| Credent Wealth Management Auburn, IN |
$4.3B | Tier 1 |
Buy-Side Serial |
David Hefty CEO |
CEO Direct |
credentwealth.com ↗ |
$150M Crestline commitment Dec 2025; two acquisitions Jan 2026; 14 offices. |
| Balentine Atlanta, GA |
$7.5B | Tier 1 |
Partnership Transition |
Adrian Cronje, PhD CEO & Founding Partner |
— |
balentine.com ↗ |
FJM acquired 20% stake Jan 2025; employee-owned UHNW firm; partnership restructuring and succession advisory opportunity. |
| Summit Wealth Group Colorado Springs, CO |
~$3B | Tier 1 |
Buy-Side Emerging |
Randy Morris CEO |
— |
summitwealthgroup.com ↗ |
First acquisition Feb 2026 (Premier Private Wealth, $470M); Constellation-backed; three senior hires. |
| RFG Advisory Birmingham, AL |
$7.5B | Tier 1 |
Emerging |
Bobby White Founder & CEO |
Connected |
rfgadvisory.com ↗ |
First majority acquisition (RVA Wealth $320M) Mar 31, 2026; Long Ridge Equity-backed; W-2 partner firm structure. |
| Composition Wealth Los Angeles, CA |
$9.5B | Tier 1 |
Buy-Side Serial |
Nate Angelo CEO |
— |
compositionwealth.com ↗ |
6 acquisitions in 2025; targeting NYC, Boston, Austin, Dallas; Corsair Capital backed (warm path via Richard Creedon). |
| Novare Capital Management Charlotte, NC |
$1.8B | Tier 2 |
Succession |
Alex Dann, CFP SVP, Relationship Manager |
Connected |
novarecapital.com ↗ |
Emigrant Partners minority 2025; Charlotte hub; founder-led succession candidate. |
| Socium Advisors St. Louis, MO |
$4.3B | Tier 1 |
Buy-Side Serial |
Scott Underwood Founder & CEO |
— |
sociumadvisors.com ↗ |
Amplify Wealth Partners merger ($1.6B, April 2026); 26 financial professionals onboard; Wisconsin expansion. |
| Krilogy St. Louis, MO |
$4.1B | Tier 1 |
PE-Backed |
Kent Skornia Founder & CEO |
— |
krilogy.com ↗ |
Rise Growth minority Oct 2025; targets $5B in 2026; 21 prior tuck-ins; Dallas expansion. |
| Aspen Standard Wealth New York, NY |
~$8B | Tier 1 |
Buy-Side Serial |
CEO Newly appointed President |
— |
Visit ↗ |
7 acquisitions since late-2024 launch; BlueSky Wealth ($1B) Mar 2026; MG Financial ($1.1B) Aug 2025. |
| Modern Wealth Management Monterey, CA |
~$10B | Tier 1 |
Buy-Side Serial |
Founders ex-United Capital execs |
— |
modernwealth.com ↗ |
18+ acquisitions since April 2023; 5 in 2025; recently hired Head of M&A. |
| BIP Wealth Atlanta, GA |
$5.5B | Tier 1 |
Buy-Side Emerging |
Bill Harris Co-Founder & CEO |
— |
bipwealth.com ↗ |
Constellation Wealth Capital minority Feb 2026 to fund acquisitions; new CDO Caleb Smith. |
| Apollon Wealth Management Greenville, SC |
$8.65B | Tier 1 |
Buy-Side Serial |
CEO Verification needed |
— |
Visit ↗ |
Acquired Motley Fool Wealth Management ($1.5B); multiple acquisitions in 2025. |
| Summitry San Mateo, CA |
$4B+ | Tier 1 |
Buy-Side Emerging |
CEO Verification needed |
— |
summitry.com ↗ |
$721M Bay Area partner firm Mar 2026; transitioning organic-to-acquisition-led growth. |
| Cary Street Partners Richmond, VA |
$10.7B | Tier 1 |
PE-Backed |
Joseph R. Schmuckler CEO & Managing Director |
— |
carystreetpartners.com ↗ |
CIVC Partners investment Apr 2025; IFS Advisors acquisition; 20 offices, 7 states. |
| Americana Partners Houston, TX |
$12B+ | Tier 1 |
Buy-Side Serial |
Jason Fertitta CEO & Partner |
— |
americanapartners.com ↗ |
Dynasty network member with Lovell Minnick backing; second out-of-state acquisition late 2025. |
| Apella Wealth West Hartford, CT |
$6B+ | Tier 1 |
Buy-Side Serial |
Patrick Sweeny CEO |
— |
apellawealth.com ↗ |
21+ transactions; Marrella Mar 2025, Independence June 2025; WPCG-backed. |
| 55 North Private Wealth Winter Park, FL |
$600M+ | Tier 1 |
Emerging |
