August 23, 2021

William Blair Acquires Investment Counselors of Maryland

On July 20, 2021, William Blair Investment Management, LLC announced that it had acquired Investment Counselors of Maryland, LLC.

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August 20, 2021

Mariner Wealth to Acquire AdvicePeriod

On July 20, 2021, Mariner Wealth Advisors, LLC announced that it will acquire AdvicePeriod, Inc.

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August 19, 2021

Focus Partner Connectus to Acquire George Ferizis Group

On June 28, 2021, Focus Financial Partners Inc. announced that its partner Connectus Group, LLC (d/b/a Connectus Wealth Advisers) will acquire George Ferizis & Co Pty Ltd.

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August 18, 2021

PGIM to Acquire Montana Capital

On July 13, 2021, PGIM, Inc. announced that it will acquire Montana Capital Partners AG.

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August 16, 2021

Cresset Acquires Asset Management Advisors

On July 27, 2021, Cresset Asset Management, LLC announced that it had acquired Asset Management Advisors, Inc.

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August 13, 2021

Allworth Acquires Giordano

On July 14, 2021, Allworth Financial Group, L.P. announced that it had acquired Giordano Wealth Management Group, LLC.

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August 12, 2021

CoinShares Acquires the ETF Index Business of Elwood

On July 6, 2021, CoinShares International Limited announced that it had acquired the ETF index business of Elwood Asset Management Services Limited.

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August 11, 2021

GenXFinancial Acquires Boston Partners Financial

On July 28, 2021, it was announced that GenXFinancial, LLC acquired Boston Partners Financial Group, LLC.

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August 9, 2021

Dakota Acquires Persimmon

On July 1, 2021, Dakota Wealth Management, LLC announced that it will acquire Persimmon Capital Management, LP.

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August 5, 2021

WEG Acquires Fitzgerald

On July 15, 2021, Wealth Enhancement Group LLC announced it had acquired Fitzgerald Wealth Management.

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