Gladstone Associates

Name

Gladstone Associates

Legal name

Gladstone Group Inc.

Website

https://gstonellc.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYFSAEAGAJ

Industry-Specialist / Sector-Focused M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYFSAEAGAA

Sell-Side M&A Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYBPAHAOAA

M&A Advisory (Buy-Side & Sell-Side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYBPAHAOAG

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• M&A advisory services
• Talent search services
• Business valuation services
• Wealth management advisory
• RIA growth consulting

Headquarters

HQ city

Conshohocken

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. M&A Advisory Services: Advisory fees earned on merger, acquisition, and divestiture transactions in the wealth/asset management sector. The firm guides clients through the full transaction lifecycle — maximizing value, terms, and cultural fit — with compensation structures typical of boutique M&A advisors, likely including retainers and success/transaction fees.
2. Talent Search Services: Executive and leadership search services for wealth managers, RIAs, asset managers, and broker-dealers. The firm identifies, assesses, and secures top talent to meet clients' critical business needs, generating revenue through search engagement fees.
3. Valuation Services: Industry-specific business valuation services for buy-side, sell-side, and succession/transfer planning purposes. Revenue is generated through valuation engagement fees, supporting clients in buying right, selling profitably, and transferring ownership wisely.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Gladstone Group is a nationwide professional advisory firm serving the wealth and investment management community with three integrated service lines: M&A Advisory (guiding the sale, purchase, or merger of wealth/asset management firms to maximize value, terms, and cultural fit), Talent Search (identifying, assessing, and placing executive talent in wealth management firms), and Valuation Services (industry-specific business valuations for buy-side, sell-side, and succession/transfer planning). The firm combines these practices to provide end-to-end strategic support from transaction strategy through execution and post-deal leadership needs.

Product overview

Gladstone Group is a consulting/advisory firm offering a unified suite of professional services for the wealth and investment management community. The core offerings include M&A Advisory, Talent Search, and Valuation services, complemented by a client portal called Gladstone Connect. The firm specializes in serving Wealth RIAs, Asset Managers, Independent Broker-Dealers, Private Equity firms, and Institutional Providers, providing comprehensive M&A transactions, valuations, consultations, and talent searches.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Advisory
• Talent Search
• Valuation Services
• Gladstone Connect

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• FP Transitions: Largest dedicated M&A advisory firm serving the U.S. RIA and wealth management community. Directly comparable to Gladstone in vertical specialization, M&A advisory, and valuation services, but at materially greater scale.
• Pivotal Advisors: Boutique M&A and consulting firm focused exclusively on RIA and wealth management transactions. Closely comparable service stack (M&A advisory, valuation, consulting) for the same buyer persona as Gladstone.
• DeVoe & Company: RIA-focused consulting and M&A advisory firm serving independent advisors, RIAs, and wealth management firms. Directly competes with Gladstone on M&A mandates and succession planning engagements in the same mid-market segment.
• Eos Advisors: Specialized M&A and strategic advisory firm serving the wealth and investment management industry. Comparable vertical focus and deal-size range to Gladstone, with overlapping buyer/seller client types.
• Mercer Capital: Valuation and financial advisory firm with a dedicated financial services practice that values RIAs, broker-dealers, and asset managers. Comparable to Gladstone's Valuation Services line and a competitor for buy-side/sell-side valuation mandates.
• Wescott Financial Advisory: Wealth management M&A and consulting firm serving RIAs and independent advisors. Overlaps with Gladstone in succession planning, M&A advisory, and firm consulting engagements.

Broad incumbents

• Houlihan Lokey: Global investment bank with a Financial Services Group actively advising wealth managers, RIAs, and asset managers on M&A. Competes with Gladstone on larger mandates but operates across many industries and does not specialize exclusively in RIA M&A.
• Cetera Financial Group: Large independent broker-dealer and RIA platform with internal M&A and recruiting capabilities. Both a competitor (for talent and M&A mandates) and a potential channel partner given its scale in the independent advisor space.

Regional players

• Rocaton Investment Advisors: Institutional investment consulting and advisory firm serving plan sponsors and asset managers. Partial overlap with Gladstone's institutional client segment and valuation/advisory work, though the core business is consulting rather than transactional M&A.

Emerging players

• 3xB Advisors: Emerging RIA-focused M&A advisory firm serving wealth managers seeking succession, growth, or exit. Direct competitor for the same mid-market RIA transaction niche as Gladstone, though at an earlier stage of development.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/gstone_llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gladstone Associates