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Are you deal ready? Discover the value of your business.
VALUATION CALCULATOR
VALUATION CALCULATOR
Are you deal ready? Discover the value of your business.
VALUATION CALCULATOR
VALUATION CALCULATOR
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Account Details
Business Profile
Saved Buyers
Reading List
Account Details
Business Profile
Saved Buyers
Reading List
Discover your ideal partner
Alaris combines M&A expertise with the most robust buyer dataset on the planet.
Expanded services offered
Acquisitions Model
Approximate AUM of the buyer
Schedule a 30 min intro
Schedule a 30 min intro
Saved Buyers
Faith Test 8/20
Headquarters
Approximate AUM
Approximate AUM
Adrian Buyer
Headquarters
Approximate AUM
Approximate AUM
Last Test
Headquarters
Approximate AUM
Approximate AUM
New Alaris
Headquarters
Approximate AUM
Approximate AUM
New Buyer
Headquarters
Approximate AUM
Approximate AUM
Trevor Test
Headquarters
Approximate AUM
Approximate AUM
Trevor Test Buyer
Headquarters
Approximate AUM
Approximate AUM
Alaba Test
Headquarters
Approximate AUM
Approximate AUM
Adrian Test Buyer
Headquarters
London, UK
Approximate AUM
$1,000,000,000
<2 Bn
Approximate AUM
$1,000,000,000
<2 Bn
Test buyer
Headquarters
New York, US
Approximate AUM
$71,313,906,000
50 Bn +
Approximate AUM
$71,313,906,000
50 Bn +
Wealth Enhancement Advisory Services
Headquarters
Approximate AUM
Approximate AUM
Savvy
Headquarters
New York, New York
Approximate AUM
$1,740,000,000
<2 Bn
Approximate AUM
$1,740,000,000
<2 Bn
SageView Advisory
Headquarters
Approximate AUM
Approximate AUM
Pure Financial Advisors, LLC
Headquarters
Approximate AUM
Approximate AUM
Mission Wealth Management, LP
Headquarters
Santa Barbara, CA
Approximate AUM
$11,600,000,000
10-20 Bn
Approximate AUM
$11,600,000,000
10-20 Bn
Capital Investment Advisors LLC
Headquarters
Atlanta, Georgia
Approximate AUM
$6,298,400,000
5-10 Bn
Approximate AUM
$6,298,400,000
5-10 Bn
EP Wealth Advisors
Headquarters
Torrance, CA
Approximate AUM
$35,570,000,000
20-50 Bn
Approximate AUM
$35,570,000,000
20-50 Bn
Faith Test Buyer
Headquarters
Approximate AUM
Approximate AUM
Alana Test Buyer
Headquarters
Approximate AUM
Approximate AUM
Farther
Headquarters
San Francisco, CA
Approximate AUM
$5,881,146,607
5-10 Bn
Approximate AUM
$5,881,146,607
5-10 Bn
Mercer Advisors
Headquarters
Denver, CO
Approximate AUM
$70,000,000,000
50 Bn +
Approximate AUM
$70,000,000,000
50 Bn +
Signature Estate & Investment Advisors, LLC "SEIA"
Headquarters
Century City, CA
Approximate AUM
$14,211,500,000
10-20 Bn
Approximate AUM
$14,211,500,000
10-20 Bn
Prosperity
Headquarters
Owings Mills, MD
Approximate AUM
$2,913,821,221
2-5 Bn
Approximate AUM
$2,913,821,221
2-5 Bn
IMA Financial Group
Headquarters
Denver, Colorado
Approximate AUM
$2,600,000,000
2-5 Bn
Approximate AUM
$2,600,000,000
2-5 Bn
Merit Financial Advisors
Headquarters
Atlanta, Georgia
Approximate AUM
$14,000,000,000
10-20 Bn
Approximate AUM
$14,000,000,000
10-20 Bn
OneDigital
Headquarters
Kansas City, Missouri
Approximate AUM
$142,000,000,000
50 Bn +
Approximate AUM
$142,000,000,000
50 Bn +
Trilogy Financial
Headquarters
Irvine, California
Approximate AUM
$1,886,949,860
<2 Bn
Approximate AUM
$1,886,949,860
<2 Bn
The Retirement Planning Group
Headquarters
Leawood, Kansas
Approximate AUM
