69
Total deals
$2.2B
Total value
$740.7M
Avg deal
$1.3B
Largest
| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 51 |
Financial Wealth Management
Financial Wealth Management offers comprehensive wealth management services.
|
2020-12-15 | Acquisition | Complete | — | Deal → |
| 52 |
SVA Financial Group
SVA Financial Group is an accounting, technology consulting and wealth managemen…
|
2020-12-08 | Acquisition | Complete | — | Deal → |
| 53 |
10-15 Associates
10-15 Associates is an independent registered investment adviser.
|
2020-10-08 | Acquisition | Complete | — | Deal → |
| 54 |
CJM Wealth Management
CJM Wealth Management provides planning- centric, wealth management for individu…
|
2020-09-02 | Acquisition | Complete | — | Deal → |
| 55 |
JOYN Advisors
The financial services industry needed a new and better way to provide advice to…
|
2020-02-21 | Acquisition | Complete | $1.3B | Deal → |
| 56 |
BPU Investment Management
BPU Investment Management is an financial advisory and investment firm.
|
2019-12-20 | Acquisition | Complete | — | Deal → |
| 57 |
Rcl Advisors
Rcl Advisors is a registered investment advisory firm with the goal of serving a…
|
2019-10-31 | Acquisition | Complete | — | Deal → |
| 58 |
AEPG Wealth Strategies
AEPG Wealth Strategies is a registered investment advisor.
|
2019-07-18 | Acquisition | Complete | — | Deal → |
| 59 |
Planning Solutions Group
Planning Solutions Group is a financial advisory business.
|
2019-06-13 | Acquisition | Complete | — | Deal → |
| 60 |
Wiley Group
Wiley Group is a Provider of financial planning services.
|
2019-04-05 | Acquisition | Complete | — | Deal → |
| 61 |
Summit Planning Group
Summit Planning Group provides independent financial guidance to approximately 9…
|
2019-01-23 | Acquisition | Complete | — | Deal → |
| 62 |
GDM Advisory Group
GDM Advisory Group, a fee-based independent financial advisory practice.
|
2018-10-23 | Acquisition | Complete | — | Deal → |
| 63 |
OneSource Retirement Advisors
OneSource Retirement Advisors, an independent financial advisory practice.
|
2018-09-18 | Acquisition | Complete | — | Deal → |
| 64 |
Retirement Strategies
Retirement Strategies is an independent financial advisory practice.
|
2018-07-24 | Acquisition | Complete | — | Deal → |
| 65 |
C
Cimino Wealth Advisors
Cimino Wealth Advisors, an independent financial advisory practice.
|
2018-06-13 | Acquisition | Complete | — | Deal → |
| 66 |
C
CPA Retirement Planning
CPA Retirement Planning is an independent financial advisory practice.
|
2017-12-06 | Lbo | Complete | — | Deal → |
| 67 |
CLA Financial Advisors
CLA Financial Advisors provides exceptional client service in comprehensive fina…
|
2016-12-15 | Acquisition | Complete | — | Deal → |
| 68 |
Sound Financial Solutions
Sound Financial Solutions provides financial solutions.
|
2016-05-03 | Acquisition | Complete | — | Deal → |
| 69 |
H
HHG & Company LLC
HHG & Company provides financial planning, investment management and tax prepara…
|
2016-03-03 | Acquisition | Complete | — | Deal → |