Search firms, advisors, systems…⌘ K
Portfolio live

Portfolio

All deals

The complete integration register for Meridian Wealth Partners.

FirmStageAUMAdvisorsLeadTime in stageSynergy
Fairbanks Legacy Partners1,450 householdsAcquired$2.1B18Maya Chen5 / 7 days—
Cedar & Main Financial210 householdsStack discovery$180M2Owen Brooks7 / 10 days—
Juniper Bend Advisors190 householdsStack discovery$150M2Owen Brooks8 / 10 days—
Elkhart Advisory Group340 householdsRationalization$290M3Nina Patel14 / 10 days—
Bluffview Wealth900 householdsMigration$1.2B11Theo Grant28 / 45 days$150K
Ives & Company610 householdsMigration$770M7Maya Chen34 / 45 days$95K
Dunmore Private Wealth520 householdsStandardization$650M6Nina Patel17 / 30 days$106K
Ashworth Capital Advisors380 householdsData integration$410M4Theo Grant39 / 45 days$90K
Harborlight Investments300 householdsData integration$340M4Maya Chen52 / 45 days$71K
Granite Row Wealth430 householdsComplete$520M5Owen BrooksComplete$25K