About Cedar Financial Advisors
Cedar Financial Advisors is a Financial Services company based in Beaverton (United States) founded in 2006, and was acquired by The Mather Group in October 2022. Diversified asset management services are provided to clients across sectors. Its chief executive, as recorded, is Chris Behens. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Cedar Financial Advisors was established in 2006 in Beaverton, United States, as a firm focused on asset management. Diversified investment strategies are employed to handle portfolios for various clients. Operations center on financial advisory services within the investment sector, with guidance from CEO Chris Behens. Geographic focus remains on the U.S. market, supporting asset allocation and management needs.
- Headquarters Beaverton, United States
- Stage Acquired
- SectorsFinancial Services
- Website cedaradvisors.com
- Acquired by The Mather Group (Oct 2022)
- Investors
- Acquired byThe Mather Group
(Oct 2022)
Investors in Cedar Financial Advisors
Cedar Financial Advisors has secured backing from 1 investor. Prominent investors backing the company include The Mather Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified financial planning services are provided to clients. | 2011 | themathergroup.com | Chicago, United States |
Investor details for Cedar Financial Advisors
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People of Cedar Financial Advisors
1 people are tracked at Cedar Financial Advisors (1 in leadership).
| Name | Role | Group |
|---|---|---|
Chris Behens | CEO | Leadership |
Complete people profiles for Cedar Financial Advisors
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Timeline of Cedar Financial Advisors
2 dated milestones of Cedar Financial Advisors across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Cedar Financial Advisors is founded.
- Exit Acquired by The Mather Group.
Competitors of Cedar Financial Advisors
Cedar Financial Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Cedar Financial Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as Cedar Financial Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Cedar Financial Advisors
Cedar Financial Advisors was founded in 2006.
Cedar Financial Advisors is headquartered in Beaverton, United States. It is registered at Beaverton, Oregon, United States.
Chris Behens is the CEO of Cedar Financial Advisors, as recorded in our data.
Cedar Financial Advisors was established in 2006 in Beaverton, United States, as a firm focused on asset management. Diversified investment strategies are employed to handle portfolios for various clients. Operations center on financial advisory services within the investment sector, with guidance from CEO Chris Behens. Geographic focus remains on the U.S. market, supporting asset allocation and management needs.
Cedar Financial Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Cedar Financial Advisors has 1 investor. Key investors include The Mather Group.
Yes. Cedar Financial Advisors was acquired by The Mather Group in October 2022.