Steve Curley, CFA Founder & CIS |
— |
55npw.com ↗ |
First acquisition (F4 Wealth) Jan 2025 signals acquisitive transition; Investors First Podcast network. |
| Aerodigm Wealth Portland, OR |
$1.5B | Tier 1 |
Emerging / Sell-Side |
Jared Siegel Managing Partner |
— |
aerodigmwealth.com ↗ |
Management buyout of Delap LLP wealth division early 2026; UHNW focus. |
| Mozaic Beverly Hills, CA |
$4.1B | Tier 1 |
Active Sale |
Christopher Zyda Founder & CEO |
— |
mozaicllc.com ↗ |
Actively pursuing sale. Stifel KBW engaged. Time-sensitive. |
| IFC Advisors Los Angeles, CA |
$2.5B | Tier 1 |
Partnership Transition |
Marc Ackerman Co-Founder |
— |
ifcadvisors.com ↗ |
Sixth Street/Merchant minority Feb 2026; Jim Hays moved to executive chairman. |
| Truepoint Wealth Counsel Cincinnati, OH |
$4B | Tier 1 |
Succession |
Founders Long-tenured principals |
— |
truepointwealth.com ↗ |
Founder-led fee-only RIA; no known succession plan; 20+ years. |
| Telemus Capital Southfield, MI |
$3.5B | Tier 1 |
Succession |
Managing Partners Fee-only RIA |
— |
telemus.com ↗ |
Multi-partner fee-only RIA; uneven retirement timelines; suburban Detroit. |
| Confluence Financial Partners Pittsburgh, PA |
$1.5B | Tier 1 |
Succession |
Founder Verification needed |
— |
confluencefp.com ↗ |
Independent Pittsburgh boutique; founder-led 15+ years. |
| Prospero Wealth Seattle, WA |
$1.5B+ | Tier 1 |
Strategic Crossroads |
Eric Franklin Founder |
— |
prosperowealth.com ↗ |
Post-Amazon breakaway; WA 9.9% millionaire-tax pressure; founder evaluating options. |
| Grimes & Company Westborough, MA |
$5.7B | Tier 2 |
PE-Backed |
Kevin Grimes CEO & CIO |
— |
grimesco.com ↗ |
Rise Growth minority Feb 2025; multi-state expansion; family-owned. |
| Trilogy Financial Services Irvine, CA |
$4B | Tier 2 |
PE-Backed |
Jeff Motske Founder & CEO |
— |
trilogyfs.com ↗ |
Peloton Capital minority 2025; concurrent Flagship and Horizon acquisitions. |
| Dakota Wealth Management Palm Beach Gardens, FL |
$2.5B | Tier 2 |
Buy-Side Serial |
Peter Raimondi Founder & CEO |
— |
dakotawealth.com ↗ |
Lokken Investment Group Nov 2025 (succession); Emigrant Partners backed. |
| Forta Wealth Partners Indianapolis, IN |
$900M | Tier 2 |
Emerging |
Will Turner Principal & Wealth Advisor |
— |
fortawealth.com ↗ |
Launched Jan 27, 2026; Elevation Point minority; ex-Merrill Lynch Turner Group. |
| Hampton Bluff Capital Atlanta, GA |
$1.3B | Tier 2 |
Emerging |
Founding Partners Verification needed |
— |
hamptonbluff.com ↗ |
Launched Feb 18, 2026; Elevation Point minority; ex-UBS Odyssey team. |
| Avidian Wealth Solutions Houston, TX |
$4B | Tier 2 |
Emerging |
CEO Employee-owned |
— |
avidianwealth.com ↗ |
Active recruiting; Troy Taylor joined Feb 2026; exploring inorganic growth. |
| Carnegie Investment Counsel Pepper Pike, OH |
$6B | Tier 2 |
Buy-Side Serial |
Richard Alt CEO & Principal |
— |
carnegieinvest.com ↗ |
Eagle Ridge $1.3B; fee-only fiduciary since 1974; Pittsburgh and Columbus expansion. |
| Choreo Advisors Jacksonville, FL |
$6–8B | Tier 2 |
Buy-Side Serial |
CEO PE-backed mid-market acquirer |
— |
choreoadvisors.com ↗ |
Northeast Financial + Herbein ($1.3B combined, Jan 2026); active acquirer. |
| Prime Capital Financial Overland Park, KS |
$7–9B | Tier 2 |
Buy-Side Serial |
Glenn Spencer CEO |
— |
Visit ↗ |
Bradshaw Rogers ($600M), SineCera Capital; Abry Partners minority. |
| Cresset Asset Management Chicago, IL |
$8–10B | Tier 2 |
Buy-Side Serial |
CEO Constellation portfolio |
— |
cressetcapital.com ↗ |
Acquired Monticello Associates; building UHNW platform. |
| Procyon Partners Shelton, CT |
$8–9B | Tier 2 |
