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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
Business Profile
Saved Buyers
Reading List
Account Details
Business Profile
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
OneDigital
Headquarters
Atlanta, Georgia
Approximate AUM
$107,102,340,000
50 Bn +
Approximate AUM
$107,102,340,000
50 Bn +
Trilogy Financial
Headquarters
Irvine, California
Approximate AUM
$2B
2-5 Bn
Approximate AUM
$2B
2-5 Bn
The Retirement Planning Group
Headquarters
Leawood, Kansas
Approximate AUM
$2,311,500,000
2-5 Bn
Approximate AUM
$2,311,500,000
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
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
Apollon Wealth Management
Headquarters
Mount Pleasant, South Carolina
Approximate AUM
$5,519,650,000
5-10 Bn
Approximate AUM
$5,519,650,000
5-10 Bn
Montis Financial
Headquarters
Waltham, Massachusetts
Approximate AUM
$638,765,621
<2 Bn
Approximate AUM
$638,765,621
<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
Carson Group
Headquarters
Omaha, Nebraska
Approximate AUM
$26,774,389,503
20-50 Bn
Approximate AUM
$26,774,389,503
20-50 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
Alphastar Capital Management
Headquarters
Cornelius, North Carolina
Approximate AUM
$1,450,962,289
<2 Bn
Approximate AUM
$1,450,962,289
<2 Bn
Parallel Advisors
Headquarters
San Francisco, California
Approximate AUM
$7,076,381,972
5-10 Bn
Approximate AUM
$7,076,381,972
5-10 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
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
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
$2,073,107,856
2-5 Bn
Approximate AUM
$2,073,107,856
2-5 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
Approximate AUM
$19,964,189,243
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
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
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
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 +
GCG Wealth Management
Headquarters
Charlotte, North Carolina
Approximate AUM
$2,300,000,000 AUA of that $1,000,000,000 in AUM
<2 Bn
Approximate AUM
$2,300,000,000 AUA of that $1,000,000,000 in AUM
<2 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
Mariner Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$81,106,925,484
50 Bn +
Approximate AUM
$81,106,925,484
50 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 +
Hightower Advisors
Headquarters
Chicago, Illinois
Approximate AUM
$130,239,340,000
50 Bn +
Approximate AUM
$130,239,340,000
50 Bn +
Edelman Financial Engines
Headquarters
Boston, Massachusetts
Approximate AUM
$270,770,410,000
50 Bn +
Approximate AUM
$270,770,410,000
50 Bn +
Beacon Pointe Advisors
Headquarters
Newport, California
Approximate AUM
$31,279,960,000
20-50 Bn
Approximate AUM
$31,279,960,000
20-50 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
OneDigital
Headquarters
Atlanta, Georgia
Approximate AUM
$107,102,340,000
50 Bn +
Fee model
Broker Dealer
Insurance
Trilogy Financial
Headquarters
Irvine, California
Approximate AUM
$2B
2-5 Bn
Fee model
Broker Dealer
Insurance
The Retirement Planning Group
Headquarters
Leawood, Kansas
Approximate AUM
$2,311,500,000
2-5 Bn
Fee model
100% Fee Only
1792 Wealth Advisors
Headquarters
Morristown, NJ
Approximate AUM
$1,000,000,000
<2 Bn
Fee model
Broker Dealer
Insurance
World Investment Advisors
Headquarters
Santa Barbara, California
Approximate AUM
$37,759,760,000
20-50 Bn
Fee model
Broker Dealer
Insurance
Diversified, LLC
Headquarters
Wilmington, Delaware
Approximate AUM
$1,553,770,000
<2 Bn
Fee model
Broker Dealer
Avantax Planning Partners
Headquarters
Dallas, Texas
Approximate AUM
$6,377,152,299
5-10 Bn
Fee model
Broker Dealer
Insurance
Pinnacle Advisors
Headquarters
Mansfield, Ohio
Approximate AUM
$1,728,530,000
<2 Bn
Fee model
100% Fee Only
Dakota Wealth Management
Headquarters
Palm Beach Gardens, Florida
Approximate AUM
$6,122,960,000
5-10 Bn
Fee model
100% Fee Only
Apollon Wealth Management
Headquarters
Mount Pleasant, South Carolina
Approximate AUM
$5,519,650,000
5-10 Bn
Fee model
Broker Dealer
Insurance
Montis Financial
Headquarters
Waltham, Massachusetts
Approximate AUM
$638,765,621
<2 Bn
Fee model
100% Fee Only
Keen Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$914,000,000
<2 Bn
Fee model
Broker Dealer
Insurance
Gateway Financial Advisors
Headquarters
Albuquerque, New Mexico
