Gladstone Group Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 2006

Year Founded

  • Employees
  • 7

Employees

  • 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

Year Founded
2006
Service Provider Type
Financing Advisory
Corporate Office
  • 2250 Hickory Road
  • Suite 400
  • Plymouth Meeting, PA 19462
  • United States
+1 (610)

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
You’re viewing 10 of 27 services to companies. Get the full list »

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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
You’re viewing 10 of 15 services on a deal — buy side. Get the full list »

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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