PE-Backed |
Phil Fiore, Jr. CEO & Co-Founder |
— |
procyonpartners.net ↗ |
Dynasty network; Constellation minority 2025; Wooster Corthell July 2025; targets $300M–$3B. |
| CM Wealth Cleveland, OH |
$6B+ | Tier 2 |
Emerging |
Paul Bodnar New CEO (Apr 2026) |
— |
cmwealth.com ↗ |
Decade-long planned succession; new leadership may signal acquisition mandate. |
| Farther New York, NY |
$3B+ | Tier 2 |
Emerging |
CEO Tech-forward RIA |
— |
google.com ↗ |
Hired Ben Seidenstein from Goldman Apr 2026; PE-backed; recruiting wirehouse advisors. |
| Beaird Harris Dallas, TX |
$1B+ | Tier 2 |
Succession |
Steve Harris Managing Partner |
— |
beairdharris.com ↗ |
Multi-partner structure formalizing; integrated CPA + Wealth model. |
| Loxahatchee Capital Tequesta, FL |
$1.4B | Tier 2 |
Strategic Crossroads |
Founding Partners Verification needed |
— |
loxahatcheecapital.com ↗ |
UBS breakaway; Elevation Point minority early 2026; multi-family office. |
| Harbor View Private Wealth Atlanta, GA |
$1.3B | Tier 2 |
Partnership Transition |
Founding Partners Verification needed |
— |
harborviewpw.com ↗ |
Launched Jan 2026; UBS breakaway; Elevation Point minority. |
| DayMark Wealth Partners Cleveland, OH |
$4B+ | Tier 2 |
Partnership Transition |
Michael Quinn Co-Founder & CEO |
— |
daymarkwp.com ↗ |
Constellation Wealth Capital portfolio; ongoing platform M&A. |
| Crestone Capital Advisors Boulder, CO |
$7B | Tier 2 |
Succession |
Eric Kramer President & CEO |
— |
crestonecapital.com ↗ |
Founder-led MFO; Mountain West market; entrepreneur and family-enterprise client base. |
| Halbert Hargrove Long Beach, CA |
$4B+ | Tier 2 |
Succession |
Russ Hill Chairman |
— |
halberthargrove.com ↗ |
Founded 1933; multi-generational ownership; Brian Spinelli leading next-gen transition. |
| Bogart Wealth McLean, VA |
$3.1B | Tier 2 |
Succession |
James Bogart, CFP CEO & Founder |
— |
google.com ↗ |
Constellation minority Jan 2025; grew $600M to $3.1B organically; Barron's Top 100. |
| Schultz Collins San Francisco, CA |
$1.5B | Tier 2 |
Partnership Transition |
Founding Partners Long-tenured |
— |
schultzcollins.com ↗ |
Bay Area fee-only boutique; no visible succession structure. |
| Greenwood Gearhart Fayetteville, AR |
$500M–$1B | Tier 2 |
Succession |
Founders Constellation portfolio |
— |
google.com ↗ |
Constellation portfolio firm in underserved Arkansas market. |
| NorthRock Partners Minneapolis, MN |
$12B | Tier 1 |
Buy-Side Serial |
CEO Sammons Financial-backed |
Connected |
google.com ↗ |
Two acquisitions in 2026: Martin & Associates (~$500M, Jan) and Vantage ($950M, Apr). |
| Caprock Boise, ID |
$13–16B | Tier 1 |
Buy-Side Serial |
CEO Multi-family office |
Connected |
google.com ↗ |
First M&A acquisition (Grey Street, $2.2B) in 2024; Denver office Apr 2026 (10th US location). |
| Arax Investment Partners New York, NY |
$40B | Tier 1 |
Buy-Side Serial |
Haig Ariyan CEO & Founder |
— |
google.com ↗ |
3+ acquisitions 2026 YTD: GFP Private Wealth ($1.5B Feb), Omni Financial NY (Mar). |
| Cerity Partners New York, NY |
$40B+ | Tier 1 |
Buy-Side Serial |
CEO Warburg Pincus-backed |
— |
google.com ↗ |
3+ acquisitions Q1 2026: SOL ($2.8B), Austin Private ($1.4B), Verus; Warburg $1B minority Feb 2026. |
| Clearstead Advisors Cleveland, OH |
$55B | Tier 1 |
Buy-Side Serial |
CEO UHNW + MFO platform |
— |
google.com ↗ |
Clarius Group ($5.1B) closed Jan 31, 2026; prior: Waveland, Wilbanks Smith, Baldwin. |
| &Partners New York, NY |
$10B+ | Tier 1 |
Buy-Side Serial |
CEO Wirehouse breakaway acquirer |
— |
google.com ↗ |
Multiple Q1 2026 wirehouse breakaway acquisitions: $950M Wells Fargo VA team; Wells Fargo NY team Mar 2026. |
