June 4, 2021

Edelman to Acquire Viridian

On May 19, 2021, Edelman Financial Engines, LLC announced it will acquire Viridian Advisors.

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June 3, 2021

U.S. Capital Advisors and Legacy One to Merge

On May 13, 2021, U.S. Capital Advisors, LLC announced it will merge its wealth management advisory business with Legacy One Financial Advisors, LLC.

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June 2, 2021

Pendal To Acquire TSW

On May 10, 2021, Pendal Group Limited announced it will acquire Thompson, Siegel & Walmsley LLC.

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May 28, 2021

Cidel to Acquire Lorica

On May 10, 2021, Cidel Asset Management Inc. announced it will acquire Lorica Investment Counsel Inc.

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May 27, 2021

Congress Wealth Acquires Pinnacle

On May 1, 2021, Congress Wealth Management LLC announced it acquired Pinnacle Advisory Group, Inc.

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May 26, 2021

JFS Wealth to Acquire Integer Wealth

On May 10, 2021, JFS Wealth Advisors, LLC announced it will acquire Integer Wealth Advisors Group, LLC.

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May 24, 2021

CI Financial to Acquire Dowling & Yahnke

On May 10, 2021, CI Financial Corp. announced it will acquire Dowling and Yahnke, LLC.

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May 20, 2021

Coldstream and Paracle to Merge

On May 3, 2021, it was announced that Rainier Group Investment Advisory LLC, d/b/a Coldstream Wealth Management, and Paracle Advisors, LLC will merge.

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May 19, 2021

Creative Planning Acquires Sullivan, Bruyette, Speros & Blayney

On May 4, 2021, Creative Planning Inc. announced it had acquired Sullivan, Bruyette, Speros & Blayney, LLC.

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May 17, 2021

OneDigital Acquires Future Benefits

On May 4, 2021, OneDigital Investment Advisors announced it had acquired Future Benefits Inc.

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