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Are you deal ready? Discover the value of your business.
VALUATION CALCULATOR
VALUATION CALCULATOR
Are you deal ready? Discover the value of your business.
VALUATION CALCULATOR
VALUATION CALCULATOR
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Account Details
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Saved Buyers
Reading List
Discover your ideal partner
Alaris combines M&A expertise with the most robust buyer dataset on the planet.
Expanded services offered
Acquisitions Model
Approximate AUM of the buyer
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Saved Buyers
IMA Financial Group
Headquarters
Denver, Colorado
Approximate AUM
$911,560,000
<2 Bn
Approximate AUM
$911,560,000
<2 Bn
Trilogy Financial
Headquarters
Irvine, California
Approximate AUM
$1,886,949,860
2-5 Bn
Approximate AUM
$1,886,949,860
2-5 Bn
The Retirement Planning Group
Headquarters
Leawood, Kansas
Approximate AUM
$2,628,800,000
2-5 Bn
Approximate AUM
$2,628,800,000
2-5 Bn
1792 Wealth Advisors
Headquarters
Morristown, NJ
Approximate AUM
$1,000,000,000
<2 Bn
Approximate AUM
$1,000,000,000
<2 Bn
World Investment Advisors
Headquarters
Santa Barbara, California
Approximate AUM
$37,759,760,000
20-50 Bn
Approximate AUM
$37,759,760,000
20-50 Bn
Diversified, LLC
Headquarters
Wilmington, Delaware
Approximate AUM
$1,553,770,000
<2 Bn
Approximate AUM
$1,553,770,000
<2 Bn
Avantax Planning Partners
Headquarters
Dallas, Texas
Approximate AUM
$6,377,152,299
5-10 Bn
Approximate AUM
$6,377,152,299
5-10 Bn
Pinnacle Advisors
Headquarters
Mansfield, Ohio
Approximate AUM
$1,728,530,000
<2 Bn
Approximate AUM
$1,728,530,000
<2 Bn
Keen Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$914,000,000
<2 Bn
Approximate AUM
$914,000,000
<2 Bn
Gateway Financial Advisors
Headquarters
Albuquerque, New Mexico
Approximate AUM
$4,200,000,000
2-5 Bn
Approximate AUM
$4,200,000,000
2-5 Bn
Centura Wealth Advisory
Headquarters
San Diego, California
Approximate AUM
$642,975,493
<2 Bn
Approximate AUM
$642,975,493
<2 Bn
Baldwin Wealth Partners
Headquarters
Marion, Massachusetts
Approximate AUM
$2,281,117,000
<2 Bn
Approximate AUM
$2,281,117,000
<2 Bn
Alphastar Capital Management
Headquarters
Cornelius, North Carolina
Approximate AUM
$1,450,962,289
<2 Bn
Approximate AUM
$1,450,962,289
<2 Bn
Signet Financial Management
Headquarters
Parsippany, New Jersey
Approximate AUM
$949,397,508
<2 Bn
Approximate AUM
$949,397,508
<2 Bn
Modern Wealth Management
Headquarters
Lenexa, Kansas
Approximate AUM
Approximately $6,000,000,000
5-10 Bn
Approximate AUM
Approximately $6,000,000,000
5-10 Bn
Marcum Wealth
Headquarters
Cleveland, Ohio
Approximate AUM
$2,576,380,000
2-5 Bn
Approximate AUM
$2,576,380,000
2-5 Bn
Sequoia Financial Group
Headquarters
Akron, Ohio
Approximate AUM
$19,964,189,243
10-20 Bn
Approximate AUM
$19,964,189,243
10-20 Bn
Pure Financial Advisors
Headquarters
San Diego, California
Approximate AUM
