Soltis Investment Advisors Grows Midwest Team with Addition of Ohio-Based Artifex Financial Group
Jun 3, 2026
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5 mins read
Alaris in the News
Sellers are dumping RIA rollups in 2026 after 20 years of mostly a land-grab M&A movement, but it could also be shifting into higher gear, with Carlyle joining Bain, KKR and other giants
May 10, 2026
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5 mins read
Alaris in the News
My Team/ Staff
People moves: Mercer Advisors, Alaris Acquisitions bring in new M&A leaders
May 1, 2026
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5 mins read
Alaris in the News
Who's Moving Where In Wealth Management? – RBC Wealth Management – US, Alaris, Riverpoint
May 1, 2026
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5 mins read
Alaris in the News
My Team/ Staff
M&A consultancy Alaris taps new biz dev head
Apr 30, 2026
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5 mins read
Alaris in the News
My Team/ Staff
Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development
Apr 29, 2026
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5 mins read
Alaris in the News
Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development
Apr 29, 2026
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5 mins read
Alaris in the News
People Moves: Janney Adds Two FNB Advisors, Alaris Hires M&A Vet
Apr 29, 2026
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5 mins read
Alaris in the News
Alaris Acquisitions Names Tony Leonard Managing Director of Business Development
Apr 29, 2026
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5 mins read
Alaris in the News
My Team/ Staff
Alaris Acquisitions Appoints Tony Leonard As Managing Director Of Business Development
Apr 29, 2026
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5 mins read
Alaris in the News
Modern Wealth Management Announces Asset Purchase Agreement With Brown And Company
Apr 29, 2026
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5 mins read
Alaris in the News
Modern Wealth Acquires $1B Brown & Co.
Apr 29, 2026
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5 mins read
Alaris in the News
Denver’s $1 billion LPL affiliate Brown & Company exits for Modern Wealth RIA
Apr 22, 2026
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5 mins read
Alaris in the News
Modern Wealth adds $1bn LPL team
Apr 22, 2026
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5 mins read
Alaris in the News
Deal & Moves: Integrated Partners Lures $609M BXB from Ameriprise
Apr 3, 2026
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5 mins read
Alaris in the News
Understand the M&A Process
My Team/ Staff
The Fee-Only Model Isn’t Conflict-Free. It’s Just Differently Conflicted
Apr 2, 2026
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5 mins read
Alaris in the News
Deals Of The Day: The Latest In Wealth Management M&A – Savant, Exencial, Heller, EP Wealth, Others
Apr 1, 2026
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5 mins read
Alaris in the News
EP Wealth Expands On East Coast, Adding $418M AUM RIA In Maryland
Mar 31, 2026
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5 mins read
Alaris in the News
Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers
Jan 22, 2026
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5 mins read
Alaris in the News
Advisory M&A News – 1/21/2026
Jan 21, 2026
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5 mins read
Alaris in the News
Prime Capital Financial, Allworth Acquire $500M-Plus RIAs
Jan 20, 2026
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5 mins read
Alaris in the News
The Mather Group Adds $300M NJ Advisory Firm Through Partnership
Jan 19, 2026
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5 mins read
Alaris in the News
Red Bank-based Hogan-Knotts Financial Group joins The Mather Group
Jan 13, 2026
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5 mins read
Alaris in the News
Deals Of The Day: The Latest In Wealth Management M&A – TMG, Hogan Knotts
Jan 13, 2026
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5 mins read
Alaris in the News
The Mather Group announces partnership with Hogan-Knotts
Jan 12, 2026
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5 mins read
Alaris in the News
The Mather Group Partners With $300+ Million AUM Firm Hogan-Knotts
What’s the Deal with the Rise of Sub-Acquisitions?
Oct 21, 2025
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5 mins read
Alaris in the News
My Team/ Staff
Understand the M&A Process
Opinion: How to tell M&A advisors — and their conflicts — apart
Oct 15, 2025
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5 mins read
Alaris in the News
My Team/ Staff
Beacon Pointe Advisors Expands Mid-Atlantic Presence with Acquisition of The Family Firm
Oct 15, 2025
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5 mins read
Alaris in the News
My Team/ Staff
Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe
Oct 10, 2025
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5 mins read
Alaris in the News
My Team/ Staff
The Matchmakers of Wealth Management: How Alaris Is Transforming the Advisor Deal Process
Oct 9, 2025
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5 mins read
Alaris in the News
My Team/ Staff
Beacon Pointe Acquires $857M The Family Firm
Oct 7, 2025
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5 mins read
Alaris in the News
My Team/ Staff
Beacon Pointe, BIP Wealth, Raymond James, Unveil 850M+ Deals
Oct 7, 2025
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5 mins read
Alaris in the News
My Team/ Staff
Savant Acquires $1.2 Billion Minnesota-Based RIA
Sep 4, 2025
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5 mins read
Alaris in the News
My Team/ Staff
Savant Wealth Acquires $1.2B Minnesota Firm
Sep 3, 2025
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5 mins read
Alaris in the News
My Team/ Staff
Savant Wealth Acquires $1.2B Minnesota Firm
Aug 3, 2025
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5 mins read
General Topics
How buyers help us grow
Seller Concerns
Understand the M&A Process
Alaris in the News
The Real Problem Behind Succession Planning
Apr 8, 2025
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5 mins read
Alaris in the News
Understand the M&A Process
My Team/ Staff
Wealth Firms Need "Matchmaking" M&A Model To Ensure Success
Apr 7, 2025
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5 mins read
Alaris in the News
