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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.

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meet the team
meet the team
100+
completed transactions
$2B+
Seller Proceeds
80+‍
Buyers on the Alaris roster
99%
Post-Close Retention
closed transactions

Recent Transactions

Acquired by The Mather Group
Red Bank, NJ
Acquired by Simplicity Group
San Diego, CA
Acquired by Carson Wealth
Columbia, MD
Wealth Advisors, Inc. Acquired by Perigon Wealth Management
Rancho Santa Fe, CA
Acquired by Apollon
Barrington, IL
Acquired by Apollon
Atlanta, GA
Finney Financial Group Acquired by Beacon Pointe
Essex Fells, NJ
Acquired by Modern Wealth Management
Leawood, KS
Acquired by Modern Wealth Management
Saginaw, MI
Acquired by Allworth
Indianapolis, IN
Acquired by Modern Wealth Management
Boise, ID
Acquired by Beacon Pointe
San Fransisco, CA