| Date Announced |
Seller |
Buyer |
Type |
AUM ($mm) |
|
June 2009
|
Lee Munder Capital Group
|
Convergent Capital Management (City National Corporation)
|
IA / WM
|
|
|
June 2008
|
Lau Associates LLC and Lau Professional Services LLC (JNJ Holdings LLC)
|
Bryn Mawr Bank Corporation
|
WM
|
|
|
April 2008
|
David J. Greene & Company, LLC
|
Lehman Brothers
|
IA / WM
|
|
|
January 2008
|
Inlign Wealth Management
|
GenSpring Family Offices, LLC (formerly Asset Management Advisors)
|
WM
|
|
|
December 2007
|
Davidson Capital Management
|
Boston Private Financial Holdings, Inc.
|
WM
|
|
|
May 2007
|
Bingham Legg Advisers LLC
|
Wilmington Trust Corporation
|
WM
|
|
|
March 2007
|
Lydian Wealth Management
|
City National Corporation
|
WM
|
|
|
November 2006
|
WealthTrust, Inc.
|
Circle Peak Capital, LLC
|
WM
|
|
|
May 2006
|
Retirement Advisors of America
|
E*Trade Financial Corporation
|
WM
|
|
|
August 2005
|
Kobren Insight Management
|
E*Trade Financial Corporation
|
WM
|
|
|
July 2005
|
West Financial Services, Inc.
|
Sandy Spring Bancorp, Inc.
|
WM
|
|
|
March 2005
|
Weston Financial Group, Inc.
|
The Washington Trust Company (Washington Trust Bancorp, Inc.)
|
WM
|
|
|
September 2004
|
Providence Group Investment Advisory Co.
|
Mellon Financial Corporation
|
WM
|
|
|
June 2004
|
Janus Capital Group Inc. / Bay Isle Private Client Asset Management division
|
First Republic Bank
|
WM
|
|
|
June 2004
|
Lydian Trust Company (Lydian Wealth Management Company LLC)
|
Windermere Investment Associates Inc.
|
WM
|
|
|
April 2004
|
Grant, Tani, Barash & Altman
|
Wilmington Trust Corporation
|
WM
|
|
|
June 2003
|
Parametric Portfolio Associates
|
Eaton Vance Corporation
|
WM
|
|
|
January 2003
|
Convergent Capital Management, LLC
|
City National Corporation
|
IA / WM
|
|
|
December 2002
|
Lake Forest Capital Management Company
|
Wintrust Financial Corporation
|
IA / WM
|
|
|
November 2002
|
Legacy South, Inc.
|
Northern Trust Corporation
|
WM
|
|