$4,600,610,000
2-5 Bn
Approximate AUM
$4,600,610,000
2-5 Bn
Perigon Wealth Management
Headquarters
San Francisco, California
Approximate AUM
$6,940,950,000
5-10 Bn
Approximate AUM
$6,940,950,000
5-10 Bn
The Mather Group
Headquarters
Chicago, IL
Approximate AUM
$10,508,540,000
10-20 Bn
Approximate AUM
$10,508,540,000
10-20 Bn
HUB International
Headquarters
Chicago, IL
Approximate AUM
$120,000,000,000
50 Bn +
Approximate AUM
$120,000,000,000
50 Bn +
Sanctuary Wealth
Headquarters
Indianapolis, IN
Approximate AUM
$22,024,300,000
10-20 Bn
Approximate AUM
$22,024,300,000
10-20 Bn
Prime Capital Financial
Headquarters
Overland Park, Kansas
Approximate AUM
$24,362,866,552
20-50 Bn
Approximate AUM
$24,362,866,552
20-50 Bn
CAPTRUST
Headquarters
Raleigh, North Carolina
Approximate AUM
$852,173,054,617
50 Bn +
Approximate AUM
$852,173,054,617
50 Bn +
Kuttin Wealth Management
Headquarters
Hauppauge, New York
Approximate AUM
$10,500,000,000
10-20 Bn
Approximate AUM
$10,500,000,000
10-20 Bn
Cerity Partners
Headquarters
New York, New York
Approximate AUM
$80,573,110,000
50 Bn +
Approximate AUM
$80,573,110,000
50 Bn +
SteelPeak Wealth
Headquarters
Woodland Hills, California
Approximate AUM
$2,535,310,000
2-5 Bn
Approximate AUM
$2,535,310,000
2-5 Bn
WealthPlan Partners
Headquarters
Omaha, Nebraska
Approximate AUM
$1,812,736,244
2-5 Bn
Approximate AUM
$1,812,736,244
2-5 Bn
LPL Financial
Headquarters
San Diego, CA and Fort Mill, SC
Approximate AUM
$1,700,000,000,000
50 Bn +
Approximate AUM
$1,700,000,000,000
50 Bn +
Edelman Financial Engines
Headquarters
Boston, Massachusetts
Approximate AUM
$270,770,410,000
50 Bn +
Approximate AUM
$270,770,410,000
50 Bn +
Allworth Financial
Headquarters
Folsom, CA
Approximate AUM
$19,313,700,000
10-20 Bn
Approximate AUM
$19,313,700,000
10-20 Bn
Tesla Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
Approximately 19.7 Bn
10-20 Bn
Approximate AUM
Approximately 19.7 Bn
10-20 Bn
Savant Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
$26,294,840,000
10-20 Bn
Approximate AUM
$26,294,840,000
10-20 Bn
Beacon Pointe Advisors
Headquarters
Newport, California
Approximate AUM
$38,279,960,000
20-50 Bn
Approximate AUM
$38,279,960,000
20-50 Bn
Hightower Advisors
Headquarters
Chicago, Illinois
Approximate AUM
$130,239,340,000
50 Bn +
Approximate AUM
$130,239,340,000
50 Bn +
Mariner Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$81,106,925,484
50 Bn +
Approximate AUM
$81,106,925,484
50 Bn +
GCG Wealth Management
Headquarters
Charlotte, North Carolina
Approximate AUM
$1,800,000,000
<2 Bn
Approximate AUM
$1,800,000,000
<2 Bn
Modera Wealth Management, LLC
Headquarters
Westwood, NJ
Approximate AUM
$12,532,440,000
10-20 Bn
Approximate AUM
$12,532,440,000
10-20 Bn
Miracle Mile Advisors
Headquarters
Los Angeles, California
Approximate AUM
$4,895,700,000
2-5 Bn
Approximate AUM
$4,895,700,000
2-5 Bn
AlphaCore Wealth Advisory
Headquarters
La Jolla, California
Approximate AUM
$2,441,970,000
2-5 Bn