$2,628,800,000
2-5 Bn
Approximate AUM
$2,628,800,000
2-5 Bn
1792 Wealth Advisors
Headquarters
Morristown, NJ
Approximate AUM
$1,000,000,000
<2 Bn
Approximate AUM
$1,000,000,000
<2 Bn
World Investment Advisors
Headquarters
Santa Barbara, California
Approximate AUM
$37,759,760,000
20-50 Bn
Approximate AUM
$37,759,760,000
20-50 Bn
Diversified, LLC
Headquarters
Wilmington, Delaware
Approximate AUM
$1,553,770,000
<2 Bn
Approximate AUM
$1,553,770,000
<2 Bn
Avantax Planning Partners
Headquarters
Dallas, Texas
Approximate AUM
$6,377,152,299
5-10 Bn
Approximate AUM
$6,377,152,299
5-10 Bn
Pinnacle Advisors
Headquarters
Mansfield, Ohio
Approximate AUM
$1,728,530,000
<2 Bn
Approximate AUM
$1,728,530,000
<2 Bn
Dakota Wealth Management
Headquarters
Palm Beach Gardens, Florida
Approximate AUM
$6,122,960,000
5-10 Bn
Approximate AUM
$6,122,960,000
5-10 Bn
Apollon Wealth Management
Headquarters
Charleston, South Carolina
Approximate AUM
$5,519,650,000
5-10 Bn
Approximate AUM
$5,519,650,000
5-10 Bn
Montis Financial
Headquarters
Waltham, Massachusetts
Approximate AUM
$1,012,415,189
<2 Bn
Approximate AUM
$1,012,415,189
<2 Bn
Keen Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$914,000,000
<2 Bn
Approximate AUM
$914,000,000
<2 Bn
Gateway Financial Advisors
Headquarters
Albuquerque, New Mexico
Approximate AUM
$4,200,000,000
2-5 Bn
Approximate AUM
$4,200,000,000
2-5 Bn
Carson Group
Headquarters
Omaha, Nebraska
Approximate AUM
$41,600,000,000
20-50 Bn
Approximate AUM
$41,600,000,000
20-50 Bn
F.L. Putnam Investment Management Company
Headquarters
Lynnfield, Massachusetts
Approximate AUM
$6,168,010,000
5-10 Bn
Approximate AUM
$6,168,010,000
5-10 Bn
Alphastar Capital Management
Headquarters
Cornelius, North Carolina
Approximate AUM
$1,450,962,289
<2 Bn
Approximate AUM
$1,450,962,289
<2 Bn
Parallel Advisors
Headquarters
San Francisco, California
Approximate AUM
$8,289,742,208
5-10 Bn
Approximate AUM
$8,289,742,208
5-10 Bn
Verdence Capital Advisors
Headquarters
Hunt Valley, Maryland
Approximate AUM
$3,306,595,930
2-5 Bn
Approximate AUM
$3,306,595,930
2-5 Bn
AlphaCore Wealth Advisory
Headquarters
La Jolla, California
Approximate AUM
$3,003,212,570
2-5 Bn
Approximate AUM
$3,003,212,570
2-5 Bn
Signet Financial Management
Headquarters
Parsippany, New Jersey
Approximate AUM
$949,397,508
<2 Bn
Approximate AUM
$949,397,508
<2 Bn
Modern Wealth Management
Headquarters
Lenexa, Kansas
Approximate AUM
$6,000,000,000
5-10 Bn
Approximate AUM
$6,000,000,000
5-10 Bn
Marcum Wealth
Headquarters
Cleveland, Ohio
Approximate AUM
$2,576,380,000
2-5 Bn
Approximate AUM
$2,576,380,000
2-5 Bn
Sequoia Financial Group
Headquarters
Akron, Ohio
Approximate AUM
$19,964,189,243
10-20 Bn
Approximate AUM
$19,964,189,243
10-20 Bn
Pure Financial Advisors
Headquarters
San Diego, California
Approximate AUM
$4,600,610,000
2-5 Bn
Approximate AUM
$4,600,610,000
2-5 Bn
Perigon Wealth Management
Headquarters
San Francisco, California
Approximate AUM
$6,940,950,000
5-10 Bn
Approximate AUM
$6,940,950,000
5-10 Bn
Composition Wealth
Headquarters
Los Angeles, California
Approximate AUM
$4,895,700,000
2-5 Bn
Approximate AUM
$4,895,700,000
2-5 Bn
Modera Wealth Management, LLC
Headquarters
Westwood, NJ
Approximate AUM
$12,532,440,000
10-20 Bn
Approximate AUM
$12,532,440,000
10-20 Bn
The Mather Group
Headquarters
Chicago, IL
Approximate AUM
