| Date Announced |
Seller |
Buyer |
Type |
AUM ($mm) |
|
June 2012
|
Aspiriant Investment Advisors, LLC (minority stake owned by AIA employees)
|
Aspiriant, LLC
|
WM
|
|
|
April 2012
|
Rochdale Investment Management
|
City National Bank
|
WM
|
|
|
October 2011
|
Spartan Capital Management, LLC
|
The Pennsylvania Trust Company
|
WM
|
|
|
May 2011
|
CSI Capital Management
|
SunTrust Banks, Inc.
|
WM
|
|
|
February 2011
|
Hershey Trust Company (Private Wealth Management Group)
|
Bryn Mawr Bank Corporation
|
WM
|
|
|
January 2011
|
Pennsylvania Trust (Penn Mutual Life Insurance Company)
|
Management led by Richardson T. Merriman and George McFarland
|
WM
|
|
|
June 2010
|
Prairie Capital Management, LLC
|
UMB Financial Corporation
|
WM
|
|
|
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
|
|
|
February 2008
|
RAA Wealth Management, LLC (E*Trade Financial Corporation)
|
PHH Investments, Ltd
|
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
|
|
|
October 2007
|
Johnson Asset Management Inc. (Johnson Financial Group Inc.)
|
Optique Capital Management, 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
|
|