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Your P&L Analysis is Ready

Your personalized P&L analysis is ready for review. Prepared by Alaris.

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Explore the Alaris Buyer Roster

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Active Opportunities

Below are the buyers your are actively engaged with, as we receive offers you will be able to view them from here.

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Complete Your Questionnaire

Help us understand your firm's acquisition goals through this detailed questionnaire. We'll explore your firm's history, team, services, advisor value proposition, acquisition approach, ideal partner profile, and more. The more detailed information you provide, the better our matching algorithm can connect you with the right opportunities.

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get started
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Pick up where you left off! Your progress has been saved. Complete the remaining sections to help us understand your business needs and create your customized profile.

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Your Questionnaire in Review

Your questionnaire is complete and currently being reviewed by our team. We'll notify you once your buyer profile is live.

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Deal Ready Assessment

The Alaris team is completing your Deal Ready Assessment, which summarizes everything we learned about your firm during the Ideal Outcome Sessions. We'll share it with you for review shortly.

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Review Your Deal Ready Assessment

Please review your Deal Ready Assessment to confirm all information is accurate. Feel free to request any necessary changes—we'll reference this document throughout the buyer matching process, so accuracy is important!

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View Deal Ready Assessment
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Your Profile is Being Created by the Alaris Team

The Alaris team is building your Seller Profile. Once complete, we'll share it with you for review and approval before moving forward.

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Review Your Seller Profile

Your Seller Profile is ready for review! This profile will be shared with buyers you select after our buyer discovery session. Please confirm that all information is accurate and request any changes desired.

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We’re Finding Your Matches

We've kicked off the matching process! Your ideal partner criteria are being evaluated against our buyer network to generate your curated match list. Our upcoming meeting will focus on interpreting these matches and outlining next steps.

Your Top Matches

Choose 3 to 5 buyers from your top matches below that you’d like to be introduced to. You can explore each profile and finalize your list when you’re ready.

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Deal Ready Assessment

Your Deal Ready Assessment is complete! Our next steps are to finalize your Seller Profile and move into the buyer discovery phase. Please confirm with your Alaris team member that you're ready to proceed to the next phase.

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Deal Ready Assessment

Once approved, your deal readiness will be shared with matched buyers to start  the next phase.

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vIEW DRA

M&A Knowledge Center

Explore our M&A knowledge centre for expert advice and the latest trends in M&A processes. Stay ahead in the M&A game with valuable insights and informative articles.
Valuations & Deal Structure
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Your Introduction Request List

Select 3 to 5 buyers you’d like to request introductions with. Once you’re ready, submit your list.

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Savant Wealth Management
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Essential Reading

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EP Wealth Advisors expands Northern California presence with the acquisition of Opes Wealth Management

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M&A consultancy Alaris taps new biz dev head

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Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development

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Alaris Acquisitions Appoints Tony Leonard as Managing Director of Business Development

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Alaris Acquisitions Appoints Tony Leonard As Managing Director Of Business Development

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Modern Wealth Management Announces Asset Purchase Agreement With Brown And Company

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Modern Wealth Acquires $1B Brown & Co.

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Denver’s $1 billion LPL affiliate Brown & Company exits for Modern Wealth RIA

Apr 22, 2026
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Modern Wealth adds $1bn LPL team

Apr 22, 2026
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The Fee-Only Model Isn’t Conflict-Free. It’s Just Differently Conflicted

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Prime Capital Financial Acquires $600 Million Firm Bradshaw Rogers

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Advisory M&A News – 1/21/2026

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Prime Capital Financial, Allworth Acquire $500M-Plus RIAs

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The Mather Group Adds $300M NJ Advisory Firm Through Partnership

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Deals Of The Day: The Latest In Wealth Management M&A – TMG, Hogan Knotts

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The Mather Group announces partnership with Hogan-Knotts

Jan 12, 2026
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The Mather Group Partners With $300+ Million AUM Firm Hogan-Knotts