| MAI Capital Management Cleveland, OH |
$72.6B | Tier 1 |
PE-Backed |
CEO Carlyle majority |
— |
google.com ↗ |
Carlyle Group majority closed Mar 2026; valuation $2.8B+; new governance and acquisition mandate. |
| Concurrent Investment Advisors Tampa, FL |
$15B+ | Tier 1 |
PE-Backed |
CEO Genstar-backed |
— |
google.com ↗ |
Active partnership platform; recent multi-team additions in Texas; Southeast/Mid-Atlantic targets. |
| Lido Advisors Los Angeles, CA |
$9–12B | Tier 1 |
Buy-Side Serial |
Jason Ozur CEO |
— |
google.com ↗ |
Multiple tuck-in acquisitions 2024–25; PE mandate to deploy capital in West/Southwest. |
| Coldstream Wealth Management Bellevue, WA |
$14B | Tier 2 |
Buy-Side Serial |
CEO 100% employee-owned |
— |
google.com ↗ |
Multiple PNW mergers; opened Bend, OR office; no PE conflict. |
| Mission Wealth Santa Barbara, CA |
$14.1B | Tier 2 |
Buy-Side Serial |
CEO Multi-state acquirer |
— |
google.com ↗ |
PBL Wealth Jan 2026; Logic Capital 2025; Texas market expansion. |
| The AmeriFlex Group Las Vegas, NV |
$13B | Tier 2 |
Emerging |
CEO Hybrid RIA |
— |
google.com ↗ |
Cambridge Investment Research minority Jan 2026; SuccessionFully platform expansion. |
| Rockefeller Capital Management New York, NY |
$50B+ | Tier 2 |
Buy-Side Serial |
CEO National platform |
— |
google.com ↗ |
Active acquisition of UBS advisor breakaway teams 2026; steady stream of defections. |
| Integrated Partners Waltham, MA |
$40B+ AUA | Tier 1 |
Buy-Side Serial |
Paul Saganey Founder & President |
— |
google.com ↗ |
CPA-affiliated practice acquisition program; 3–6 deals per year; Merchant IM-backed. |
| Wealth Partners Capital Group New York, NY |
$15B+ platform | Tier 2 |
PE-Backed |
Ted Barnhill Managing Partner |
— |
google.com ↗ |
Raised $400M debt facility Ares Jul 2025; minority co-investment in $1–5B RIAs in 2026. |
| Pitcairn Jenkintown, PA |
$10B+ | Tier 2 |
Family Office Platform |
Andrew L. Busser President & CEO |
— |
google.com ↗ |
Shared SFO model serving 120+ UHNW families; founded 1923; growth via SFO acquisitions. |
| RFG Advisory Birmingham, AL |
$20B AUA | Tier 1 |
PE-Backed |
Bobby White Founder & CEO |
— |
rfgadvisory.com ↗ |
First majority acquisition (RVA Wealth) Apr 2026; W-2 partner firm transition; ~80 advisors near retirement. |
| Soltis Investment Advisors Cedar City, UT |
$13B | Tier 1 |
Strategic Crossroads |
CEO Estancia + LLR-backed |
— |
google.com ↗ |
Estancia + LLR majority June 2024; GDM Tax acquisition Apr 2026; rapid growth from $6.8B. |
| F.L.Putnam Investment Management Wellesley, MA |
$10B | Tier 2 |
Strategic Crossroads |
CEO Growth-stage |
— |
google.com ↗ |
Multiple acquisitions including Arcadia (Michigan, Apr 2026); Northeast/Midwest expansion. |
| Brighton Jones Seattle, WA |
$10B+ | Tier 2 |
Strategic Crossroads |
Jon Jones Founder & Managing Principal |
— |
google.com ↗ |
WA millionaire-tax pressure on clients; advisors among most visible voices on the issue Apr 2026. |
| Pathstone Englewood, NJ |
$50B+ | Tier 2 |
Partnership Transition |
CEO Multi-tier partner equity |
— |
google.com ↗ |
Independent MFO; ongoing Federal Street Advisors integration; multiple partner tiers. |
| RWA Wealth Partners Newton, MA |
$18B | Tier 2 |
PE-Backed |
Michelle Knight CEO |
— |
google.com ↗ |
One of largest woman-led RIAs; Boston, Chicago, San Francisco; active 2025 M&A. |
| Diversified Trust Nashville, TN |
$10B | Tier 1 |
PE-Backed |
Brian Puckett (to be verified via current ADV) Managing Principal / CEO |
— |
google.com ↗ |
Buy-Side PE-Backed · Sourced April 21, 2026 · Decision-maker needs verification |
