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Alaris combines M&A expertise with the most robust buyer dataset on the planet.
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Approximate AUM of the buyer

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Alaris combines M&A expertise with the most robust buyer dataset on the planet.

IMA Financial Group

Headquarters
Denver, Colorado
Approximate AUM
911560000
<2 Bn
Fee model

Trilogy Financial

Headquarters
Irvine, California
Approximate AUM
1886949860
2-5 Bn
Fee model

The Retirement Planning Group

Headquarters
Leawood, Kansas
Approximate AUM
2628800000
2-5 Bn
Fee model

1792 Wealth Advisors

Headquarters
Morristown, NJ
Approximate AUM
1000000000
<2 Bn
Fee model

World Investment Advisors

Headquarters
Santa Barbara, California
Approximate AUM
37759760000
20-50 Bn
Fee model

Diversified, LLC

Headquarters
Wilmington, Delaware
Approximate AUM
1553770000
<2 Bn
Fee model

Avantax Planning Partners

Headquarters
Dallas, Texas
Approximate AUM
6377152299
5-10 Bn
Fee model

Pinnacle Advisors

Headquarters
Mansfield, Ohio
Approximate AUM
1728530000
<2 Bn
Fee model

Keen Wealth Advisors

Headquarters
Overland Park, Kansas
Approximate AUM
914000000
<2 Bn
Fee model

Gateway Financial Advisors

Headquarters
Albuquerque, New Mexico
Approximate AUM
4200000000
2-5 Bn
Fee model

Centura Wealth Advisory

Headquarters
San Diego, California
Approximate AUM
642975493
<2 Bn
Fee model

Baldwin Wealth Partners

Headquarters
Marion, Massachusetts
Approximate AUM
2281117000
<2 Bn
Fee model

Alphastar Capital Management

Headquarters
Cornelius, North Carolina
Approximate AUM
1450962289
<2 Bn
Fee model

Signet Financial Management

Headquarters
Parsippany, New Jersey
Approximate AUM
949397508
<2 Bn
Fee model

Modern Wealth Management

Headquarters
Lenexa, Kansas
Approximate AUM
6000000000
5-10 Bn
Fee model

Marcum Wealth

Headquarters
Cleveland, Ohio
Approximate AUM
2576380000
2-5 Bn
Fee model

Sequoia Financial Group

Headquarters
Akron, Ohio
Approximate AUM
19964189243
10-20 Bn
Fee model

Pure Financial Advisors

Headquarters
San Diego, California
Approximate AUM
4600610000
2-5 Bn
Fee model

Perigon Wealth Management

Headquarters
San Francisco, California
Approximate AUM
6940950000
5-10 Bn
Fee model

The Mather Group

Headquarters
Chicago, IL
Approximate AUM
10508540000
10-20 Bn
Fee model

HUB International

Headquarters
Chicago, IL
Approximate AUM
120000000000
50 Bn +
Fee model

Sanctuary Wealth

Headquarters
Indianapolis, IN
Approximate AUM
22024300000
10-20 Bn
Fee model

Prime Capital Financial

Headquarters
Overland Park, Kansas
Approximate AUM
24362866552
20-50 Bn
Fee model

CAPTRUST

Headquarters
Raleigh, North Carolina
Approximate AUM
852173054617
50 Bn +
Fee model

Kuttin Wealth Management

Headquarters
Hauppauge, New York
Approximate AUM
10500000000
10-20 Bn
Fee model

Cerity Partners

Headquarters
New York, New York
Approximate AUM
80573110000
50 Bn +
Fee model

SteelPeak Wealth

Headquarters
Woodland Hills, California
Approximate AUM
2535310000
2-5 Bn
Fee model

WealthPlan Partners

Headquarters
Omaha, Nebraska
Approximate AUM
1812736244
2-5 Bn
Fee model

LPL Financial

Headquarters
San Diego, CA and Fort Mill, SC
Approximate AUM
1700000000000
50 Bn +
Fee model

Edelman Financial Engines

Headquarters
Boston, Massachusetts
Approximate AUM
270770410000
50 Bn +
Fee model

Allworth Financial

Headquarters
Folsom, CA
Approximate AUM
19313700000
10-20 Bn
Fee model

Tesla Wealth Management

Headquarters
Rockford, Illinois
Approximate AUM
19700000000
10-20 Bn
Fee model

Savant Wealth Management

Headquarters
Rockford, Illinois
Approximate AUM
26294840000
10-20 Bn
Fee model

Beacon Pointe Advisors

Headquarters
Newport, California
Approximate AUM
38279960000
20-50 Bn
Fee model

Hightower Advisors

Headquarters
Chicago, Illinois
Approximate AUM
130239340000
50 Bn +
Fee model

Mariner Wealth Advisors

Headquarters
Overland Park, Kansas
Approximate AUM
81106925484
50 Bn +
Fee model

GCG Wealth Management

Headquarters
Charlotte, North Carolina
Approximate AUM
1800000000
<2 Bn
Fee model

Modera Wealth Management, LLC

Headquarters
Westwood, NJ
Approximate AUM
12532440000
10-20 Bn
Fee model

Miracle Mile Advisors

Headquarters
Los Angeles, California
Approximate AUM
4895700000
2-5 Bn
Fee model

AlphaCore Wealth Advisory

Headquarters
La Jolla, California
Approximate AUM
2441970000
2-5 Bn
Fee model

Verdence Capital Advisors

Headquarters
Hunt Valley, Maryland
Approximate AUM
3306595930
2-5 Bn
Fee model

Parallel Advisors

Headquarters
San Francisco, California
Approximate AUM
8000000000
5-10 Bn
Fee model

F.L. Putnam Investment Management Company

Headquarters
Lynnfield, Massachusetts
Approximate AUM
6168010000
5-10 Bn
Fee model

Carson Group

Headquarters
Omaha, Nebraska
Approximate AUM
39500000
20-50 Bn
Fee model

Montis Financial

Headquarters
Waltham, Massachusetts
Approximate AUM
800000000
<2 Bn
Fee model

Apollon Wealth Management

Headquarters
Charleston, South Carolina
Approximate AUM
5519650000
5-10 Bn
Fee model

Dakota Wealth Management

Headquarters
Palm Beach Gardens, Florida
Approximate AUM
6122960000
5-10 Bn
Fee model

OneDigital

Headquarters
Kansas City, Missouri
Approximate AUM
107102340000
50 Bn +
Fee model

Merit Financial Advisors

Headquarters
Atlanta, Georgia
Approximate AUM
10000000000
5-10 Bn
Fee model

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"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
Accepts Fees
Permits Peformance Based Fees
Permits Insurance
Permits BD
PKS
AXOS Clearing
Millennium Trust Company
The Northern Trust Company
National Advisors Trust Company
AXOS Clearing LLC
AXOS Clearing LLC
Farmers and Merchants Bank
Vanguard
Alight Financial Solutions
Empower Trust
TIAA
Cetera
National Financial Services
AXOS Clearning
AssetMark Trust
Morgan Stanley
Merrill Lynch
Fifth Third Bank
JP Morgan
Ameriprise
SEI
Interactive
Altruist
Raymond James
Goldman Sachs
Pershing
LPL
Schwab
Fidelity
Capital Provider (no integration)
Minority Acquisition
Majority Acquisition
Full Acquisition (with equity rollover)
Full Acquisition (all cash)
Insurance (Employee Benefits)
PEO
Exit Planning
Hedge Fund Manager/Private Placement
Qualified/Non Qualified Plans
Executive Compensation Planning
Insurance
Family Office
Banking
Mortgage
Advanced Estate Planning
Employee Benefits
Corporate trustee
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