My Team/ Staff
Wealth Solutions Report Honors Top Women Industry Leaders Of 2025
Mar 25, 2025
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5 mins read
Alaris in the News
General Topics
My Team/ Staff
The Real Problem Behind Succession Planning
Mar 23, 2025
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5 mins read
Alaris in the News
My Team/ Staff
Technology
Alaris Unveils App to Match RIA Buyers and Sellers
Mar 18, 2025
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5 mins read
Alaris in the News
Merit Buys $1.6B Sanctuary Wealth and ESOP Affiliate
Mar 18, 2025
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5 mins read
Alaris in the News
Technology
Let’s Get Past The Hype To A Real World Grasp Of AI
Mar 17, 2025
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5 mins read
Alaris in the News
Technology
Advisor Tech Talk (Week of 3/17/25)
Mar 16, 2025
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5 mins read
Alaris in the News
Understand the M&A Process
Weekend Reading For Financial Planners (March 15–16)
Mar 14, 2025
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5 mins read
Alaris in the News
Technology
My Team/ Staff
Alaris Acquisitions Unveils ‘Lens,’ Technology-Driven Matchmaker for Wealth Management M&A
Mar 11, 2025
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5 mins read
Alaris in the News
Technology
My Team/ Staff
Alaris Acquisitions Launches Matchmaking App for RIA M&A
Mar 11, 2025
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5 mins read
How to vet culture
General Topics
The Secret to a Successful Firm? Invest in Company Culture
Oct 25, 2024
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5 mins read
General Topics
Alaris in the News
Modern Partners with Petso Financial
Oct 24, 2024
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5 mins read
Technology
General Topics
AI Usage Top Priority for SEC Examiners in 2025
Oct 21, 2024
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5 mins read
General Topics
Seller Concerns
How to vet culture
Understand the M&A Process
For a Better M&A Deal Think Marriage, Not Auction
Oct 14, 2024
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5 mins read
Valuations & Deal Structure
General Topics
Striking the Right Balance Between Margins and Compensation
Sep 25, 2024
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5 mins read
Valuations & Deal Structure
General Topics
Basic Valuation Math
Sep 25, 2024
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5 mins read
How buyers help us grow
Buyer Models
How a Marketing-first Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA
Sep 23, 2024
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5 mins read
Technology
AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years
Sep 18, 2024
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5 mins read
How buyers help us grow
Buyer Models
Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028
Sep 9, 2024
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5 mins read
Seller Concerns
Understand the M&A Process
Demystifying the Independence Conundrum – With Dean Barber of Modern Wealth Management
Sep 4, 2024
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5 mins read
Legal & Tax
Valuations & Deal Structure
Six Considerations for Ensuring the Right Business Exit
Aug 27, 2024
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5 mins read
How to vet culture
Seller Concerns
Valuations & Deal Structure
General Topics
Alaris in the News
Opinion: M&A Math Reveals Misleading Multiples
Aug 24, 2024
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5 mins read
How buyers help us grow
Opinion: What Is the Point of Growth for RIAs?
Aug 23, 2024
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5 mins read
How buyers help us grow
Get Your Organic Growth Process In Order Before Pursuing M&A
Aug 15, 2024
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5 mins read
How buyers help us grow
Joe Duran: These 4 Pillars Are the ‘SOUL’ of Organic Growth
Aug 15, 2024
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5 mins read
Seller Concerns
Valuations & Deal Structure
How to vet culture
General Topics
Understand the M&A Process
Financial Auction vs Cultural Conviction
Aug 13, 2024
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5 mins read
How buyers help us grow
Buyer Models
Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA
Aug 12, 2024
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5 mins read
Legal & Tax
Understand the M&A Process
Buyer Models
Know Your Worth | Ted Motheral
Aug 8, 2024
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5 mins read
How buyers help us grow
Buyer Models
General Topics
Expansion of Capabilities– With Kevin Corbett of Mariner Wealth Advisors
Jul 19, 2024
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5 mins read
General Topics
Understand the M&A Process
Seller Concerns
The Alaris Advantage: How M&A Advisors Create Value
Jul 18, 2024
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5 mins read
Understand the M&A Process
General Topics
Alaris in the News
How to vet culture
Opinion: Financial Auctions Aren't Suitable for RIA M&A
Jul 16, 2024
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5 mins read
Legal & Tax
Alaris in the News
Buyer Models
Understand the M&A Process
Know Your Worth | Jacqueline Martinez
Jul 11, 2024
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5 mins read
General Topics
How to vet culture
Seller Concerns
Understand the M&A Process
M&A Roundtable: Alaris Process, a Buyer and Seller's story
May 30, 2024
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5 mins read
How buyers help us grow
Opinion: The Dirty Little Secret About RIA Organic Growth
May 30, 2024
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5 mins read
Buyer Models
Buyer Autonomy Differences – With Arthur Ambarik & Brent Brodeski
May 28, 2024
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5 mins read
How to vet culture
Are Toxic Cultures the Silent Killers of the Asset Management Industry?
May 17, 2024
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5 mins read
My Team/ Staff
General Topics
Internal Transactions Are Still an Option for RIAs
May 10, 2024
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5 mins read
Buyer Models
Buyer Lifecycle Differences – With C.J. Rendic & Scott Holsopple
May 7, 2024
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5 mins read
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