Gladstone Group Overview
- Service
-
Financing Advisory
- Year Founded
-
2006

- Employees
-
7

- Serviced Companies
-
27
- Serviced Deals
-
27
- Serviced Investors
-
8
Gladstone Group General Information
Description
Founded in 2006, Gladstone Associates is a Plymouth Meeting, Pennsylvania-based full-service advisory, and corporate consulting firm. The firm provides transaction advisory services, mergers, sell-side advisory, buy-side advisory, capital introduction and analysis, executive compensation, succession planning, recruiting, valuation, analysis, and navigation services among others. Gladstone's core clients include wealth managers, money managers, financial advisors, and broker-dealers.
Contact Information
Website
www.gstoneinc.comYear Founded
Corporate Office
- 2250 Hickory Road
- Suite 400
- Plymouth Meeting, PA 19462
- United States
Gladstone Group Services to Companies
Service on a Deal (27)
Gladstone Group has provided services on 27 deals. It last acted as a general advisor to Planned Asset Management on a . The deal was made in 2025.
Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
---|---|---|---|---|
Planned Asset Management | Advisor: General | Apr 2025 | ||
Marrella Private Wealth | Advisor: General | Mar 2025 | ||
Delta Financial Group (New Jersey) | Advisor: General | Mar 2025 | ||
LFM Wealth Management | Advisor: General | Dec 2024 | ||
The Hartshorne Group | Advisor: General | Nov 2024 | ||
The Mercadien Group | Advisor: General | Jul 2024 | ||
Ascension Investment Management | Advisor: General | Jun 2024 | ||
Iron Capital Advisors | Advisor: General | Jun 2024 | ||
Beltz Ianni & Associates | Advisor: General | Mar 2024 | ||
JMG Wealth Management | Advisor: General | Nov 2023 |
Gladstone Group Services to Investors
Service on a Deal — Buy Side (15)
Gladstone Group has provided buy side services on 15 deals. It last acted as a general advisor to Modern Wealth Management on a . The deal was made in 2025.
Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
---|---|---|---|---|
Modern Wealth Management | Advisor: General | Apr 2025 | ||
Wealth Enhancement Group | Advisor: General | Feb 2025 | ||
CW Advisors | Advisor: General | Feb 2025 | ||
Cerity Partners | Advisor: General | Oct 2024 | ||
CW Advisors | Advisor: General | Aug 2024 | ||
Cerity Partners | Advisor: General | Jun 2024 | ||
Moneta Group | Advisor: General | Apr 2023 | ||
Cerity Partners | Advisor: General | May 2022 | ||
Cerity Partners | Advisor: General | Apr 2022 | ||
GSB Wealth Management | Advisor: General | Dec 2020 |
Gladstone Group Investment Preferences
Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
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Gladstone Group FAQs
-
When was Gladstone Group founded?
Gladstone Group was founded in 2006.
-
Where is Gladstone Group headquartered?
Gladstone Group is headquartered in Plymouth Meeting, PA.
-
What is the size of Gladstone Group?
Gladstone Group total number of employees/professionals is 7.
-
What service provider type is Gladstone Group?
Gladstone Group's service provider type is Financing Advisory.
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