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Deal & Moves: Integrated Snags RIA, IBD Prospera Lands Wells Fargo Team

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General Topics
How buyers help us grow
Seller Concerns
Understand the M&A Process
Alaris in the News

The Real Problem Behind Succession Planning

Apr 8, 2025
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How to vet culture
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The Secret to a Successful Firm? Invest in Company Culture

Oct 25, 2024
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Modern Partners with Petso Financial

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AI Usage Top Priority for SEC Examiners in 2025

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For a Better M&A Deal Think Marriage, Not Auction

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Striking the Right Balance Between Margins and Compensation

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Valuations & Deal Structure
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Basic Valuation Math

Sep 25, 2024
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How buyers help us grow
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How a Marketing-first Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA

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AI May Transform Your Advisor Practice In 10 Years, But It Still Won’t Do Much In 2 Years

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Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028

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Seller Concerns
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Demystifying the Independence Conundrum – With Dean Barber of Modern Wealth Management

Sep 4, 2024
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Legal & Tax
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Six Considerations for Ensuring the Right Business Exit

Aug 27, 2024
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How to vet culture
Seller Concerns
Valuations & Deal Structure
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Alaris in the News

Opinion: M&A Math Reveals Misleading Multiples

Aug 24, 2024
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How buyers help us grow

Opinion: What Is the Point of Growth for RIAs?

Aug 23, 2024
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Get Your Organic Growth Process In Order Before Pursuing M&A

Aug 15, 2024
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Joe Duran: These 4 Pillars Are the ‘SOUL’ of Organic Growth

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Financial Auction vs Cultural Conviction

Aug 13, 2024
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How buyers help us grow
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Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA

Aug 12, 2024
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Legal & Tax
Understand the M&A Process
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Know Your Worth | Ted Motheral

Aug 8, 2024
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Expansion of Capabilities– With Kevin Corbett of Mariner Wealth Advisors

Jul 19, 2024
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The Alaris Advantage: How M&A Advisors Create Value

Jul 18, 2024
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Opinion: Financial Auctions Aren't Suitable for RIA M&A

Jul 16, 2024
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Legal & Tax
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Know Your Worth | Jacqueline Martinez

Jul 11, 2024
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How to vet culture
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M&A Roundtable: Alaris Process, a Buyer and Seller's story

May 30, 2024
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Opinion: The Dirty Little Secret About RIA Organic Growth

May 30, 2024
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Buyer Autonomy Differences – With Arthur Ambarik & Brent Brodeski

May 28, 2024
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How to vet culture

Are Toxic Cultures the Silent Killers of the Asset Management Industry?

May 17, 2024
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Internal Transactions Are Still an Option for RIAs

May 10, 2024
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Buyer Lifecycle Differences – With C.J. Rendic & Scott Holsopple

May 7, 2024
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Valuations & Deal Structure
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How to Differentiate Between Buyers' Deal Structures - Minority Interest Versus Full Acquisition?

Mar 15, 2024
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Block Out Time in Your Schedule for Growth

Jan 31, 2024
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Legal & Tax
Understand the M&A Process
Buyer Models

What Happens After You Have Signed the LOI? With Michael Belluomini, VP M&A at Carson Group

Dec 21, 2023
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Understand the M&A Process
My Team/ Staff
Seller Concerns

A Seller's Perspective on Their M&A Experience. With Shawn Meade, Formerly Redwood Wealth Management.

Oct 4, 2023
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General Topics
How buyers help us grow
Buyer Models

The Role of Practice Management in Choosing a Buyer in the M&A process. With Stephanie Bogan

Sep 5, 2023
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Valuations & Deal Structure
General Topics

Buyer Sources of Capital: Private Equity. With Matt Brinker, MP at Merchant Investment Management

Aug 1, 2023
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How buyers help us grow
General Topics
Buyer Models

Decoding Organic Growth: The Buyer's Perspective - The Buyer's Boardroom With Pat McClain.

