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acquisitionAnnounced · Jan 14, 2026Financial ServicesSource · CredibleArticle · Factual
Mainstreet Financial Advisors
Credent Wealth Management
Mainstreet Financial Advisors · Credent Wealth Management

Credent Wealth Management acquires Mainstreet Financial Advisors

David Najork
David Najork · Founding Software Engineer
Announced · Updated · 1 min read
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Deal value
$250M
Target
Mainstreet Financial Advisors
Mainstreet Financial Advisors
Kalamazoo, Michigan
Acquirer
Credent Wealth Management
Credent Wealth Management
Full Acquisition
Status
Completed

Credent Wealth Management agreed to acquire Mainstreet Financial Advisors. Reported deal value: $250M. Status: Completed. Sector: Financial Services. Target headquarters context: Kalamazoo, Michigan, United States.

This page summarizes publicly available information about the transaction as of 2026-01-14. Figures and status may change as filings and press coverage update.

Today at 4:39 PM Credent Adds $ 250 Million AUM With MainStreet And First State Acquisitions Credent Wealth Management has acquired Michigan -based MainStreet Financial Advisors and Tulsa-based First State Investment Advisors , extending the Indiana -headquartered RIA national footprint as it enters 2026 following its recently announced long-term capital partnership with Crestline Investors

Deal timeline

Announced
Jan 14, 2026 · pulse2.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context

This transaction is classified in Financial Services with a reported deal value of $250M. Figures and status may change as sources update.

Sources: pulse2.com · Primary article · FireStrike proprietary index