| Ferguson Wellman Capital Management Portland, Oregon |
$10B+ | Tier 1 |
Independent First-Time Acquirer |
Ralph Cole CEO |
— |
google.com ↗ |
Buy-Side, Independent First-Time Acquirer · Sourced May 28, 2026 |
| Vista Capital Partners Portland, Oregon |
$1.5B+ | Tier 2 |
Succession Candidate |
Carl Carlson Co-Founder and Principal (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 · Decision-maker needs verification |
| Twin Harbors Private Wealth Melville, New York |
$1.4B | Tier 2 |
Emerging Acquirer |
Founding Partners (verification needed via Form ADV) Founding Partners |
— |
google.com ↗ |
Buy-Side Emerging Acquirer · Sourced June 22, 2026 · Decision-maker needs verification |
| OM Investments Houston, TX |
Very small | Tier 2 |
Solo-advisor RIA |
— |
— |
google.com ↗ |
Solo-advisor RIA · Early relationship underway · Sourced May 21, 2026 |
| Sullivan Bruyette Speros & Blayney McLean, Virginia |
$4B | Tier 2 |
Succession Candidate |
Greg Sullivan President and Founder |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 |
| Wescott Financial Advisory Group Philadelphia, Pennsylvania |
$2.5B+ | Tier 2 |
Succession Candidate |
Grant Rawdin Founder and CEO |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 28, 2026 |
| The Joseph Group Worthington, Ohio |
$1.5B+ | Tier 2 |
Succession Candidate |
Matt Palmer CEO and Co-Founder (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 · Decision-maker needs verification |
| WMS Partners Towson, Maryland |
$5B+ | Tier 2 |
Partnership Transition |
Tim Chase Managing Partner (verification needed) |
— |
google.com ↗ |
Sell-Side Partnership Transition · Sourced May 1, 2026 · Decision-maker needs verification |
| HBK Sorce Advisory Pittsburgh, Pennsylvania |
$2B+ | Tier 2 |
Emerging Acquirer |
Christopher M. Sorce President and Founding Member |
— |
google.com ↗ |
Buy-Side Emerging Acquirer · Sourced June 22, 2026 |
| Iron North Private Wealth Coeur d'Alene, Idaho |
$350M | Tier 2 |
Emerging Acquirer |
Brad Desormeaux CEO and Founder |
— |
google.com ↗ |
Buy-Side Emerging Acquirer · Sourced June 22, 2026 |
| Sage Mountain Advisors Atlanta, Georgia |
$2.5B+ | Tier 2 |
Succession Candidate |
Greg Hoffman CEO and Founder (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 · Decision-maker needs verification |
| Mosaic Financial Partners San Francisco, California |
$3B+ | Tier 2 |
Succession Candidate |
Confirm CEO via ADV or firm website CEO / Managing Partner |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 28, 2026 · Decision-maker needs verification |
| Howe & Rusling Rochester, New York |
$2B+ | Tier 2 |
Succession Candidate |
Daniel Burns President and Principal (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 · Decision-maker needs verification |
| Cyndeo Wealth Partners St. Petersburg, Florida |
$3.1B | Tier 1 |
Emerging Acquirer |
Matt Kilgroe CEO and President |
— |
google.com ↗ |
Buy-Side Emerging Acquirer · Sourced March 10, 2026 |
| Tanglewood Total Wealth Management Houston, Texas |
$1.68B | Tier 2 |
Succession Candidate |
John Merrill Founder and President |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 28, 2026 |
| Abacus Wealth Partners Los Angeles, CA |
$3B+ | Tier 2 |
Succession |
Neela Humsi CEO |
— |
google.com ↗ |
Sell-Side Succession · Sourced April 21, 2026 |
| TFC Financial Management Boston, Massachusetts |
$2B+ | Tier 2 |
Succession Candidate |
Daniel Kraninger President and CEO (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 · Decision-maker needs verification |
| Brouwer & Janachowski Tiburon, California |
$1.5B | Tier 2 |
