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401kWire's Deal Sheet
Filter by Deal Type
All
OR = Outsourced Recordkeeping
BU = Bundled
RK = Recordkeeping Only
IO = Investment Only
3B = 403(b)
TPA = Third Party Administrator
IC = Investment Consultant/RIA
TC = Trust/Custody
DB = Defined Benefit
MI = Miscellaneous
The information on deals listed on this table was gathered from a variety of industry sources deemed relevant by the 401kWire staff. However, not all of the information has been directly confirmed by the 401kWire. To submit information contact Editors@401kWire.com.

Deals from 2025 Filtered for IC
Change Year:
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 		Filter for:
All OR BU RK IO 3B TPA IC TC DB MI
Reported Seller Buyer Type Value $mm Description
10/31/2025

Announced
 Fiduciary Services Group AssetMark Financial Holdings, Inc. IC Members Only Members Only Related Story
10/9/2025

Announced
 Aquiline, SageView advisors Creative Planning, LLC IC Members Only Members Only Related Story
10/6/2025

Closed
10/1/2025		 Wealthstream Advisors, Inc. Greenspring Advisors, LLC IC Members Only Members Only Related Story
9/30/2025

Closed
7/1/2025		 Adam Bettis, Trish Connelly Alera Group IC Members Only Members Only Related Story
9/19/2025

Announced
 Onex Partners Stone Point Capital, Canada Pension Plan Investment Board IC Members Only Members Only Related Story
9/15/2025

Rumored
 Aquiline Capital Partners Creative Planning, LLC IC Members Only Members Only Related Story
9/10/2025

Closed
8/1/2025		 Beth Di Re Hartley, Ian Hartley Hub International Limited IC Members Only Members Only Related Story
9/3/2025

Announced
 Aon plc Madison Dearborn Partners, LLC IC Members Only Members Only Related Story
8/14/2025

Closed
8/12/2025		 Barbara Best, Nancy Rizzuto SageView Advisory Group IC Members Only Members Only Related Story
7/15/2025

Closed
 Mike Levine, Trevor Coe NFP IC Members Only Members Only Related Story
3/24/2025

Closed
 BayBridge Capital Group, LLC OneDigital Investment Advisors IC Members Only Members Only Related Story
3/7/2025

Closed
 Steve Glasgow, Jordan Sibler Hub International Limited IC Members Only Members Only Related Story
1/3/2025

Closed
12/31/2024		 Louis Day Invst, LLC IC Members Only Members Only Related Story


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