$10,508,540,000
10-20 Bn
Approximate AUM
$10,508,540,000
10-20 Bn
HUB International
Headquarters
Chicago, IL
Approximate AUM
$120,000,000,000
50 Bn +
Approximate AUM
$120,000,000,000
50 Bn +
Sanctuary Wealth
Headquarters
Indianapolis, IN
Approximate AUM
$16,220,200,000
10-20 Bn
Approximate AUM
$16,220,200,000
10-20 Bn
Prime Capital Financial
Headquarters
Overland Park, Kansas
Approximate AUM
$24,362,866,552
20-50 Bn
Approximate AUM
$24,362,866,552
20-50 Bn
CAPTRUST
Headquarters
Raleigh, North Carolina
Approximate AUM
$852,173,000,000
50 Bn +
Approximate AUM
$852,173,000,000
50 Bn +
GCG Wealth Management
Headquarters
Charlotte, North Carolina
Approximate AUM
$1,800,000,000
<2 Bn
Approximate AUM
$1,800,000,000
<2 Bn
Kuttin Wealth Management
Headquarters
Hauppauge, New York
Approximate AUM
$10,500,000,000
10-20 Bn
Approximate AUM
$10,500,000,000
10-20 Bn
Cerity Partners
Headquarters
New York, New York
Approximate AUM
$80,573,110,000
50 Bn +
Approximate AUM
$80,573,110,000
50 Bn +
SteelPeak Wealth
Headquarters
Woodland Hills, California
Approximate AUM
$2,800,000,000
2-5 Bn
Approximate AUM
$2,800,000,000
2-5 Bn
Mariner Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$81,106,925,484
50 Bn +
Approximate AUM
$81,106,925,484
50 Bn +
WealthPlan Partners
Headquarters
Omaha, Nebraska
Approximate AUM
$1,812,736,244
<2 Bn
Approximate AUM
$1,812,736,244
<2 Bn
LPL Financial
Headquarters
San Diego, CA and Fort Mill, SC
Approximate AUM
$1,700,000,000,000
50 Bn +
Approximate AUM
$1,700,000,000,000
50 Bn +
Hightower Advisors
Headquarters
Chicago, Illinois
Approximate AUM
$130,239,000,000
50 Bn +
Approximate AUM
$130,239,000,000
50 Bn +
Edelman Financial Engines
Headquarters
Boston, Massachusetts
Approximate AUM
$68,300,000,000
50 Bn +
Approximate AUM
$68,300,000,000
50 Bn +
Beacon Pointe Advisors
Headquarters
Newport, California
Approximate AUM
$31,279,000,000
20-50 Bn
Approximate AUM
$31,279,000,000
20-50 Bn
Allworth Financial
Headquarters
Folsom, CA
Approximate AUM
$19,313,700,000
10-20 Bn
Approximate AUM
$19,313,700,000
10-20 Bn
Tesla Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
$19,700,000,000
10-20 Bn
Approximate AUM
$19,700,000,000
10-20 Bn
Savant Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
$30,640,311,299
20-50 Bn
Approximate AUM
$30,640,311,299
20-50 Bn
Faith Test 8/20
Headquarters
Approximate AUM
Fee model
No items found.
Adrian Buyer
Headquarters
Approximate AUM
Fee model
No items found.
Last Test
Headquarters
Approximate AUM
Fee model
No items found.
New Alaris
Headquarters
Approximate AUM
Fee model
No items found.
New Buyer
Headquarters
Approximate AUM
Fee model
No items found.
Trevor Test
Headquarters
Approximate AUM
Fee model
No items found.
Trevor Test Buyer
Headquarters
Approximate AUM
Fee model
No items found.
Alaba Test
Headquarters
Approximate AUM
Fee model
No items found.
Adrian Test Buyer
Headquarters
London, UK
Approximate AUM
$1,000,000,000
<2 Bn
Fee model
Fee Only Flexible
Test buyer
Headquarters
New York, US
Approximate AUM
$71,313,906,000
50 Bn +
Fee model
Fee Only Strict
Wealth Enhancement Advisory Services
Headquarters
Approximate AUM
Fee model
No items found.
Savvy
Headquarters
New York, New York
Approximate AUM
$1,740,000,000
<2 Bn
Fee model
Fee Only Strict
SageView Advisory
Headquarters
Approximate AUM
Fee model
No items found.
