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 for Creative Planning in the last year.

Portland, Ore. (March 13, 2020) - Succession Resource Group (SRG) is announcing the sale of deceased Hawaii advisor, Mr. Glenn Yabuki’s book of business (“Yabuki”) to Gail Hamada and Lincoln Koike of Hawaii Wealth and Legacy Planning Group (“HWLPG”). The sale represented over $97 million in assets under management, with all assets successfully retained by Ameriprise Financial Services, Inc. (“Ameriprise”), allowing Ms. Hamada and Mr. Koike to continue honoring Mr. Yabuki’s legacy.

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 over $20 billion in total assets under management (AUM) transferred¹.

Portland, Ore. (Jan. 30, 2020) – Succession Resource Group (SRG) is excited to announce the sale of Ameriprise Financial Services advisor Alan M. Kolnik based in the Washington DC metro area to Jon Kuttin of Kuttin Wealth Management, named a Barron’s Hall of Fame Advisor, 2019. The sale represented over $40 million in assets under management, allowing Kuttin to expand his firm’s presence down the eastern seaboard.

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 named a finalist in the category of Industry Research Providers for its “Annual Advisor M&A Update.”

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 under management from individual and institutional clients in 22 states.

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 alumni including Intuit, Microsoft, Pandora, Patagonia, and Oracle. SRG was also ranked for the second time in the Top 100 Fastest Growing Companies by the Portland Business Journal in 2019.

Portland, Ore. (Aug. 13, 2019) – Succession Resource Group (SRG) is excited to announce the sale of Orlando, Florida based Santiago & Associates (Santiago), an Ameriprise Platinum Financial Services practice owned and operated by Conrad Santiago, an independent Private Wealth Advisor affiliated with Ameriprise with $420 million in assets under management. The purchaser, Brent Trentham of The Trentham Urquhart Group (Trentham), is based in Tennessee and was named one of Forbes Best-in-State Advisors of 2019 and Barron's® "Top 1,200 Financial Advisors: State-by-State Ranking”. Mr. Trentham was also a member of the Chairman’s Advisory Counsel (CAC) from 2005-2016.

Portland, Ore. (Aug. 7, 2019) - Succession Resource Group (SRG) is excited to announce the sale of Washington-based firm Lighthouse Financial Strategies, Inc. (owned and operated by Steven Holmes) to Nate Oeming and Tim Mahalak of The Oeming Group (Oeming-Mahalak). The financial advisory practice sale represented over $49 million in assets under management, with all assets retained on Commonwealth Financial Network’s platform.

Portland, Ore. (July 10, 2019) – Succession Resource Group, Inc. (SRG), a Portland-based succession consulting firm, is proud to be ranked as one of Oregon’s fastest-growing private companies in the Portland Business Journal’s top 100 list, ranking #62. This is the second time SRG has been given this award in the last five years. SRG received the recognition as a result of its continued success, increasing its revenue 77.31% in just the last two years.