Approximate AUM
$2,441,970,000
2-5 Bn
Verdence Capital Advisors
Headquarters
Hunt Valley, Maryland
Approximate AUM
$3,306,595,930
2-5 Bn
Approximate AUM
$3,306,595,930
2-5 Bn
Parallel Advisors
Headquarters
San Francisco, California
Approximate AUM
$8,000,000,000
5-10 Bn
Approximate AUM
$8,000,000,000
5-10 Bn
F.L. Putnam Investment Management Company
Headquarters
Lynnfield, Massachusetts
Approximate AUM
$6,168,010,000
5-10 Bn
Approximate AUM
$6,168,010,000
5-10 Bn
Carson Group
Headquarters
Omaha, Nebraska
Approximate AUM
$39,500,000
20-50 Bn
Approximate AUM
$39,500,000
20-50 Bn
Montis Financial
Headquarters
Waltham, Massachusetts
Approximate AUM
$800,000,000
<2 Bn
Approximate AUM
$800,000,000
<2 Bn
Apollon Wealth Management
Headquarters
Charleston, South Carolina
Approximate AUM
$5,519,650,000
5-10 Bn
Approximate AUM
$5,519,650,000
5-10 Bn
Dakota Wealth Management
Headquarters
Palm Beach Gardens, Florida
Approximate AUM
$6,122,960,000
5-10 Bn
Approximate AUM
$6,122,960,000
5-10 Bn
OneDigital
Headquarters
Kansas City, Missouri
Approximate AUM
$107,102,340,000
50 Bn +
Approximate AUM
$107,102,340,000
50 Bn +
Merit Financial Advisors
Headquarters
Atlanta, Georgia
Approximate AUM
10,000,000,000
5-10 Bn
Approximate AUM
10,000,000,000
5-10 Bn
IMA Financial Group
Headquarters
Denver, Colorado
Approximate AUM
$911,560,000
<2 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Trilogy Financial
Headquarters
Irvine, California
Approximate AUM
$1,886,949,860
2-5 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
The Retirement Planning Group
Headquarters
Leawood, Kansas
Approximate AUM
$2,628,800,000
2-5 Bn
Fee model
Accepts Fees
1792 Wealth Advisors
Headquarters
Morristown, NJ
Approximate AUM
$1,000,000,000
<2 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
World Investment Advisors
Headquarters
Santa Barbara, California
Approximate AUM
$37,759,760,000
20-50 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Diversified, LLC
Headquarters
Wilmington, Delaware
Approximate AUM
$1,553,770,000
<2 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Avantax Planning Partners
Headquarters
Dallas, Texas
Approximate AUM
$6,377,152,299
5-10 Bn
Fee model
No items found.
Pinnacle Advisors
Headquarters
Mansfield, Ohio
Approximate AUM
$1,728,530,000
<2 Bn
Fee model
Accepts Fees
Keen Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$914,000,000
<2 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Gateway Financial Advisors
Headquarters
Albuquerque, New Mexico
Approximate AUM
$4,200,000,000
2-5 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Centura Wealth Advisory
Headquarters
San Diego, California
Approximate AUM
$642,975,493
<2 Bn
Fee model
No items found.
Baldwin Wealth Partners
Headquarters
Marion, Massachusetts
Approximate AUM
$2,281,117,000
<2 Bn
Fee model
No items found.
Alphastar Capital Management
Headquarters
Cornelius, North Carolina
Approximate AUM
$1,450,962,289
<2 Bn
Fee model
No items found.
