Wealth Management
Think MarshBerry. Think Solutions.
Registered Investment Advisory & Wealth Management Advisory Services
Your Trusted Business Advisor in the Wealth Industry
MarshBerry’s team of investment bankers understands the complexities of the wealth management market and how to properly position your firm to realize value.
With a well-defined process and extensive experience in both organic and inorganic growth strategies, clients turn to MarshBerry for business expansion plans to achieve the highest level of success. Advisory solutions include strategic advisory, management consulting, market intelligence, and merger & acquisition (M&A) transactions including liquidity, acquisition, business continuity, perpetuation, and more.
Wealth Advisory Sectors Include:
- Registered Investment Advisory
- Retirement Planning
- Broker Dealers
- Third Party Administrators
- Life Insurance
MarshBerry Can Help You:
- Partner, acquire, or build for business expansion
- Achieve greater success through strategic growth
- Develop strategies for new revenue channels
- Create or enhance business diversification
- Identify, evaluate, and establish capital partners
- Complete due diligence
YOUR JOURNEY, OUR EXPERTISE
Ready to Grow
Acquisition Planning
Market Comparables / Benchmarking
Capital Raising– Debt & Equity
Planning a Transition
Perpetuation Planning
Sale Preparation Management
Valuation Services & Solutions
Preparing for Sale
Buy & Sell Side Representation
Buy Side Search & Screen
Agency Fair Market Valuation
Post Closing Integration
Proof Is In The Numbers
MarshBerry has extensive experience advising firms in the financial services, including wealth management sectors.
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in investment banking and consulting. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.
Recent Transactions
Acquisition
Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC
MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors
MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†
October 2025
Acquisition
HUB International Limited has acquired a California-Based RIA Business
MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition
Carson Group has acquired Wells Trecaso Financial Group, LLC
MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
May 2025
Acquisition
Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management
MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
February 2025
Acquisition
Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust
MarshBerry served as the financial advisor to First International Bank & Trust†
February 2025
Acquisition
Composition Wealth, LLC has acquired Vinoble Group
MarshBerry served as the financial advisor to Vinoble Group†
December 2024
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.
MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Toggle Transaction Details 12/31/24
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.
MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. Buyer: Wealth Enhancement Group, LLC Seller: VanceGray Wealth Management, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.† December 2024
Acquisition
MFM Holding LTD has acquired Willis Owen Limited
MarshBerry served as the financial advisor to Willis Owen Limited
September 2024
Acquisition
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Toggle Transaction Details September 2024
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date: 09/30/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.† September 2024
Acquisition
True North Advisors, LLC has acquired Clear Rock Advisors, LLC
MarshBerry served as the financial advisor to Clear Rock Advisors, LLC†
July 2024
Acquisition
Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management†
Toggle Transaction Details July 2024
Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management†
Prime Pensions, Inc. has acquired Valley Forge Pension Management Buyer: Prime Pensions, Inc. Seller: Valley Forge Pension Management Closed Date: 07/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Valley Forge Pension Management† May 2024
Acquisition
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC†
Toggle Transaction Details May 2024
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC†
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer: Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date: 05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Walden Wealth Partners, LLC† March 2024
Acquisition
Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024
Acquisition
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023
Acquisition
Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023
Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023
Acquisition
HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC†
Toggle Transaction Details November 2023
HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC†
HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC† November 2023
Acquisition
Sterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller†
October 2023
Acquisition
Brown & Brown has acquired Berkley Insurance Group
IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*
October 2023
Acquisition
Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC†
Toggle Transaction Details October 2023
Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC†
Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC†