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.

who we are

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.

meet the team

90+

closed acquisitions

220m+

acquired rev

65+‍

Buyers on the Alaris roster

Break Ups

the alaris advantage

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.

the alaris advantage

An experienced M&A firm dedicated to Wealth Management

the alaris advantage

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.

the alaris advantage

A new Pathway to Partnership

the alaris advantage

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

the alaris Difference

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

learn more

our roster

The top buyers

who we serve

"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."

Apollon Wealth Management

Mike Dohlberg, CEO Apollon Wealth Management

"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."

Beacon Pointe

Matt Cooper, President Beacon Pointe

"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."

Prime Capital Investment Advisors

Glen Spencer, CEO Prime Capital Investment Advisors

"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."

Southern Trust Financial Planning

Marc Wolff Owner, Acquired by Beacon Pointe

"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."

Horseman Group

John Horseman Owner, Acquired by Allworth

"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."

Barber Financial Group

Dean Barber Owner, Acquired by Modern Wealth Management.

"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."

Rosenthal Retirement Planning

William Rosenthal Owner, Acquired by Beacon Pointe

"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."

Vintage West Capital Management

William Blanton Owner, Acquired by Miracle Mile.