A 3d made graphic with some spheres gravitating around

Results that speak for themselves.

Happy Sellers, Happy Buyers.

Completed transactions

Proven.

Our team's expertise, combined with the Lens algorithmic matching model, provides you with a measurably smoother, more cost efficient experience on your journey to partnership.

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

Recent Transactions

Acquired by Concurrent
Atlanta, GA
Midwest Financial, Acquired by Modern Wealth Management
Glidden, IA
Acquired by Dakota Wealth Management
Sartell, MN
Acquired by Modern Wealth Management
Reston, Virginia
Acquired by Perigon Wealth Management
Syracuse, NY
Retirement Investment Specialists Acquired by Gateway Financial Advisors
Santa Rosa, CA
Wealth Management Solutions, LLC Acquired by Modern Wealth Management
Philadelphia, PA
Acquired by Wealthplan
Soiux Falls, IA
Acquired by FL Putnam
Reston, VA
Finney Wealth Management, Acquired by Beacon Pointe
Fairfield, NJ
Acquired by Perigon
Syracuse, NY
Acquired by Merit Financial Advisors
Pocatello, ID