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Recent Wealth Management Acquisitions in Florida
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Full Export
Purchase the full list for Wealth Management Acquisitions in Florida
25 rows · from $49 · 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-06 | The Bahnsen Group Welcomes Hightower Naples Through Hightower’s Franchise Platform | The Bahnsen Group | Hightower Naples | Wealth Management | Addon | Florida, United States | Presumed closed |
| 2026-07-28 | Edwards Asset Management Acquires/Absorbs Shoaf Wealth Management | Edwards Asset Management | Shoaf Wealth Management | Wealth Management | Buyout | Florida, United States | Confirmed closed |
| 2026-04-04 | Modern Wealth Management Acquires Legacy Wealth Management | Modern Wealth Management | Legacy Wealth Management; Legacy Retirement Plan Advisors | Wealth Management | Addon | Florida, United States | Presumed closed |
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