| BMN Group LLC | Grand Rapids, MI | Portfolio Management and Investment Advice | Acquisition | Sep 29, 2026 | $5.0M |
| Axias Wealth Management, LLC | Pittsburgh, PA | Portfolio Management and Investment Advice | Acquisition | Sep 28, 2026 | $4.1M |
| TriCapital Investment Inc | Charlotte, NC | Portfolio Management and Investment Advice | Acquisition | Sep 28, 2026 | $2.9M |
| Stonehaven Strategic Wealth LLC | Placentia, CA | Portfolio Management and Investment Advice | Acquisition | Sep 21, 2026 | $1.6M |
| Navigate Private Wealth LLC | Sandy, UT | Portfolio Management and Investment Advice | Expansion | Jul 15, 2026 | $1.5M |
| Seaside Wealth Management, Inc. | Carlsbad, CA | Portfolio Management and Investment Advice | Expansion | Jul 10, 2026 | $1.2M |
| Journey Retirement Plan Services LLC | Belmont, MI | Portfolio Management and Investment Advice | Acquisition | Jul 1, 2026 | $750K |
| Seapoint Wealth Advisors, LLC | San Diego, CA | Portfolio Management and Investment Advice | Expansion | May 19, 2026 | $3.5M |
| Central Pine Capital LLC | Cedarhurst, NY | Portfolio Management and Investment Advice | Expansion | Apr 24, 2026 | $1.5M |
| Cornerstone Wealth Partners, LLC | Mason, MI | Portfolio Management and Investment Advice | Expansion | Feb 27, 2026 | $1.7M |
| Matthew M Harrison LLC | Mesa, AZ | Portfolio Management and Investment Advice | Acquisition | Jan 28, 2026 | $2.1M |
| Financial Planner Near Me, LLC | Springfield, MO | Portfolio Management and Investment Advice | Acquisition | Dec 31, 2025 | $1.3M |
| Aspirean Wealth, LLC | Chesterton, IN | Portfolio Management and Investment Advice | Acquisition | Dec 19, 2025 | $615K |
| Ricardo Betancourt | Franklin Square, NY | Portfolio Management and Investment Advice | Acquisition | Dec 16, 2025 | $625K |
| More2 Wealth LLC | Conroe, TX | Portfolio Management and Investment Advice | Acquisition | Dec 12, 2025 | $540K |
| Sgea, LLC | Issaquah, WA | Portfolio Management and Investment Advice | Acquisition | Nov 24, 2025 | $1.4M |
| Sposa Financial Services LLC | Falls Church, VA | Portfolio Management and Investment Advice | Acquisition | Sep 12, 2025 | $1.1M |
| Halpin With Your Money LLC | Brunswick, ME | Portfolio Management and Investment Advice | Acquisition | Sep 10, 2025 | $1.0M |
| Rock Private Wealth Management, LLC | Lafayette, LA | Portfolio Management and Investment Advice | Acquisition | Jul 10, 2025 | $2.1M |
| PRISM Financial Strategies, LLC | Denver, CO | Portfolio Management and Investment Advice | Acquisition | Jun 26, 2025 | $500K |
| Christopher L. Hall | San Antonio, TX | Portfolio Management and Investment Advice | Acquisition | Jun 13, 2025 | $617K |
| Darin S. Ruttenberg | Senoia, GA | Portfolio Management and Investment Advice | Acquisition | Jun 12, 2025 | $1.5M |
| Alexander Seiji Potter | Milford, MI | Portfolio Management and Investment Advice | Acquisition | Mar 26, 2025 | $900K |
| Mountain Range Wealth Management, LLC | Johnstown, CO | Portfolio Management and Investment Advice | Acquisition | Mar 20, 2025 | $699K |
| Willow Chute Financial, LLC | Benton, LA | Portfolio Management and Investment Advice | Acquisition | Feb 26, 2025 | $500K |
| Thompson Financial Planning, LLC | Pittsburgh, PA | Portfolio Management and Investment Advice | Acquisition | Jan 24, 2025 | $1.1M |
| Stansell Wealth Planning, LLC | Plano, TX | Portfolio Management and Investment Advice | Acquisition | Nov 7, 2024 | $876K |
| Burgess Asset Group, LLC | Greenville, SC | Portfolio Management and Investment Advice | Expansion | Oct 29, 2024 | $1.5M |
| Thomas Financial Advisory Group | Pittsburgh, PA | Portfolio Management and Investment Advice | Acquisition | Oct 2, 2024 | $965K |
| Bridgerland Financial Advisors, LLC | American Fork, UT | Portfolio Management and Investment Advice | Acquisition | Sep 24, 2024 | $500K |
| PPBJ Management, LLC | Columbus, OH | Portfolio Management and Investment Advice | Expansion | Aug 22, 2024 | $1.1M |
| Newbridge Wealth Management, LLC | Berwyn, PA | Portfolio Management and Investment Advice | Acquisition | Aug 9, 2024 | $865K |
| Adaptfirst Investments LLC | Kernersville, NC | Portfolio Management and Investment Advice | Acquisition | Jun 26, 2024 | $1.3M |
| EverDay Financial, LLC | Saint Louis, MO | Portfolio Management and Investment Advice | Acquisition | Jun 4, 2024 | $2.0M |
| Victor J. Adint, Inc. | Los Gatos, CA | Portfolio Management and Investment Advice | Expansion | May 22, 2024 | $1.3M |
| Saltwater Property Group LLC | Madison, CT | Portfolio Management and Investment Advice | Expansion | Apr 10, 2024 | $2.0M |
| Tyler J. Petersen, Sole Prop | Rapid City, SD | Portfolio Management and Investment Advice | Acquisition | Jan 5, 2024 | $3.4M |
| Swan Capital, LLC | Pensacola, FL | Portfolio Management and Investment Advice | Expansion | Jan 4, 2024 | $1.8M |
| Wealth Ridge Planning LLC | Black River Falls, WI | Portfolio Management and Investment Advice | Acquisition | Dec 23, 2023 | $765K |
| DeCamilla Capital Management LLC | Sacramento, CA | Portfolio Management and Investment Advice | Expansion | Nov 16, 2023 | $1.5M |
| Transformational Advisory Group LLC | Seattle, WA | Portfolio Management and Investment Advice | Acquisition | Oct 19, 2023 | $2.9M |
| Appaloosa Capital Management Inc. | Sacramento, CA | Portfolio Management and Investment Advice | Acquisition | Oct 19, 2023 | $1.4M |