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Wealth Management Acquisitions in 2025
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141 rows · from $141 · CSV + XLSX
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Full Export
Purchase the full list for Wealth Management Acquisitions in 2025
141 rows · from $141 · CSV + XLSX
Get a point-in-time export of all tracked rows for this page. We email the file immediately after purchase.
What the export looks like
| Date | Title | Buyers | Targets | Industry | Transaction Type | Location | Closing Status |
|---|---|---|---|---|---|---|---|
| 2025-12-17 | EP Wealth Advisors Acquires Clearview Wealth Advisors | EP Wealth Advisors | Clearview Wealth Advisors | Wealth Management | Addon | Arizona, United States | Confirmed closed |
| 2025-12-16 | Mercer Advisors Acquires McConnell Financial Advisors | Mercer Global Advisors, Inc. (Mercer Advisors) | McConnell Financial Advisors | Wealth Management | Buyout | Idaho, United States | Confirmed closed |
| 2025-12-16 | Integrated Partners Adds Morrison Nordmann Wealth Management | Integrated Partners | Morrison Nordmann Wealth Management | Wealth Management | Addon | Michigan, United States | Confirmed closed |
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