3 min read

Succession Resource Group Announces the Sale of $109M AUM Delaware-Based RIA

June 17, 2020

3 min read

Sigma Financial Corporation / Parkland Securities, LLC and Succession Resource Group Partnering to Expand M&A Resources to Advisors

June 8, 2020

3 min read

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

May 5, 2020

4 min read

Succession Resource Group Announces Sale of Coe Financial Services to Creative Planning

April 9, 2020

2 min read

Succession Resource Group Announces Sale of Hawaii Advisory Practice

March 13, 2020

3 min read

RIA M&A Decade in Review: 2010-2019

February 14, 2020

2 min read

Succession Resource Group Announces Sale of Washington DC Area Advisory Practice

January 30, 2020

2 min read

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

September 19, 2019

2 min read

SRG Facilitates Strategic Alliance Between Pension & Wealth Management Advisors and Kastel Capital Advisors, LLC

September 12, 2019

2 min read

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

August 20, 2019

Succession Resource Group Announces the Sale of $109M AUM Delaware-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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