Jun 1, 2023
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How buyers help us grow
Buyer Models

What Makes a Seller More, or Less Attractive? - The Buyer's Boardroom with Matt Cooper

May 29, 2023
5 mins read
General Topics
How to vet culture

The Inaugural Podcast - Let's Get Deal Ready! - The Buyer's Boardroom

May 22, 2023
5 mins read
Understand the M&A Process
Valuations & Deal Structure
General Topics

Leveraging Insights in Your Firm’s P&L Statement to Maximize Your Valuation

Jan 1, 2023
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General Topics
Valuations & Deal Structure
Buyer Models

Where are RIA Valuations Going? Featuring Allen Darby, CEO of Alaris Acquisitions

Jun 29, 2022
5 mins read
General Topics
How buyers help us grow
Buyer Models

Accelerating Growth Through Partnerships, Model FA interviews Allen Darby

Jun 30, 2021
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Valuations & Deal Structure

Selling Your RIA? Five Ways to Bridge the Valuation Gap

May 31, 0224
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Alaris in the News

Deals Of The Day: The Latest In Wealth Management M&A – Modern Wealth, Brown, Carson

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What’s the Deal with the Rise of Sub-Acquisitions?

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Top Financial Professionals in the US | Jacqueline Martinez named to Hot List

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Alaris in the News
General Topics
Seller Concerns
Understand the M&A Process
Valuations & Deal Structure

Death by 5,000 cuts': How Alaris is taking aim at RIA deal frustration

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Alaris in the News
General Topics
How to vet culture
Seller Concerns
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Finding the Perfect Partner: Culture and Data in M&A with Jacqueline Martinez

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Alaris in the News
General Topics
Buyer Models

Alaris Acquisitions Launches First-of-Its-Kind Buyer Portal, Redefining RIA M&A Connectivity

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Alaris in the News
General Topics
Technology
Understand the M&A Process
Valuations & Deal Structure

The Matchmakers of Wealth Management: How Alaris Is Transforming the Advisor Deal Process

5 mins read
Alaris in the News

2025 Luminaries Finalists

5 mins read
Alaris in the News
General Topics

Beacon Pointe, BIP Wealth, Raymond James, Unveil 850M+ Deals

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Alaris in the News
Buyer Models
General Topics
How buyers help us grow
How to vet culture

Opinion: Selling doesn’t have to mean an exit

5 mins read
Alaris in the News
Buyer Models
General Topics

Savant Wealth targets Silicon Valley with Parkworth Acquisition

5 mins read
Alaris in the News
General Topics
How buyers help us grow
Seller Concerns
Technology

Alaris Acquisitions CEO: AI-driven staff reductions could boost RIA valuations

5 mins read
Alaris in the News
General Topics
How buyers help us grow
Seller Concerns
Understand the M&A Process

Why RIAs Have Replaced Broker-Dealers As The Darlings Of M&A

5 mins read
Alaris in the News
General Topics
How to vet culture
Seller Concerns
Technology

The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris

5 mins read
Alaris in the News
General Topics
How buyers help us grow
Seller Concerns
Understand the M&A Process

How M&A Is Reshaping Wealth Management And Client Experience

5 mins read
Alaris in the News
General Topics
How to vet culture
Seller Concerns
Understand the M&A Process

To Prepare For A Sale, Learn About Potential Buyers

5 mins read
Alaris in the News
General Topics
How buyers help us grow
Seller Concerns

Market Volatility Offers Advisors Joining Large Firms The Chance To Prove Value: Jacqueline Martinez, Alaris Acquisitions

5 mins read
Alaris in the News
Valuations & Deal Structure
Seller Concerns
Understand the M&A Process
General Topics

RIA dealmakers favor longer payouts, retention flexibility amid market volatility

5 mins read
How to vet culture
Understand the M&A Process
General Topics
Alaris in the News

Wealth Firms Need "Matchmaking" M&A Model To Ensure Success – Harmony

5 mins read
Alaris in the News
General Topics

WSR Pathfinder Awards – Top Women Industry Leaders of 2025

5 mins read
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