Match and sell with confidence.
Identifying a buyer who is a cultural fit while meeting your financial requirements is no small feat. Alaris is your Lens into the landscape of M&A in wealth management.

We are deal advocates
One sided deals don't work. As an impartial advocate for the deal, not a single sided advisor, we bring an independent voice to the table assisting both buyer and seller get deals done.















An experienced M&A firm dedicated to Wealth Management
The leadership at Alaris Acquisitions consists of professionals who have devoted their careers to the wealth management industry. From owning an RIA that successfully completed multiple acquisitions to managing one of today's top M&A advisory firms, you can trust our extensive experience to guide you through this intellectually and emotionally charged journey.







A new Pathway to Partnership
Our primary method for matching sellers and buyers is called "Deal Advocacy". In this approach; we act as neutral advisors between the buyer and seller to successfully complete the partnership. These "transactions" are more similar to a marriage, not a real estate deal. Thus, Deal Advocacy strongly emphasizes culture as the driver of partner selection decisions.







Groundbreaking technology
We developed the industry's first catalog of buyer models. Curated and detailed information about the buyers:
- Culture and Vision
- Mandatory points of alignment
- Expansion of services & capabilities
- Valuation and economic model
- The ideal partner for them
- Client experience and investment platform
- Operations and tech stack
