Pure Financial Advisors, LLC
Headquarters
Approximate AUM
Fee model
No items found.
Mission Wealth Management, LP
Headquarters
Santa Barbara, CA
Approximate AUM
$11,600,000,000
10-20 Bn
Fee model
Fee Only Strict
Capital Investment Advisors LLC
Headquarters
Atlanta, Georgia
Approximate AUM
$6,298,400,000
5-10 Bn
Fee model
Hybrid Flexible
EP Wealth Advisors
Headquarters
Torrance, CA
Approximate AUM
$35,570,000,000
20-50 Bn
Fee model
No items found.
Faith Test Buyer
Headquarters
Approximate AUM
Fee model
No items found.
Alana Test Buyer
Headquarters
Approximate AUM
Fee model
No items found.
Farther
Headquarters
San Francisco, CA
Approximate AUM
$5,881,146,607
5-10 Bn
Fee model
Hybrid Flexible
Mercer Advisors
Headquarters
Denver, CO
Approximate AUM
$70,000,000,000
50 Bn +
Fee model
Hybrid Legacy
Signature Estate & Investment Advisors, LLC "SEIA"
Headquarters
Century City, CA
Approximate AUM
$14,211,500,000
10-20 Bn
Fee model
Hybrid Flexible
Prosperity
Headquarters
Owings Mills, MD
Approximate AUM
$2,913,821,221
2-5 Bn
Fee model
Hybrid Legacy
IMA Financial Group
Headquarters
Denver, Colorado
Approximate AUM
$2,600,000,000
2-5 Bn
Fee model
Fee Only Flexible
Merit Financial Advisors
Headquarters
Atlanta, Georgia
Approximate AUM
$14,000,000,000
10-20 Bn
Fee model
Hybrid Flexible
OneDigital
Headquarters
Kansas City, Missouri
Approximate AUM
$142,000,000,000
50 Bn +
Fee model
Hybrid Flexible
Trilogy Financial
Headquarters
Irvine, California
Approximate AUM
$1,886,949,860
<2 Bn
Fee model
Hybrid Flexible
The Retirement Planning Group
Headquarters
Leawood, Kansas
Approximate AUM
$2,628,800,000
2-5 Bn
Fee model
Hybrid Flexible
1792 Wealth Advisors
Headquarters
Morristown, NJ
Approximate AUM
$1,000,000,000
<2 Bn
Fee model
No items found.
World Investment Advisors
Headquarters
Santa Barbara, California
Approximate AUM
$37,759,760,000
20-50 Bn
Fee model
No items found.
Diversified, LLC
Headquarters
Wilmington, Delaware
Approximate AUM
$1,553,770,000
<2 Bn
Fee model
Hybrid Legacy
Avantax Planning Partners
Headquarters
Dallas, Texas
Approximate AUM
$6,377,152,299
5-10 Bn
Fee model
No items found.
Pinnacle Advisors
Headquarters
Mansfield, Ohio
Approximate AUM
$1,728,530,000
<2 Bn
Fee model
Fee Only Strict
Dakota Wealth Management
Headquarters
Palm Beach Gardens, Florida
Approximate AUM
$6,122,960,000
5-10 Bn
Fee model
Fee Only Strict
Apollon Wealth Management
Headquarters
Charleston, South Carolina
Approximate AUM
$5,519,650,000
5-10 Bn
Fee model
Hybrid Flexible
Montis Financial
Headquarters
Waltham, Massachusetts
Approximate AUM
$1,012,415,189
<2 Bn
Fee model
Fee Only Strict
Keen Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$914,000,000
<2 Bn
Fee model
No items found.
Gateway Financial Advisors
Headquarters
Albuquerque, New Mexico
Approximate AUM
$4,200,000,000
2-5 Bn
Fee model
Hybrid Flexible
Carson Group
Headquarters
Omaha, Nebraska
Approximate AUM
$41,600,000,000
20-50 Bn
Fee model
Hybrid Flexible
F.L. Putnam Investment Management Company
Headquarters
Lynnfield, Massachusetts
Approximate AUM
$6,168,010,000
5-10 Bn
Fee model
Fee Only Strict
Alphastar Capital Management
Headquarters
Cornelius, North Carolina
Approximate AUM
$1,450,962,289
<2 Bn
Fee model
No items found.
