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Succession Resource Group Announces Sale Of $65M AUM Ameriprise Franchise

August 10, 2022

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Advocated Sale of $44.52M AUM Florida-based, Fee-only RIA Announced by Succession Resource Group

March 22, 2022

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Succession Resource Group Launches myCompass and New Website

November 12, 2021

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Succession Resource Group Wins Three ThinkAdvisor Luminaries Awards

November 10, 2021

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SRG Announces Sale of California Fee-Only Practice to Bluesphere Advisors, LLC

August 26, 2021

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Succession Resource Group Announces Sale of $420 Million AUM Ameriprise Advisory Practice

August 13, 2021

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Ameritas Investment Company, LLC and Succession Resource Group Partner to Expand M&A Resources

May 12, 2021

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Nicole Frey Reaches Five-Year Mark with SRG

January 25, 2021

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Succession Resource Group Expands Talent Pool With Key Hires

November 17, 2020

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Kristen Grau Recognized as NACVA’s 2020 40 Under Forty Honoree

August 24, 2020

Succession Resource Group Announces Sale Of $65M AUM Ameriprise Franchise

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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