"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."
William Blanton, Owner, Acquired by Composition Wealth
"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."
William Rosenthal, Owner, Acquired by Beacon Pointe
"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."
Dean Barber, Owner, Acquired by Modern Wealth Management
"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."
John Horseman, Owner, Acquired by Allworth
"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."
Marc Wolff, Owner, Acquired by 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."
Glenn Spencer, CEO, Prime Capital Financial
"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."
Matt Cooper, President, Beacon Pointe Advisors
"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."
Mike Dolberg, CEO, Apollon Wealth Management
"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."
Mike Dohlberg
CEO Apollon 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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
Mike Dohlberg
CEO Apollon 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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
Mike Dohlberg
CEO Apollon Wealth Management
"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."
William Blanton, Owner, Acquired by Composition Wealth
"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."
William Rosenthal, Owner, Acquired by Beacon Pointe
"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."
Dean Barber, Owner, Acquired by Modern Wealth Management
"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."
John Horseman, Owner, Acquired by Allworth
"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."
Marc Wolff, Owner, Acquired by 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."
Glenn Spencer, CEO, Prime Capital Financial
"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."
Matt Cooper, President, Beacon Pointe Advisors
"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."
Mike Dolberg, CEO, Apollon Wealth Management
Alaris in the News
How buyers help us grow
My Team/ Staff
Technology
Legal & Tax
Buyer Models
How to vet culture
General Topics
Seller Concerns
Understand the M&A Process
Valuations & Deal Structure
Reading list (7)
Business structure
M&A: The Framework for a Successful Transition & Integration
24 May 2024
•
5 mins read
Business structure
M&A: The Framework for a Successful Transition & Integration
24 May 2024
•
5 mins read
Business structure
M&A: The Framework for a Successful Transition & Integration
24 May 2024
•
5 mins read
Business structure
M&A: The Framework for a Successful Transition & Integration
24 May 2024
•
5 mins read
Business structure
M&A: The Framework for a Successful Transition & Integration
24 May 2024
•
5 mins read
Business structure
M&A: The Framework for a Successful Transition & Integration
24 May 2024
•
5 mins read
Deals & Recruiting Roundup: Corient, Osaic, LPL, Arch, Lido And More
Jul 7, 2026
•
5 mins read
Soltis Investment Advisors Acquires Artifex Financial Group To Expand Midwest Presence
Jul 7, 2026
•
5 mins read
EP Wealth Adds $900M Opes Wealth Team in Northern California Push
Jul 6, 2026
•
5 mins read
EP Wealth Advisors expands Northern California presence with the acquisition of Opes Wealth Management
Jul 1, 2026
•
5 mins read
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, Janus Henderson, Others
Jul 1, 2026
•
5 mins read
EP Wealth lands fifth deal of 2026 in Silicon Valley
Jul 1, 2026
•
5 mins read
EP Wealth Advisors Acquires $900 Million Firm Opes Wealth Management
Jun 30, 2026
•
5 mins read
EP Wealth Buys $900M AUM Silicon Valley RIA
Jun 30, 2026
•
5 mins read
How AI is reshaping M&A evaluation and execution in wealth management
Jun 16, 2026
•
5 mins read
Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Jackson Wealth Management, Harbourfront Wealth, Others
The Secret to a Successful Firm? Invest in Company Culture
Oct 25, 2024
•
5 mins read
Modern Partners with Petso Financial
Oct 24, 2024
•
5 mins read
AI Usage Top Priority for SEC Examiners in 2025
Oct 21, 2024
•
5 mins read
For a Better M&A Deal Think Marriage, Not Auction
Oct 14, 2024
•
5 mins read
Striking the Right Balance Between Margins and Compensation
Sep 25, 2024
•
5 mins read
Basic Valuation Math
Sep 25, 2024
•
5 mins read
How a Marketing-first Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA
Sep 23, 2024
•
5 mins read
AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years
Sep 18, 2024
•
5 mins read
Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028
Sep 9, 2024
•
5 mins read
Demystifying the Independence Conundrum – With Dean Barber of Modern Wealth Management
Sep 4, 2024
•
5 mins read
Six Considerations for Ensuring the Right Business Exit
Aug 27, 2024
•
5 mins read
Opinion: M&A Math Reveals Misleading Multiples
Aug 24, 2024
•
5 mins read
Opinion: What Is the Point of Growth for RIAs?
