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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
Announced

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

Announced
Jan 14, 2026 · wvnews.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: wvnews.com · Primary article · FireStrike proprietary index