About Our M&A Firm

A single-minded focus on getting results

Gladstone Associates, LLC was established in 2006 to provide sophisticated M&A Advisory solutions for an under-served market. Our corporate office is based just outside of Philadelphia, in Plymouth Meeting, PA, from which we provide services to clients nationwide.

Gladstone’s services are designed for Independent Financial Services Businesses with $350 million to $10+ billion in assets under management, who want to grow their business via acquisition and/or merger, or are seeking to retire, sell, or transition their business. Our clients include RIA Wealth Managers, Family Offices, Financial Advisors, Insurance Companies and Money Managers, along with Banks, Broker-Dealers, FinTech Platforms, and Private Equity funds.

In our over 15 years of business we have been engaged in more than 100 completed Transactions and Merger Consultations; dozens of Valuations; and multiple Executive Searches through our DAK search unit. We pride ourselves on providing our clients with unbiased guidance, focused attention, and measurable results.

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Our Representative Tombstones

Meridian Bank Tombstone
Wealth Enhancement Group Tombstone #1
Wealth Enhancement Group Tombstone #2
Cetera Financial Group Tombstone
Hoover Financial Advisors Tombstone
Baldwin Management Tombstone
Pinnacle Advisory Group
Bloomfield Hills Financial