consu…
|
2024-10-02 | Acquisition | Complete | — | Deal → |
| 21 |
Levy Wealth Management Group
Levy Wealth Management Group offers advisory services in employee benefits and i…
|
2024-09-05 | Acquisition | Complete | — | Deal → |
| 22 |
Rock House Financial
Rock House Financial provides investment management, insurance, and business con…
|
2024-07-11 | Acquisition | Complete | — | Deal → |
| 23 |
Peak Financial Services
PEAK Financial Services is an independent financial services, wealth management,…
|
2024-07-09 | Acquisition | Complete | — | Deal → |
| 24 |
Starfox Financial Services
Starfox Financial Services secializes in investment management, financial planni…
|
2024-07-02 | Acquisition | Complete | — | Deal → |
| 25 |
Atlas Fiduciary Financial
Atlas Fiduciary Financial provides investment planning and investment management…
|
2024-06-18 | Acquisition | Complete | — | Deal → |
| 26 |
Lynch Retirement Investment Group
The Lynch Retirement Investment Group advises clients on planning and managing t…
|
2024-04-25 | Acquisition | Complete | — | Deal → |
| 27 |
Piermont Wealth Management
Piermont Wealth Management specializes in investment, financial, and retirement …
|
2024-03-28 | Acquisition | Complete | — | Deal → |
| 28 |
Asset Management Resources
Asset Management Resources is an investment advisory firm that specializes in fi…
|
2023-12-19 | Acquisition | Complete | — | Deal → |
| 29 |
Heacock & Jones Financial Services
Heacock & Jones Financial Services is a financial planning firm that specializes…
|
2023-05-03 | Acquisition | Complete | — | Deal → |
| 30 |
New Era Financial Advisors
New Era Financial Advisors provides tax planning and wealth management services.
|
2023-04-26 | Acquisition | Complete | — | Deal → |
| 31 |
Prozan Financial Services
Prozan Financial Services provides financial advice to private and business cust…
|
2023-03-23 | Acquisition | Complete | — | Deal → |
| 32 |
Legacy Financial Planning
Legacy Financial Planning is a hybrid RIA firm that provides financial planning …
|
2023-02-01 | Acquisition | Complete | — | Deal → |
| 33 |
Ginsburg Financial Advisors
Ginsburg Financial Advisors is a financial advisory firm that offers financial p…
|
2022-12-01 | Acquisition | Complete | — | Deal → |
| 34 |
Bohmer Kilcoyne Wealth Management
Bohmer Kilcoyne Wealth Management provides investment management along with reti…
|
2022-09-29 | — | Complete | — | Deal → |
| 35 |
Sadoff Investment Management
Sadoff Investment Management is an advisory firm that focuses on investing in in…
|
2022-09-15 | Acquisition | Complete | — | Deal → |
| 36 |
Pinnacle Private Wealth
Pinnacle Private Wealth provides wealth management, risk management, and insuran…
|
2022-09-09 | Acquisition | Complete | — | Deal → |
| 37 |
Titus Wealth Management
Titus Wealth Management offers retirement investing and distribution strategy, f…
|
2022-07-14 | Acquisition | Complete | — | Deal → |
| 38 |
TrueNote Investment Advisors
TrueNote Investment Advisors is a personalized wealth management and strategic t…
|
2022-03-16 | Acquisition | Complete | — | Deal → |
| 39 |
Napa Valley Wealth Management
NVWM provides financial planning, insurance, tax minimization, business solution…
|
2022-03-16 | Acquisition | Complete | — | Deal → |
| 40 |
Investor Solutions
Investor Solutions is a fee-only registered investment advisor servicing individ…
|
2021-08-12 | Acquisition | Complete | — | Deal → |
| 41 |
Serafini Financial Group
Serafini Financial Group is a Financial planner in Hagerstown.
|
2021-08-05 | Acquisition | Complete | — | Deal → |
| 42 |
Fitzgerald Wealth Management
Fitzgerald Wealth Management is an independent financial advisory practice with …
|
2021-07-15 | Acquisition | Complete | $513.0M | Deal → |
| 43 |
Oakwood Capital Management
The company makes it possible for both individual and institutional investors to…
|
2021-07-08 | Acquisition | Complete | — | Deal → |
| 44 |
Lighthouse Wealth Management
Lighthouse Wealth Management is a financial service firm that offers retirement …
|
2021-06-17 | Acquisition | Complete | — | Deal → |
| 45 |
Lighthouse Wealth Management
Lighthouse Wealth Management is a financial services firm that provides investme…
|
2021-06-17 | Acquisition | Complete | — | Deal → |
| 46 |
Macro Consulting
Macro Consulting delivers financial planning, wealth and investment management s…
|
2021-06-10 | Acquisition | Complete | — | Deal → |
| 47 |
HFA
HFA is a dynamic firm that primarily focuses on offering a complete range of fin…
|
2021-06-03 | Acquisition | Complete | — | Deal → |
| 48 |
Pillar Pacific Capital Management
Pillar Pacific Capital Management is an investment advisor that offers investmen…
|
2021-04-27 | Acquisition | Complete | — | Deal → |
| 49 |
North American Management
North American Management developed an enduring and respected practice focused o…
|
2021-03-02 | Acquisition | Complete | — | Deal → |
| 50 |
Reby Advisors
Reby Advisors provides investment management, as well as financial, retirement, …
|
2021-01-14 | Acquisition | Complete | — | Deal → |