Press Release

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

Portland, Ore. (June 17, 2020) – Succession Resource Group (SRG) is excited to announce the sale of Delaware-based RIA, Lovett Advisors to Pennsylvania-based RIA, Bluesphere Advisors LLC. This sale represents over $109 million in assets under management (AUM), negotiated and closed amidst the coronavirus pandemic. Kim Lovett, President of Lovett Advisors began by having SRG […]

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

PORTLAND, Ore. (May 4, 2020) – Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors […]

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

Portland, Ore. (April 9, 2020) – Succession Resource Group (SRG) is excited to announce the sale of Kansas based Registered Investment Advisor (“RIA”) Coe Financial Services, Inc. to Creative Planning, LLC, one of the nation’s largest and fastest growing RIAs led by Peter Mallouk. This sale represents over $126 million in assets under management (AUM), and is the fifth acquisition […]

RIA M&A Decade in Review: 2010-2019

PORTLAND, Ore. (Feb 11. 2020) — Succession Resource Group, Inc. (SRG) is publishing its ten-year retrospective look at the state of the mergers and acquisitions for independent RIAs and advisors, recapping deal data, trends, and predictions for the coming decade. SRG’s data for this period draws upon more than $250 million in third-party transactions and […]

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

2019 WealthManagement.com Industry Award | Download PDF » PORTLAND, Ore. (Sept. 19, 2019) – Succession Resource Group (SRG) is proud to announce it was nominated and won the 2019 WealthManagement.com Industry Award in the category of Succession/Ownership Transition Services for its “Shared Growth Model” strategy, nominated with Financial Advocates and Hamburger Law Firm. SRG was also […]

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

Download PDF » Portland, Ore. (Sept. 12, 2019) – Succession Resource Group (SRG) is pleased to announce a strategic alliance between two Massachusetts-based investment advisory organizations: Pension & Wealth Management Advisors (PWM) and Kastel Capital Advisors, LLC (Kastel). The alliance will represent a team of five experienced fiduciary advisors managing more than $150 million in assets […]

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

Download PDF » PORTLAND, Ore. (Aug. 20, 2019) – Succession Resource Group (SRG) is proud to be named as the third largest Oregon company in the financial services industry on this year’s Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. SRG joins the ranks of other notable Inc. 5000 honoree […]