March 31, 2017

Bronfman E.L. Rothschild Acquires TriCapital Advisors

On January 31, 2017, Bronfman E.L. Rothschild announced the acquisition of TriCapital Advisors.

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March 31, 2017

Focus Financial Acquires Jones Barclay Boston

On January 17, 2017, Focus Financial Partners announced the acquisition of Jones Barclay Boston.

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March 30, 2017

PacWest Financial Merges with Benefit Financial Services Group

On January 23, 2017, Focus Financial Partners announced that one of its partner firms, Benefit Financial Services Group, merged with PacWest Financial Management.

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March 27, 2017

Novos Planning Acquired by Mercer Advisors

On January 1, 2017, Mercer Advisors Inc. announced the acquisition of Novos Planning Associates, Inc.

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March 24, 2017

Per Stirling Acquires Couch Hallum Financial Group

On January 3, 2017, Per Stirling announced the acquisition of Couch Hallum Financial Group.

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March 23, 2017

Dynasty Financial Partners Acquires Claybrook Capital

On January 6, 2017, Dynasty Financial Partners announced the acquisition of Claybrook Capital.

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March 23, 2017

Crestwood Advisors Joins Focus Financial Partners

On January 9, 2017, Focus Financial Partners announced the acquisition of Crestwood Advisors.

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March 22, 2017

CAPTRUST Acquires HBK Wealth Management

On January 4, 2017, CAPTRUST announced the acquisition of HBK Wealth Management.

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March 22, 2017

Meridian Bank to Acquire HJ Wealth Management

On March 2, 2017, Meridian Bank announced it had agreed to acquire HJ Wealth Management.

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March 20, 2017

Focus Financial Acquires CFO4Life

On February 6, 2017, Focus Financial Partners announced the acquisition of CFO4Life.

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