Credent Wealth Management Acquires MainStreet Financial Advisors and First State Investment Advisors
January 15, 2026
Credent Wealth Management (CX Institutional, LLC) acquired Michigan-based MainStreet Financial Advisors and Tulsa-based First State Investment Advisors, adding a combined ~$250 million in AUM and roughly 350 clients. The deals bring four advisors and two staff to Credent, expand its national footprint (AUM now >$4.3 billion across 14 offices), and follow Credent's expanded capital partnership with Crestline Investors to support continued advisor onboarding and platform growth.
- Buyers
- Credent Wealth Management (CX Institutional, LLC d/b/a Credent Wealth Management)
- Targets
- MainStreet Financial Advisors, First State Investment Advisors
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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