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- KWAG - Mercer
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- Azimuth - CI
- TC Wealth / Hightower
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- Matrix - CI
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- Cantor Fitzgerald Investment Advisors Acquires the Business of Smith Group Asset Management
- Badgley Phelps Wealth Managers, a Premier Independent Wealth Manager in the Pacific Northwest, to Join Focus as a Partner Firm
- Barrett - CI
- CI Financial Kickstarts 2021 with Acquisition of Chicago-based Segall Bryant & Hamill, a Leading High-Net-Worth RIA and Institutional Asset Manager with US$23 Billion in Assets
- CI Financial - Doyle Wealth Management
- Agincourt - Guardian
- Hightower Makes Strategic Investment in Private Vista
- Frontier - HighTower
- Osborn Williams - HighTower
- Vector to join Bluespring
- Lodestar to join Focus and Bartlett
- Hillswick has sold to Optimum Financial Group
- FWM Acquires Optima
- Cresset Announces Partnership with Evanston Advisors
- First Midwest Bancorp to Acquire Northern Oak Wealth Management
- Fifth Third Bancorp to Acquire Franklin Street Partners Registered Investment Advisor and Trust Company
- Natixis Acquires Stake in WCM
- Bartlett Joins Focus Financial
- Alta-Guardian
- Geneva Advisors/CIBC
- First Midwest - Premier
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- iM Square / Polen
- La Francaise - Alger
- Westwood-Woodway
- Cutwater-BNY Mellon
- Segall Bryant - Thoma Bravo
- Union Bank - Morton
- Union Bank - R.E. Wacker
- Smith Breeden - Amundi
- Nationwide - HighMark
- Reich & Tang - HighMark
- Brinton Eaton Mariner Wealth
- Mariner Wealth Advisors
- Riverbridge-Northhill
- Talon - BNY Mellon
- Amundi - Ashmore - EMM
- WHG - McCarthy
- AINA - RRAM
- Fortis - Cadogan
- JIC - Mead Adam
- Sun Life - CI Financial
- Winslow
- Northern - Lakepoint
- Lovell Minnick - Mercer
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- Susquehanna - Stratton
- WealthTrust - Fairport
- AMF - Gresham
- Kochis - Quintile
- Pacific Capital - Wacker
- Sentinel - Synovus
- Lydian
- RegentAtlantic - Fiduciary
- WealthTrust - Circle Peak
- Churchill - Centre Pacific
- Walter Scott - Mellon
- Cundill - Mackenzie
- Asset - Newgate
- Reber/Russell - First Western
- Pacific Capital - Morton
- HFS - Fortis
- Mellon - City Capital
- Reed Connor Birdwell - City National
- Tanager - Wachovia
- Sun Life - Bentall
- Highland - Columbia
- AMVESCAP - Stein Roe
- Bingham Osborn Scarborough - Boston Private
- Benson - Wells Fargo
- Mizuho - Whitehall
- Nelson - Wells Fargo
- GLOBALT - Synovus
- Starbuck Tisdale - First Republic
- Sun Life - Credit Suisse
- Atlanta - Eaton Vance
- RCB - City National
- Bessemer - Glynn
- Bessemer - Brundage Story Rose
- Optima - Mellon
- IBJ Whitehall - Atlantic
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