1 11
1 11
New Owner: Oak Hill Capital Group
AUM Amount: $16.5 billion
Location: Denver
Date of transaction: September 2019
Acquirer type: Private equity
New Owner: TA Associates
AUM Amount: $11.8 billion
Location: Minneapolis
Date of transaction: July 2019
Acquirer type: Private equity
(L-R): Principal Neal Smith, Associate Sarah Saites and Principal Debbie Lovett, who joined Cerity Partners from Blue Prairie.
New Owner: Cerity Partners
AUM Amount: $11 billion
Location: Chicago
Date of transaction: April 2019
Acquirer type: Large RIA acquirer
New Owner: Focus Financial Partners/Williams, Jones & Associates
AUM Amount: $6.99 billion
Location: New York
Date of transaction: May 2019
Acquirer type: Strategic aggregator
New Owner: NFP/Sontag Advisory
AUM Amount: $6.15 billion
Location: Rockville, Md.
Date of transaction: March 2019
Acquirer type: Large RIA acquirer
New Owner: CAPTRUST Financial Advisors
AUM Amount: $3.7 billion
Location: San Antonio, Texas
Date of transaction: August 2019
Acquirer type: Branded acquirer
New Owner: HighTower Advisors/LourdMurray
AUM Amount: $3.6 billion
Location: Beverly Hills, Calif.
Date of transaction: April 2019
Acquirer type: Branded acquirer
New Owner: Allworth Financial
AUM Amount: $2.8 billion
Location: Addison, Texas
Date of transaction: October 2019
Acquirer type: Branded acquirer
New Owner: HighTower Advisors/Green Square Wealth Management
AUM Amount: $2.6 billion
Location: Memphis
Date of transaction: February 2019
Acquirer type: Branded acquirer
New Owner: AmeriLife Group
AUM Amount: $2.35 billion
Location: Wheaton, Ill.
Date of transaction: July 2019
Acquirer type: Other
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