Deal Tracker

« Back to Listings

Posted: December 23, 2011

Regal Investment Advisors LLC

Transaction Type: Acquisition
Acquirer AUM: $264,000
Target: Cornerstone Capital Management Inc.
Target AUM: $41,000,000
Combined AUM: $305,000
Source: View Full Story

* Disclaimer: This database may not represent a complete picture of the total deal activity in the financial advisory industry. It is based exclusively on M&A activity that has been disclosed publicly by the entities involved, or has been reported in multiple news outlets.

Newsletter Sign-up

Market INtelligence

A weekly investment strategies report filled with valuable market analysis, video commentary and news for advisers.

More Newsletters »

Follow InvestmentNews

The pulse of the financial advisory industry.

Registration Benefits Include:

  • Daily news stories, opinions and commentary
  • Complete access to B-D and RIA rankings, industry data, company profiles, and IN's exclusive recruiting database
  • Free access to IN's enhanced, institutional quality Market Data section
  • Daily, breaking news and topical alerts