Succession Candidate |
Steve Janachowski Co-Founder and CEO (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 · Decision-maker needs verification |
| Pinnacle Associates New York, New York |
$3B+ | Tier 2 |
Succession Candidate |
John Marshall CEO and Managing Partner (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 · Decision-maker needs verification |
| Regent Atlantic Capital Parsippany, New Jersey |
$5B+ | Tier 2 |
Succession Candidate |
Chris Cordaro CEO and Chief Investment Officer |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 28, 2026 |
| Kintra Wealth Williamsport, Pennsylvania |
$4B | Tier 1 |
Emerging Acquirer |
Andy Harris CEO and Co-Founder |
— |
google.com ↗ |
Buy-Side Emerging Acquirer · Sourced June 22, 2026 |
| Plancorp St. Louis, Missouri |
$7B+ | Tier 2 |
Succession Candidate |
Chris Kerckhoff President and CEO |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 1, 2026 |
| Waldron Private Wealth Pittsburgh, PA |
$3.5B+ | Tier 2 |
Succession |
Andrew Millard (to be verified via current ADV) Founder / Managing Principal |
— |
google.com ↗ |
Sell-Side Succession · Sourced April 21, 2026 · Decision-maker needs verification |
| Ancora Advisors Cleveland, Ohio |
$7B+ | Tier 2 |
Strategic Crossroads |
Frederick DiSanto Chairman and CEO |
— |
google.com ↗ |
Sell-Side / Strategic Crossroads · Sourced May 28, 2026 |
| Capital Investment Counsel Raleigh, North Carolina |
$4B | Tier 2 |
Succession Candidate |
Richard Bryant CEO and Founder (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 · Decision-maker needs verification |
| Loring, Wolcott & Coolidge Boston, Massachusetts |
$6B+ | Tier 2 |
Partnership Transition |
Confirm Managing Partner via firm website or ADV Managing Partner / CEO |
— |
google.com ↗ |
Sell-Side / Partnership Transition · Sourced May 28, 2026 · Decision-maker needs verification |
| Tobias Financial Advisors Plantation, Florida |
$1B+ | Tier 2 |
Succession Candidate |
Benjamin Tobias Founder and President |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 |
| Perigon Wealth Management San Francisco, California |
$3B-$5B | Tier 2 |
Partnership Transition |
— |
— |
google.com ↗ |
Sell-Side Partnership Transition · Sourced March 10, 2026 |
| Verity Asset Management Marietta, Georgia |
$1.5B | Tier 3 |
Succession Candidate |
Confirm via ADV |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 28, 2026 · Decision-maker needs verification |
| Round Table Wealth Management Westfield, New Jersey |
$1B+ | Tier 2 |
Succession Candidate |
Robert Hagins CEO and Founder (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 · Decision-maker needs verification |
| OnePointBFG Wealth Partners New Jersey |
$2B-$4B | Tier 2 |
Emerging Acquirer |
Jayce Nall Director of Artificial Intelligence |
Connected |
google.com ↗ |
Buy-Side Emerging Acquirer · Sourced March 10, 2026 |
| Aspiriant Los Angeles, California |
$17B+ | Tier 1 |
100% Employee-Owned |
Rob Francais Co-Founder and CEO |
— |
google.com ↗ |
Buy-Side, 100% Employee-Owned · Sourced May 28, 2026 |
| AlphaCore Wealth Advisory San Juan Capistrano, California |
~$6.5B | Tier 2 |
Succession Candidate |
Trevor Callan Managing Partner |
Connected |
google.com ↗ |
Sell-Side Succession Candidate · Sourced March 10, 2026 |
| Johnson Investment Counsel Cincinnati, Ohio |
$13B+ | Tier 1 |
Employee-Owned Since 1965 |
Jason Jackman, CFA CEO |
— |
google.com ↗ |
Buy-Side, Employee-Owned Since 1965 · Sourced May 28, 2026 |
| Plante Moran Financial Advisors Southfield, Michigan |
$25B | Tier 2 |
Cultivation |
Confirm Managing Director of PMFA via ADV or website Managing Director, PMFA |
