Request Deal Involvement
Credent Wealth Management completed the acquisition of Main Street Financial Advisors and First State Investment Advisors.
Identify your role
Select the side you represented in this transaction, and provide your current job title.
Principals
target
MAINSTREET FINANCIAL ADVISORS
target
FIRST STATE INVESTMENT ADVISORS
bidder
CX INSTITUTIONAL LLC DBA CREDENT WEALTH MANAGEMENT
Principals or Service Provider not listed?Add missing Service Provider or Principal
Enter your Job Title on this deal
This title will appear on your profile next to this deal involvement.
To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:
All rights reserved. Copyright © 2026 Datasite