Approximate AUM
$4,200,000,000
2-5 Bn
Fee model
Broker Dealer
Insurance
Centura Wealth Advisory
Headquarters
San Diego, California
Approximate AUM
$642,975,493
<2 Bn
Fee model
100% Fee Only
Baldwin Wealth Partners
Headquarters
Marion, Massachusetts
Approximate AUM
$2,281,117,000
<2 Bn
Fee model
100% Fee Only
Carson Group
Headquarters
Omaha, Nebraska
Approximate AUM
$26,774,389,503
20-50 Bn
Fee model
Permits BD
Insurance
F.L. Putnam Investment Management Company
Headquarters
Lynnfield, Massachusetts
Approximate AUM
$6,168,010,000
5-10 Bn
Fee model
100% Fee Only
Alphastar Capital Management
Headquarters
Cornelius, North Carolina
Approximate AUM
$1,450,962,289
<2 Bn
Fee model
Broker Dealer
Insurance
Parallel Advisors
Headquarters
San Francisco, California
Approximate AUM
$7,076,381,972
5-10 Bn
Fee model
100% Fee Only
Verdence Capital Advisors
Headquarters
Hunt Valley, Maryland
Approximate AUM
$3,306,595,930
2-5 Bn
Fee model
Broker Dealer
Insurance
AlphaCore Wealth Advisory
Headquarters
La Jolla, California
Approximate AUM
$2,441,970,000
2-5 Bn
Fee model
Insurance
100% Fee Only
Signet Financial Management
Headquarters
Parsippany, New Jersey
Approximate AUM
$949,397,508
<2 Bn
Fee model
Broker Dealer
Insurance
Modern Wealth Management
Headquarters
Lenexa, Kansas
Approximate AUM
$2,073,107,856
2-5 Bn
Fee model
Broker Dealer
Insurance
Marcum Wealth
Headquarters
Cleveland, Ohio
Approximate AUM
$2,576,380,000
2-5 Bn
Fee model
100% Fee Only
Sequoia Financial Group
Headquarters
Akron, Ohio
Approximate AUM
$19,964,189,243
Fee model
No items found.
Pure Financial Advisors
Headquarters
San Diego, California
Approximate AUM
$4,600,610,000
2-5 Bn
Fee model
100% Fee Only
Perigon Wealth Management
Headquarters
San Francisco, California
Approximate AUM
$6,940,950,000
5-10 Bn
Fee model
Broker Dealer
Insurance
Miracle Mile Advisors
Headquarters
Los Angeles, California
Approximate AUM
$4,895,700,000
2-5 Bn
Fee model
Broker Dealer
Insurance
Modera Wealth Management, LLC
Headquarters
Westwood, NJ
Approximate AUM
$12,532,440,000
10-20 Bn
Fee model
100% Fee Only
The Mather Group
Headquarters
Chicago, IL
Approximate AUM
$10,508,540,000
10-20 Bn
Fee model
100% Fee Only
HUB International
Headquarters
Chicago, IL
Approximate AUM
$120,000,000,000
50 Bn +
Fee model
Broker Dealer
Insurance
Sanctuary Wealth
Headquarters
Indianapolis, IN
Approximate AUM
$22,024,300,000
10-20 Bn
Fee model
Broker Dealer
Insurance
Prime Capital Financial
Headquarters
Overland Park, Kansas
Approximate AUM
$24,362,866,552
20-50 Bn
Fee model
Broker Dealer
Insurance
CAPTRUST
Headquarters
Raleigh, North Carolina
Approximate AUM
$852,173,054,617
50 Bn +
Fee model
Fee Only
Permits Legacy Brokerage Business
GCG Wealth Management
Headquarters
Charlotte, North Carolina
Approximate AUM
$2,300,000,000 AUA of that $1,000,000,000 in AUM
<2 Bn
Fee model
Broker Dealer
Insurance
Kuttin Wealth Management
Headquarters
Hauppauge, New York
Approximate AUM
$10,500,000,000
10-20 Bn
Fee model
Broker Dealer
Insurance
Cerity Partners
Headquarters
New York, New York
Approximate AUM
$80,573,110,000
50 Bn +
Fee model
100% Fee Only
SteelPeak Wealth
Headquarters
Woodland Hills, California
Approximate AUM
$2,535,310,000
2-5 Bn
Fee model
Fee Only
Insurance
Mariner Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$81,106,925,484
50 Bn +
Fee model
Broker Dealer
Insurance
WealthPlan Partners
Headquarters
Omaha, Nebraska
Approximate AUM
$1,812,736,244
2-5 Bn
Fee model
Broker Dealer
Insurance
LPL Financial
Headquarters
San Diego, CA and Fort Mill, SC
Approximate AUM
$1,700,000,000,000
50 Bn +
Fee model
Broker Dealer
Insurance
Hightower Advisors
Headquarters
Chicago, Illinois
Approximate AUM
$130,239,340,000
50 Bn +
Fee model
Hybrid
Insurance
Edelman Financial Engines
Headquarters
Boston, Massachusetts
Approximate AUM
$270,770,410,000
50 Bn +
Fee model
100% Fee Only
Beacon Pointe Advisors
Headquarters
Newport, California
Approximate AUM
$31,279,960,000
20-50 Bn
Fee model
Broker Dealer
Insurance
Allworth Financial
Headquarters
Folsom, CA
Approximate AUM
$19,313,700,000
10-20 Bn
Fee model
Broker Dealer
Insurance
Tesla Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
Approximately 19.7 Bn
10-20 Bn
Fee model
Broker Dealer
Insurance
Savant Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
$26,294,840,000
10-20 Bn
Fee model
Fee Only
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