Wealth Management Acquisitions
Browse all wealth management acquisition pages by year, state, and other filters.
Wealth Management Acquisitions by Year
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Wealth Management Acquisitions in 2026
162 tracked deals.
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Wealth Management Acquisitions in 2025
141 tracked deals.
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Wealth Management Acquisitions in 2024
106 tracked deals.
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Wealth Management Acquisitions in 2023
59 tracked deals.
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Wealth Management Acquisitions in 2022
89 tracked deals.
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Wealth Management Acquisitions in 2021
59 tracked deals.
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Wealth Management Acquisitions in 2020
33 tracked deals.
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Wealth Management Acquisitions in 2019
9 tracked deals.
Wealth Management Acquisitions by State
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Wealth Management Acquisitions in Alabama
4 tracked deals · 1 deal in the last 12 months.
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Wealth Management Acquisitions in Arizona
10 tracked deals · 5 deals in the last 12 months.
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Wealth Management Acquisitions in Arkansas
1 tracked deal.
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Wealth Management Acquisitions in California
76 tracked deals · 19 deals in the last 12 months.
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Wealth Management Acquisitions in Colorado
22 tracked deals · 6 deals in the last 12 months.
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Wealth Management Acquisitions in Connecticut
9 tracked deals · 1 deal in the last 12 months.
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Wealth Management Acquisitions in Delaware
3 tracked deals · 1 deal in the last 12 months.
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Wealth Management Acquisitions in Florida
25 tracked deals · 6 deals in the last 12 months.
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Wealth Management Acquisitions in Georgia
19 tracked deals · 6 deals in the last 12 months.
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Wealth Management Acquisitions in Hawaii
1 tracked deal.
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Wealth Management Acquisitions in Idaho
5 tracked deals · 1 deal in the last 12 months.
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Wealth Management Acquisitions in Illinois
25 tracked deals · 7 deals in the last 12 months.
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Wealth Management Acquisitions in Indiana
13 tracked deals · 3 deals in the last 12 months.
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Wealth Management Acquisitions in Iowa
7 tracked deals · 2 deals in the last 12 months.
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Wealth Management Acquisitions in Kansas
11 tracked deals · 4 deals in the last 12 months.
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Wealth Management Acquisitions in Kentucky
5 tracked deals · 2 deals in the last 12 months.
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Wealth Management Acquisitions in Louisiana
4 tracked deals · 1 deal in the last 12 months.
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Wealth Management Acquisitions in Maryland
17 tracked deals · 6 deals in the last 12 months.
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Wealth Management Acquisitions in Massachusetts
26 tracked deals · 9 deals in the last 12 months.
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Wealth Management Acquisitions in Michigan
16 tracked deals · 3 deals in the last 12 months.
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Wealth Management Acquisitions in Minnesota
14 tracked deals · 4 deals in the last 12 months.
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Wealth Management Acquisitions in Missouri
8 tracked deals.
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Wealth Management Acquisitions in Montana
2 tracked deals · 1 deal in the last 12 months.
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Wealth Management Acquisitions in Nebraska
3 tracked deals · 1 deal in the last 12 months.
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Wealth Management Acquisitions in Nevada
2 tracked deals.
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Wealth Management Acquisitions in New Hampshire
5 tracked deals · 4 deals in the last 12 months.
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Wealth Management Acquisitions in New Jersey
14 tracked deals · 5 deals in the last 12 months.
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Wealth Management Acquisitions in New Mexico
3 tracked deals · 1 deal in the last 12 months.
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Wealth Management Acquisitions in New York
33 tracked deals · 12 deals in the last 12 months.
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Wealth Management Acquisitions in North Carolina
16 tracked deals · 3 deals in the last 12 months.
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Wealth Management Acquisitions in North Dakota
1 tracked deal.
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Wealth Management Acquisitions in Ohio
26 tracked deals · 4 deals in the last 12 months.
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Wealth Management Acquisitions in Oklahoma
2 tracked deals · 1 deal in the last 12 months.
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Wealth Management Acquisitions in Oregon
13 tracked deals · 6 deals in the last 12 months.
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Wealth Management Acquisitions in Pennsylvania
21 tracked deals · 3 deals in the last 12 months.
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Wealth Management Acquisitions in Rhode Island
1 tracked deal.
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Wealth Management Acquisitions in South Carolina
2 tracked deals · 1 deal in the last 12 months.
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Wealth Management Acquisitions in Tennessee
9 tracked deals · 3 deals in the last 12 months.
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Wealth Management Acquisitions in Texas
34 tracked deals · 9 deals in the last 12 months.
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Wealth Management Acquisitions in Utah
7 tracked deals · 4 deals in the last 12 months.
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Wealth Management Acquisitions in Vermont
1 tracked deal.
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Wealth Management Acquisitions in Virginia
13 tracked deals · 3 deals in the last 12 months.
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Wealth Management Acquisitions in Washington
15 tracked deals · 3 deals in the last 12 months.
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Wealth Management Acquisitions in Wisconsin
10 tracked deals · 4 deals in the last 12 months.
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Wealth Management Acquisitions in Wyoming
1 tracked deal · 1 deal in the last 12 months.
Wealth Management Buyers & Acquisitions in Canada
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Wealth Management Buyers & Acquisitions in Canada
14 tracked deals.
Private Equity-Backed Wealth Management Buyers
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Private Equity-Backed Wealth Management Buyers
243 tracked deals.
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