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Martinez, Jacqueline
Managing Partner
RIAs: Less Than $10 Billion AUM/AUA
Luminaries 2026 Impact Statement
Jacqueline Martinez is recognized as the executional force behind one of wealth management's most distinctive M&A practices. As co-founder and Managing Partner of Alaris Acquisitions, she is the senior point of contact on the firm's transactions, personally driving diligence, timelines, and the operational complexity that determines whether a deal closes well. Over the past eighteen months, Jacqueline has had a hands-on lead role in 17 transactions representing more than $10 billion in client assets, and across her tenure she has played a direct role in more than 50 deals representing over $24 billion. She delivers that volume not through fast, price-driven auctions but through Alaris's deliberate, compatibility-first process, proving that high deal throughput and high deal quality can coexist.
