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RIA Edge Los Angeles
October 7-8, 2025
Ritz-Carlton | Marina del Rey, CA

Gladstone Group

Profile

Gladstone Group is a nationwide firm serving the wealth and investment management community. The firm specializes in M&A advisory, strategic consulting, valuations, and talent search, with a focus exclusively on financial services. With over 960 completed engagements spanning M&A transactions, valuations, and executive placements, Gladstone Group provides sophisticated solutions to registered investment advisors (RIAs), family offices, asset managers, financial technology companies, banks, insurance companies, and private equity firms. The firm runs the industry's forward-looking M&A research study, The Gladstone Prognosticator™, and hosts an annual M&A conference in Philadelphia.