Elite Consulting Partners Acquires Advisor Successions, LLC to Launch Elite Advisor Successions

Mercer Advisors Acquires Sanford Advisory Services, LLC

May 4, 2022

Wealth Management

Mercer Global Advisors, Inc. has acquired Sanford Advisory Services, LLC, a Portage, Michigan-based wealth management firm managing approximately $1.1 billion in AUM/A and serving about 1,100 clients. The Sanford team of ten professionals, including founders Todd Sanford, Scott Williams and Brent Kerstetter, will join Mercer as the firm expands its Central U.S. presence.

Wealth Enhancement Group Acquires Adirondack Retirement Specialists, Inc.

November 16, 2023

Financial Services

Wealth Enhancement Group acquired Adirondack Retirement Specialists, Inc., a hybrid RIA based in Queensbury, New York, bringing a team of two advisors and three support staff and approximately $272 million in client assets. The deal expands Wealth Enhancement Group's presence in the Northeast and adds retirement-focused advisory capabilities to its national wealth management platform.

Aviva Acquires Succession Wealth for £385 Million

March 2, 2022

Financial Services

Aviva plc is acquiring Succession Wealth for £385 million to expand its advice capabilities and strengthen its presence in the growing UK wealth market. Succession Wealth will continue to operate as a separately regulated, independent financial advice firm under its existing management and brand.

3LS Acquires ESOP Advisory Firm 40 Million Owners

September 4, 2025

Professional Services

3LS, an employee-owned family of companies headquartered in Nashville, announced the acquisition of ESOP advisory firm 40 Million Owners, which will join the company's Professional Services division. Co-founders Mike Brady and Michael Morosi will take leadership roles within 3LS (Brady as Managing Director of 40 Million Owners and Morosi as 3LS Chief Investment Officer) as 3LS expands its advisory capabilities around employee ownership and ESOP-driven acquisitions.

Concurrent Investment Advisors Acquires Next Retirement Solutions

December 12, 2025

Wealth Management

Concurrent Investment Advisors completed the full acquisition of Next Retirement Solutions, a retirement-advisory practice overseeing roughly $10 billion in plan assets and about 150,000 plan participants. The deal brings Next Retirement’s retirement-plan capabilities in-house as Concurrent expands its retirement services and organic growth channels.

Danforth Advisors Acquires Elite BioPharma Consulting

September 6, 2023

Healthcare Services

Danforth Advisors has acquired Elite BioPharma Consulting to expand its Development Strategy & Operations (DS&O) practice, adding clinical development operations, project and trial management, clinical monitoring, program management, regulatory affairs, and medical writing capabilities. The founders of Elite will continue to lead the team as Danforth integrates Elite's expertise into its variable resource model for life science companies.