— |
google.com ↗ |
Buy-Side / Cultivation · Sourced May 28, 2026 · Decision-maker needs verification |
| Covenant Wealth Advisors Richmond, Virginia |
$2B+ | Tier 2 |
Succession Candidate |
Confirm CEO and founding partners via ADV or firm website CEO / Founding Partner |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 28, 2026 · Decision-maker needs verification |
| Strategic Wealth Partners Cleveland, Ohio |
$3B+ | Tier 2 |
Succession Candidate |
Tim Chase CEO and Founder (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 · Decision-maker needs verification |
| Tiedemann Advisors New York, New York |
$24B | Tier 2 |
Strategic Transaction |
Craig Smith CEO |
— |
google.com ↗ |
Sell-Side / Strategic Transaction · Sourced May 28, 2026 |
| Greenspring Advisors Towson, Maryland |
$10B | Tier 2 |
Partnership Transition / Equity Structuring |
Pat Collins Co-Founder |
— |
google.com ↗ |
Partnership Transition / Equity Structuring · Sourced May 28, 2026 |
| Signature Wealth Partners Southeast U.S. |
$1B-$2B | Tier 2 |
Succession Candidate |
Todd Bryant Founding Partner |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced March 10, 2026 |
| Angeles Wealth Management Los Angeles, California |
$1B-$2B | Tier 2 |
Emerging Acquirer |
Adam Stern CEO, Angeles Family Office |
— |
google.com ↗ |
Buy-Side Emerging Acquirer · Sourced March 10, 2026 |
| Homrich Berg Atlanta, GA |
$7B | Tier 1 |
Serial Acquirer |
H. Pepper Braswell CEO |
— |
google.com ↗ |
Buy-Side Serial Acquirer · Sourced April 21, 2026 |
| Avior Wealth Management South Florida |
$1B-$3B | Tier 2 |
Strategic Crossroads |
— |
— |
google.com ↗ |
Sell-Side Strategic Crossroads · Sourced March 10, 2026 |
| Compound Planning |
$1B+ | Tier 2 |
Partnership Transition |
Christian Haigh CEO and Co-Founder |
— |
google.com ↗ |
Sell-Side Partnership Transition · Sourced June 22, 2026 |
| Ritholtz Wealth Management New York, NY |
$6B+ | Tier 2 |
Partnership Transition |
Josh Brown CEO |
— |
google.com ↗ |
Sell-Side Partnership Transition · Sourced April 21, 2026 |
| Brownson, Rehmus & Foxworth Chicago, IL |
$7B | Tier 2 |
Partnership Transition |
Jonathan Brownson (to be verified via current ADV) |
— |
google.com ↗ |
Sell-Side Partnership Transition · Sourced April 21, 2026 · Decision-maker needs verification |
| CV Advisors Miami, Florida |
$3B-$5B | Tier 2 |
Partnership Transition |
— |
— |
google.com ↗ |
Sell-Side Partnership Transition · Sourced March 10, 2026 |
| Brightworth Atlanta, Georgia |
$3.5B | Tier 2 |
Succession Candidate |
Confirm CEO and founding partners via ADV or firm website CEO / Managing Partner |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 28, 2026 · Decision-maker needs verification |
| Tolleson Wealth Management Dallas, Texas |
$10B+ | Tier 2 |
Succession Candidate |
Carter Tolleson President |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 1, 2026 |
| Moisand Fitzgerald Tamayo Orlando, Florida |
$2B+ | Tier 2 |
Succession Candidate |
Confirm CEO/senior partner via ADV CEO / Senior Partner |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 28, 2026 · Decision-maker needs verification |
| BFG Financial Advisors Timonium, Maryland |
~$1B | Tier 2 |
Succession Candidate |
Lena Nebel CEO |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced March 10, 2026 |
| Strathmore Capital Advisors Charlotte, North Carolina |
~$750M | Tier 3 |
Employee-Owned Acquirer |
John Charles Kernodle President and Founder |
— |
google.com ↗ |
Buy-Side, Employee-Owned Acquirer · Sourced May 28, 2026 |
| Freestone Capital Management Seattle, Washington |