Parallel Advisors
Headquarters
San Francisco, California
Approximate AUM
$8,289,742,208
5-10 Bn
Fee model
Fee Only Strict
Verdence Capital Advisors
Headquarters
Hunt Valley, Maryland
Approximate AUM
$3,306,595,930
2-5 Bn
Fee model
Fee Only Flexible
AlphaCore Wealth Advisory
Headquarters
La Jolla, California
Approximate AUM
$3,003,212,570
2-5 Bn
Fee model
Fee Only Strict
Signet Financial Management
Headquarters
Parsippany, New Jersey
Approximate AUM
$949,397,508
<2 Bn
Fee model
No items found.
Modern Wealth Management
Headquarters
Lenexa, Kansas
Approximate AUM
$6,000,000,000
5-10 Bn
Fee model
Fee Only Flexible
Marcum Wealth
Headquarters
Cleveland, Ohio
Approximate AUM
$2,576,380,000
2-5 Bn
Fee model
No items found.
Sequoia Financial Group
Headquarters
Akron, Ohio
Approximate AUM
$19,964,189,243
10-20 Bn
Fee model
Fee Only Flexible
Pure Financial Advisors
Headquarters
San Diego, California
Approximate AUM
$4,600,610,000
2-5 Bn
Fee model
Fee Only Strict
Perigon Wealth Management
Headquarters
San Francisco, California
Approximate AUM
$6,940,950,000
5-10 Bn
Fee model
Hybrid Legacy
Composition Wealth
Headquarters
Los Angeles, California
Approximate AUM
$4,895,700,000
2-5 Bn
Fee model
Hybrid Legacy
Modera Wealth Management, LLC
Headquarters
Westwood, NJ
Approximate AUM
$12,532,440,000
10-20 Bn
Fee model
Fee Only Strict
The Mather Group
Headquarters
Chicago, IL
Approximate AUM
$10,508,540,000
10-20 Bn
Fee model
Fee Only Strict
HUB International
Headquarters
Chicago, IL
Approximate AUM
$120,000,000,000
50 Bn +
Fee model
Hybrid Flexible
Sanctuary Wealth
Headquarters
Indianapolis, IN
Approximate AUM
$16,220,200,000
10-20 Bn
Fee model
Hybrid Flexible
Prime Capital Financial
Headquarters
Overland Park, Kansas
Approximate AUM
$24,362,866,552
20-50 Bn
Fee model
Hybrid Legacy
CAPTRUST
Headquarters
Raleigh, North Carolina
Approximate AUM
$852,173,000,000
50 Bn +
Fee model
Hybrid Legacy
GCG Wealth Management
Headquarters
Charlotte, North Carolina
Approximate AUM
$1,800,000,000
<2 Bn
Fee model
Hybrid Flexible
Kuttin Wealth Management
Headquarters
Hauppauge, New York
Approximate AUM
$10,500,000,000
10-20 Bn
Fee model
Hybrid Flexible
Cerity Partners
Headquarters
New York, New York
Approximate AUM
$80,573,110,000
50 Bn +
Fee model
Hybrid Legacy
SteelPeak Wealth
Headquarters
Woodland Hills, California
Approximate AUM
$2,800,000,000
2-5 Bn
Fee model
Fee Only Strict
Mariner Wealth Advisors
Headquarters
Overland Park, Kansas
Approximate AUM
$81,106,925,484
50 Bn +
Fee model
Hybrid Flexible
WealthPlan Partners
Headquarters
Omaha, Nebraska
Approximate AUM
$1,812,736,244
<2 Bn
Fee model
No items found.
LPL Financial
Headquarters
San Diego, CA and Fort Mill, SC
Approximate AUM
$1,700,000,000,000
50 Bn +
Fee model
Hybrid Flexible
Hightower Advisors
Headquarters
Chicago, Illinois
Approximate AUM
$130,239,000,000
50 Bn +
Fee model
Hybrid Flexible
Edelman Financial Engines
Headquarters
Boston, Massachusetts
Approximate AUM
$68,300,000,000
50 Bn +
Fee model
Fee Only Strict
Beacon Pointe Advisors
Headquarters
Newport, California
Approximate AUM
$31,279,000,000
20-50 Bn
Fee model
Hybrid Legacy
Allworth Financial
Headquarters
Folsom, CA
Approximate AUM
$19,313,700,000
10-20 Bn
Fee model
Hybrid Legacy
Tesla Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
$19,700,000,000
10-20 Bn
Fee model
No items found.
Savant Wealth Management
Headquarters
Rockford, Illinois
Approximate AUM
$30,640,311,299
20-50 Bn
Fee model
Fee Only Strict
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