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Recent Wealth Management Acquisitions in California
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Full Export
Purchase the full list for Wealth Management Acquisitions in California
76 rows · from $76 · CSV + XLSX
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| Date | Title | Buyers | Targets | Industry | Transaction Type | Location | Closing Status |
|---|---|---|---|---|---|---|---|
| 2026-10-29 | Modern Wealth Management Acquires 4thGEN Wealth Management | Modern Wealth Management | 4thGEN Wealth Management | Wealth Management | Buyout | California, United States | Confirmed closed |
| 2026-10-15 | Beacon Pointe Advisors Acquires WorthPointe Financial Planners | Beacon Pointe Advisors | WorthPointe Financial Planners | Wealth Management | Addon | California, United States | Confirmed closed |
| 2026-10-01 | Cerity Partners Merges with Cornerstone Capital to Expand Bay Area Wealth Management Presence | Cerity Partners | Cornerstone Capital, Inc. | Wealth Management | Buyout | California, United States | Presumed closed |
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