Aug 23, 2024
•
5 mins read
Get Your Organic Growth Process In Order Before Pursuing M&A
Aug 15, 2024
•
5 mins read
Joe Duran: These 4 Pillars Are the ‘SOUL’ of Organic Growth
Aug 15, 2024
•
5 mins read
Financial Auction vs Cultural Conviction
Aug 13, 2024
•
5 mins read
Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA
Aug 12, 2024
•
5 mins read
Know Your Worth | Ted Motheral
Aug 8, 2024
•
5 mins read
Expansion of Capabilities– With Kevin Corbett of Mariner Wealth Advisors
Jul 19, 2024
•
5 mins read
The Alaris Advantage: How M&A Advisors Create Value
Jul 18, 2024
•
5 mins read
Opinion: Financial Auctions Aren't Suitable for RIA M&A
Jul 16, 2024
•
5 mins read
Know Your Worth | Jacqueline Martinez
Jul 11, 2024
•
5 mins read
M&A Roundtable: Alaris Process, a Buyer and Seller's story
May 30, 2024
•
5 mins read
Opinion: The Dirty Little Secret About RIA Organic Growth
May 30, 2024
•
5 mins read
Buyer Autonomy Differences – With Arthur Ambarik & Brent Brodeski
May 28, 2024
•
5 mins read
Are Toxic Cultures the Silent Killers of the Asset Management Industry?
May 17, 2024
•
5 mins read
Internal Transactions Are Still an Option for RIAs
May 10, 2024
•
5 mins read
Buyer Lifecycle Differences – With C.J. Rendic & Scott Holsopple
May 7, 2024
•
5 mins read
How to Differentiate Between Buyers' Deal Structures - Minority Interest Versus Full Acquisition?
Mar 15, 2024
•
5 mins read
Block Out Time in Your Schedule for Growth
Jan 31, 2024
•
5 mins read
What Happens After You Have Signed the LOI? With Michael Belluomini, VP M&A at Carson Group
Dec 21, 2023
•
5 mins read
A Seller's Perspective on Their M&A Experience. With Shawn Meade, Formerly Redwood Wealth Management.
Oct 4, 2023
•
5 mins read
The Role of Practice Management in Choosing a Buyer in the M&A process. With Stephanie Bogan
Sep 5, 2023
•
5 mins read
Buyer Sources of Capital: Private Equity. With Matt Brinker, MP at Merchant Investment Management
Aug 1, 2023
•
5 mins read
Decoding Organic Growth: The Buyer's Perspective - The Buyer's Boardroom With Pat McClain.
Jun 1, 2023
•
5 mins read
What Makes a Seller More, or Less Attractive? - The Buyer's Boardroom with Matt Cooper
May 29, 2023
•
5 mins read
The Inaugural Podcast - Let's Get Deal Ready! - The Buyer's Boardroom
May 22, 2023
•
5 mins read
Leveraging Insights in Your Firm’s P&L Statement to Maximize Your Valuation
Jan 1, 2023
•
5 mins read
Where are RIA Valuations Going? Featuring Allen Darby, CEO of Alaris Acquisitions
Jun 29, 2022
•
5 mins read
Accelerating Growth Through Partnerships, Model FA interviews Allen Darby
Jun 30, 2021
•
5 mins read
Selling Your RIA? Five Ways to Bridge the Valuation Gap
May 31, 0224
•
5 mins read
Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development
•
5 mins read
People Moves: Janney Adds Two FNB Advisors, Alaris Hires M&A Vet
•
5 mins read
Alaris Acquisitions Names Tony Leonard Managing Director of Business Development
•
5 mins read
Alaris Acquisitions Appoints Tony Leonard As Managing Director Of Business Development
•
5 mins read
Modern Wealth Management Announces Asset Purchase Agreement With Brown And Company
•
5 mins read
Modern Wealth Acquires $1B Brown & Co.
•
5 mins read
Deals Of The Day: The Latest In Wealth Management M&A – Modern Wealth, Brown, Carson
•
5 mins read
Denver’s $1 billion LPL affiliate Brown & Company exits for Modern Wealth RIA
•
5 mins read
Modern Wealth adds $1bn LPL team
•
5 mins read
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
•
5 mins read
Deal & Moves: Integrated Partners Lures $609M BXB from Ameriprise
•
5 mins read
The Fee-Only Model Isn’t Conflict-Free. It’s Just Differently Conflicted
•
5 mins read
Deals Of The Day: The Latest In Wealth Management M&A – Savant, Exencial, Heller, EP Wealth, Others
•
5 mins read
Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers
•
5 mins read
Advisory M&A News – 1/21/2026
•
5 mins read
Prime Capital Financial, Allworth Acquire $500M-Plus RIAs
•
5 mins read
The Mather Group Adds $300M NJ Advisory Firm Through Partnership
•
5 mins read
Red Bank-based Hogan-Knotts Financial Group joins The Mather Group
•
5 mins read
Deals Of The Day: The Latest In Wealth Management M&A – TMG, Hogan Knotts
•
5 mins read
The Mather Group announces partnership with Hogan-Knotts
•
5 mins read
The Mather Group Partners With $300+ Million AUM Firm Hogan-Knotts
•
5 mins read
What’s the Deal with the Rise of Sub-Acquisitions?
•
5 mins read
Top Financial Professionals in the US | Jacqueline Martinez named to Hot List
•
5 mins read
Death by 5,000 cuts': How Alaris is taking aim at RIA deal frustration
•
5 mins read
Finding the Perfect Partner: Culture and Data in M&A with Jacqueline Martinez