Credent Wealth Management acquires Mainstreet Financial Advisors
Credent Wealth Management agreed to acquire Mainstreet Financial Advisors. Reported deal value: $250M. Status: Announced. 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.
Credent Wealth Management , a fee-only Registered Investment Advisor headquartered in Indiana , announced the acquisition of MainStreet Financial Advisors , a hybrid B/D lift out previously affiliated with Cambridge Investment Research in Kalamazoo , MI, and First State Investment Advisors , a Tulsa-based RIA
Deal timeline
This transaction is classified in Financial Services with a reported deal value of $250M. Figures and status may change as sources update.