4 min read

SRG Announces the Sale of Washington-based RIA

June 28, 2024

2 min read

Succession Resource Group Launches myCompass and New Website

November 12, 2021

3 min read

Succession Resource Group Expands Talent Pool With Key Hires

November 17, 2020

2 min read

Succession Resource Group Provides Free Contingency Agreement to Advisors

March 29, 2020

2 min read

Succession Resource Group Wins 2019 WealthManagement.com Industry Award in Succession/Ownership Transition Services

September 19, 2019

2 min read

Succession Resource Group Ranks on the 2019 Inc. 5000 List of America’s Fastest-Growing Private Companies

August 20, 2019

3 min read

Succession Resource Group Expands Partnership with PPCLOAN

April 29, 2019

4 min read

2016 Advisor Merger & Acquisitions Data Press Release

February 20, 2017

First Affirmative Financial Network LLC Aligns with Succession Resource Group

February 7, 2017

4 min read

2015 Advisor Merger & Acquisitions Data Press Release

April 12, 2016

SRG Announces the Sale of Washington-based RIA

FEATURED

Shore Group Advisors and Butler Associates Financial Planners Merge to Support Growth, Succession, and Client Continuity

Guy Littlefield

Portland, OR / March 5, 2026 / Succession Resource Group, Inc. (SRG), is pleased to announce

Succession Resource Group Announces Partnership with Focus Partners Advisor Solutions to Assist with Advisor Experience & Long-Term Enterprise Value

Gun Park

Portland, OR / February 4, 2026 / Succession Resource Group, Inc. (SRG), a leading consulting firm dedicated

The Succession Resource Group 2026 Advisor M&A Report

Gun Park

Portland, OR – February __, 2026 – Succession Resource Group, Inc. (SRG)Succession Resource Group, Inc. (SRG)

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