"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
Soltis Investment Advisors Grows Midwest Team with Addition of Ohio-Based Artifex Financial Group
Jun 3, 2026
•
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
May 10, 2026
•
5 mins read
People moves: Mercer Advisors, Alaris Acquisitions bring in new M&A leaders
May 1, 2026
•
5 mins read
Who's Moving Where In Wealth Management? – RBC Wealth Management – US, Alaris, Riverpoint
May 1, 2026
•
5 mins read
M&A consultancy Alaris taps new biz dev head
Apr 30, 2026
•
5 mins read
Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development
Apr 29, 2026
•
5 mins read
Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development
Apr 29, 2026
•
5 mins read
People Moves: Janney Adds Two FNB Advisors, Alaris Hires M&A Vet
Apr 29, 2026
•
5 mins read
Alaris Acquisitions Names Tony Leonard Managing Director of Business Development
Apr 29, 2026
•
5 mins read
Alaris Acquisitions Appoints Tony Leonard As Managing Director Of Business Development
Apr 29, 2026
•
5 mins read
Modern Wealth Management Announces Asset Purchase Agreement With Brown And Company
Apr 29, 2026
•
5 mins read
Modern Wealth Acquires $1B Brown & Co.
Apr 29, 2026
•
5 mins read
Denver’s $1 billion LPL affiliate Brown & Company exits for Modern Wealth RIA
Apr 22, 2026
•
5 mins read
Modern Wealth adds $1bn LPL team
Apr 22, 2026
•
5 mins read
Deal & Moves: Integrated Partners Lures $609M BXB from Ameriprise
Apr 3, 2026
•
5 mins read
The Fee-Only Model Isn’t Conflict-Free. It’s Just Differently Conflicted
Apr 2, 2026
•
5 mins read
Deals Of The Day: The Latest In Wealth Management M&A – Savant, Exencial, Heller, EP Wealth, Others
Apr 1, 2026
•
5 mins read
EP Wealth Expands On East Coast, Adding $418M AUM RIA In Maryland
Mar 31, 2026
•
5 mins read
Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers
Jan 22, 2026
•
5 mins read
Advisory M&A News – 1/21/2026
Jan 21, 2026
•
5 mins read
Prime Capital Financial, Allworth Acquire $500M-Plus RIAs
Jan 20, 2026
•
5 mins read
The Mather Group Adds $300M NJ Advisory Firm Through Partnership
Jan 19, 2026
•
5 mins read
Red Bank-based Hogan-Knotts Financial Group joins The Mather Group
Jan 13, 2026
•
5 mins read
Deals Of The Day: The Latest In Wealth Management M&A – TMG, Hogan Knotts
Jan 13, 2026
•
5 mins read
The Mather Group announces partnership with Hogan-Knotts
Jan 12, 2026
•
5 mins read
The Mather Group Partners With $300+ Million AUM Firm Hogan-Knotts