3 min read

Succession Resource Group Among Inc.’s Annual List of Best Workplaces for 2024

July 9, 2024

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

Succession Resource Group Among Inc.’s Annual List of Best Workplaces for 2024

FEATURED

Succession Resource Group Earns Inc. Best Workplaces – Twice

Gun Park

A fully remote team across 9 states earns national recognition for the second time in

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

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