How many Advice acquisitions have there been?

There are 1419 recorded acquisitions in the Advice sector spanning 1986-2026, totalling $78.65B in disclosed deal value.

Who are the biggest acquirers in Advice?

The most active acquirers in Advice include Mercer Advisors, Wealth Enhancement Group, MAI Capital Management.

What are the largest Advice acquisitions ever?

The largest disclosed Advice acquisitions include Nordic Capital's purchase of Ascot Lloyd ($13.03B, 2022), FIS's purchase of SunGard ($9.1B, 2015), Baker Tilly's purchase of Moss Adams ($7B, 2025).

How many Advice acquisitions have there been in the last 1 year?

There have been 259 recorded Advice acquisitions in the last year.

What is the average Advice deal size?

The average disclosed deal size in the Advice sector is $728.3M.

What is the median Advice deal size?

The median disclosed deal size in the Advice sector is $85.4M.

Which year had the most Advice acquisitions?

The most Advice acquisitions in a single year were recorded in 2025, with 252 deals.

Advice

Name: Advice Companies, Acquisitions & Funding
Creator: Acquirezy
License: https://acquirezy.com/terms
Keywords: Advice, acquisitions, funding, M&A, investors, companies

Companies, acquisitions, funding rounds and active investors across the Advice sector.

Companies

82,985

Acquisitions

1,419

Total Funding

$76.17B

Funding Rounds

1,781

Active Investors

Advice Acquisitions

1,419 results

Acquiree Name			Acquirer Name	Acquiree Industries	Acquiree Hq Country
Citrini Research	—	2026-09-11	SemiAnalysis	Advice Finance Financial Services	United States
Whitney and Associates	—	2026-09-10	Simplicity Group	Advice Financial Services Management Consulting	United States
Schiff & Associates	—	2026-09-02	Trout CPA	Advice Law Enforcement Legal	United States
Dickerson Jackson & Associates	—	2026-09-01	Wealth Enhancement Group	Advice Consulting Finance Financial Services Retirement	United States
High Falls Advisors	—	2026-09-01	Allworth Financial	Advice Consulting Financial Services Wealth Management	United States

1–5 of 1,419Show

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Advice Funding Rounds

1,781 results

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Organization Name	Funding Type			Lead Investor Names	Org Hq Country

1–5 of 1,781Show

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Top Advice Investors

Callaghan Innovation36 rounds
Techstars7 rounds
Community Development Financial Institutions Fund7 rounds
Lovell Minnick Partners5 rounds
TIPS Program5 rounds
National Science Foundation4 rounds
Google for Startups4 rounds
Antler4 rounds
Bessemer Venture Partners4 rounds
BlackRock4 rounds

Top Advice Companies

CollegeBound Foundation Ziegler Alawyer Derayah Financial Lincoln Financial Group Hadron Group ZAAN Greater Lafayette Career Academy Crewe Advisors National Healthcare & Housing Advisors Fidecoop The Northwestern Mutual Life Insurance Company

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M&A by year

2026 2025 2024 2023 2022 2021

Datasets

Top Companies

Top Industries

Years (1990-2026)