$13B | Tier 1 |
Active Minority Stake Process |
Gary Furukawa Founder, Senior Partner, and CIO |
Connected |
google.com ↗ |
Sell-Side, Active Minority Stake Process · Sourced May 28, 2026 |
| WestPoint Wealth Ohio (four offices) |
Small, undisclosed | Tier 2 |
Independent RIA |
— |
— |
google.com ↗ |
Independent RIA · Early relationship underway · Sourced May 21, 2026 |
| Modera Wealth Management Westwood, New Jersey |
$9B+ | Tier 2 |
Serial Acquirer |
Tom Orecchio Principal and Co-Founder |
— |
google.com ↗ |
Buy-Side Serial Acquirer · Sourced May 1, 2026 |
| Beacon Coast Partners San Francisco, California |
$3.5B | Tier 1 |
Emerging Acquirer |
Michael Evans Founding Managing Partner |
— |
google.com ↗ |
Buy-Side Emerging Acquirer · Sourced June 22, 2026 |
| Massey Quick Simon Morristown, New Jersey |
$5B+ | Tier 2 |
Partnership |
Confirm CEO via ADV or firm website CEO / Managing Partner |
— |
google.com ↗ |
Sell-Side / Partnership · Sourced May 28, 2026 · Decision-maker needs verification |
| Hemington Wealth Management Falls Church, Virginia |
$1B+ | Tier 2 |
Succession Candidate |
Eileen O'Connor Founder and CEO |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced June 22, 2026 |
| Homburg Peroff Dallas, Texas |
$2B | Tier 3 |
Cultivation |
Confirm via ADV |
— |
google.com ↗ |
Sell-Side / Cultivation · Sourced May 28, 2026 · Decision-maker needs verification |
| Verdence Capital Advisors Hunt Valley, Maryland |
Estimated $2B-$4B | Tier 2 |
Partnership Transition |
— |
— |
google.com ↗ |
Sell-Side Partnership Transition · Sourced March 10, 2026 |
| True Alpha Wealth Northern Ohio |
About $500M | Tier 2 |
RIA practice (Kestra platform) |
Tyler McKean Certified Exit Planning Advisor (CEPA) |
— |
google.com ↗ |
RIA practice (Kestra platform) · PE: Kestra (platform, not equity PE backer) · Early relationship underway · Sourced May 21, 2026 |
| Bingham, Osborn & Scarborough San Francisco, California |
$6B+ | Tier 2 |
Succession Candidate |
Russ Wermers Managing Partner (verification needed) |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 1, 2026 · Decision-maker needs verification |
| Manchester Capital Management Manchester, Vermont |
$3B+ | Tier 2 |
Partnership Transition |
Ted Cronin Founder and CEO |
— |
google.com ↗ |
Sell-Side Partnership Transition · Sourced June 22, 2026 |
| Financial Synergies Wealth Advisors Houston, Texas |
$1.6B | Tier 2 |
Succession — Internal Transition |
James Dowd Founder / Senior Partner |
— |
google.com ↗ |
Sell-Side Succession — Internal Transition · Sourced May 28, 2026 |
| Snowden Lane Partners New York, NY |
$9B+ | Tier 2 |
Serial Acquirer |
Rob Mooney Managing Partner and CEO |
— |
google.com ↗ |
Buy-Side Serial Acquirer · Sourced April 21, 2026 |
| Karpus Investment Management Pittsford, New York |
$3.5B | Tier 2 |
Emerging Acquirer |
George W. Karpus Founder and Chairman |
— |
google.com ↗ |
Buy-Side Emerging Acquirer · Sourced June 22, 2026 |
| Wealthcare Capital Management Richmond, Virginia |
$2B+ | Tier 2 |
Partnership Transition |
David Loeper CEO and Founder |
— |
google.com ↗ |
Sell-Side Partnership Transition · Sourced June 22, 2026 |
| Accredited Investors Wealth Management Edina, Minnesota |
$1.5B | Tier 2 |
Succession Candidate |
Ross Levin Founding Principal and CEO |
— |
google.com ↗ |
Sell-Side Succession Candidate · Sourced May 28, 2026 |
| Parcion Private Wealth Bellevue, Washington |
$2.5B | Tier 2 |
Cultivation — / Referral Pipeline |
Terry Cook, CFP, CIMA CEO, Founder, and Managing Principal |
— |
google.com ↗ |
Cultivation — Buy-Side / Referral Pipeline · Sourced May 28, 2026 |