Match with a buyer and confidently sell your RIA.

Identifying a buyer in wealth management who is a cultural fit while meeting your valuation requirements is no small feat. Alaris is your Lens into the landscape of M&A.

Deal advocates

That lead with Culture

Cultural fit is cited by both buyers and sellers as the most important aspect of a deal. As such, our approach emphasizes culture in the matchmaking process.

90+
closed acquisitions
220m+
acquired rev
67+
Buyers on the Alaris roster
0
Break Ups
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the alaris advantage

An experienced M&A firm dedicated to Wealth Management

The leadership at Alaris Acquisitions consists of professionals who have devoted their careers to the wealth management industry. From owning an RIA that successfully completed multiple acquisitions to managing one of today's top M&A advisory firms, you can trust our extensive experience to guide you through this intellectually and emotionally charged journey.

A mockup of Alaris matchmaking app
the alaris advantage

An experienced M&A firm dedicated to Wealth Management

The leadership at Alaris Acquisitions consists of professionals who have devoted their careers to the wealth management industry. From owning an RIA that successfully completed multiple acquisitions to managing one of today's top M&A advisory firms, you can trust our extensive experience to guide you through this intellectually and emotionally charged journey.

A mockup of Alaris matchmaking app
the alaris advantage

Groundbreaking technology

We developed the industry's first catalog of buyer models. Curated and detailed information about the buyers:

  • Culture and Vision
  • Mandatory points of alignment
  • Expansion of services & capabilities
  • Valuation and economic model
  • The ideal partner for them
  • Client experience and investment platform
  • Operations and tech stack
A mockup of Alaris matchmaking app
the alaris advantage

Groundbreaking technology

We developed the industry's first catalog of buyer models. Curated and detailed information about the buyers:

  • Culture and Vision
  • Mandatory points of alignment
  • Expansion of services & capabilities
  • Valuation and economic model
  • The ideal partner for them
  • Client experience and investment platform
  • Operations and tech stack
A mockup of Alaris matchmaking app
the alaris advantage

A new Pathway to Partnership

In the Deal Advocacy construct, our priority is to advocate on your behalf in deal negotiations, ensuring your interests are at the forefront while also seeking an outcome that accretes to the buyer culturally. This balanced approach aims to acheive a successful deal that serves both parties well.

A mockup of Alaris matchmaking app
the alaris Difference

A new Pathway to Partnership

In the Deal Advocacy construct, our priority is to advocate on your behalf in deal negotiations, ensuring your interests are at the forefront while also seeking an outcome that accretes to the buyer culturally. This balanced approach aims to acheive a successful deal that serves both parties well.

our roster

Get Matched