Signet Financial Management
Headquarters
Parsippany, New Jersey
Approximate AUM
$949,397,508
<2 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Modern Wealth Management
Headquarters
Lenexa, Kansas
Approximate AUM
Approximately $6,000,000,000
5-10 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Marcum Wealth
Headquarters
Cleveland, Ohio
Approximate AUM
$2,576,380,000
2-5 Bn
Fee model
Accepts Fees
Sequoia Financial Group
Headquarters
Akron, Ohio
Approximate AUM
$19,964,189,243
10-20 Bn
Fee model
Accepts Fees
Pure Financial Advisors
Headquarters
San Diego, California
Approximate AUM
$4,600,610,000
2-5 Bn
Fee model
Accepts Fees
Perigon Wealth Management
Headquarters
San Francisco, California
Approximate AUM
$6,940,950,000
5-10 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
The Mather Group
Headquarters
Chicago, IL
Approximate AUM
$10,508,540,000
10-20 Bn
Fee model
Accepts Fees
HUB International
Headquarters
Chicago, IL
Approximate AUM
$120,000,000,000
50 Bn +
Fee model
Accepts Fees
Permits BD
Permits Insurance
Sanctuary Wealth
Headquarters
Indianapolis, IN
Approximate AUM
$22,024,300,000
10-20 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Prime Capital Financial
Headquarters
Overland Park, Kansas
Approximate AUM
$24,362,866,552
20-50 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Permits Peformance Based Fees
CAPTRUST
Headquarters
Raleigh, North Carolina
Approximate AUM
$852,173,054,617
50 Bn +
Fee model
Accepts Fees
Permits BD
Permits Insurance
Kuttin Wealth Management
Headquarters
Hauppauge, New York
Approximate AUM
$10,500,000,000
10-20 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Cerity Partners
Headquarters
New York, New York
Approximate AUM
$80,573,110,000
50 Bn +
Fee model
Accepts Fees
SteelPeak Wealth
Headquarters
Woodland Hills, California
Approximate AUM
$2,535,310,000
2-5 Bn
Fee model
Accepts Fees
Permits Insurance
WealthPlan Partners
Headquarters
Omaha, Nebraska
Approximate AUM
$1,812,736,244
2-5 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
LPL Financial
Headquarters
San Diego, CA and Fort Mill, SC
Approximate AUM
$1,700,000,000,000
50 Bn +
Fee model
Accepts Fees
Permits BD
Permits Insurance
Edelman Financial Engines
Headquarters
Boston, Massachusetts
Approximate AUM
$270,770,410,000
50 Bn +
Fee model
Accepts Fees
Allworth Financial
Headquarters
Folsom, CA
Approximate AUM
$19,313,700,000
10-20 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Tesla Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
Approximately 19.7 Bn
10-20 Bn
Fee model
No items found.
Savant Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
$26,294,840,000
10-20 Bn
Fee model
Accepts Fees
Beacon Pointe Advisors
Headquarters
Newport, California
Approximate AUM
$38,279,960,000
20-50 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Hightower Advisors
Headquarters
Chicago, Illinois
Approximate AUM
$130,239,340,000
50 Bn +
Fee model
Accepts Fees
Permits BD
Permits Insurance
Mariner Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$81,106,925,484
50 Bn +
Fee model
Accepts Fees
Permits BD
Permits Insurance
GCG Wealth Management
Headquarters
Charlotte, North Carolina
Approximate AUM
$1,800,000,000
<2 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Modera Wealth Management, LLC
Headquarters
Westwood, NJ
Approximate AUM
$12,532,440,000
10-20 Bn
Fee model
Accepts Fees
Miracle Mile Advisors
Headquarters
Los Angeles, California
Approximate AUM
$4,895,700,000
2-5 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
AlphaCore Wealth Advisory
Headquarters
La Jolla, California
Approximate AUM
$2,441,970,000
2-5 Bn
Fee model
Accepts Fees
Permits Insurance
Verdence Capital Advisors
Headquarters
Hunt Valley, Maryland
Approximate AUM
$3,306,595,930
2-5 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Parallel Advisors
Headquarters
San Francisco, California
Approximate AUM
$8,000,000,000
5-10 Bn
Fee model
Accepts Fees
F.L. Putnam Investment Management Company
Headquarters
Lynnfield, Massachusetts
Approximate AUM
$6,168,010,000
5-10 Bn
Fee model
Accepts Fees
Carson Group
Headquarters
Omaha, Nebraska
Approximate AUM
$39,500,000
20-50 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Montis Financial
Headquarters
Waltham, Massachusetts
Approximate AUM
$800,000,000
<2 Bn
Fee model
Accepts Fees
Apollon Wealth Management
Headquarters
Charleston, South Carolina
Approximate AUM
$5,519,650,000
5-10 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
Dakota Wealth Management
Headquarters
Palm Beach Gardens, Florida
Approximate AUM
$6,122,960,000
5-10 Bn
Fee model
Accepts Fees
OneDigital
Headquarters
Kansas City, Missouri
Approximate AUM
$107,102,340,000
50 Bn +
Fee model
Accepts Fees
Permits BD
Permits Insurance
Merit Financial Advisors
Headquarters
Atlanta, Georgia
Approximate AUM
10,000,000,000
5-10 Bn
Fee model
Accepts Fees
Permits BD
Permits Insurance
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