True North Advisors Acquires Blue Investment Partners

True North Advisors Acquires Clear Rock Advisors

September 17, 2024

Financial Services

True North Advisors, a Dallas-based registered investment adviser with $3.9 billion AUM, has acquired Clear Rock Advisors, a Texas wealth management firm managing approximately $470 million in AUM with offices in Dallas, Austin and Kerrville. The acquisition — True North’s first since entering a strategic growth partnership with Wealth Partners Capital Group and HGGC’s Aspire platform — expands True North’s presence in the Texas market and adds Clear Rock’s private-investor-focused client base.

Bluff Point Associates Acquires True North Networks

March 23, 2021

Cybersecurity

Private equity firm Bluff Point Associates has acquired True North Networks, a Swanzey, New Hampshire-based managed services and MSSP focused on SEC-compliant IT for registered investment advisors. The deal (closed March 12, 2021) adds private cloud hosting, managed IT and cybersecurity capabilities to Bluff Point's portfolio of technology companies serving the financial services industry; terms were not disclosed.

Carson Wealth Partners with True North Financial to Expand in Montana

September 29, 2024

Wealth Management

Carson Wealth announced a partnership with Billings-based True North Financial, bringing the six-person True North team into the Carson Wealth network as Carson's second Billings location. The True North team — led by Ty Vogele and including David Guenthner and Ryan Wittman — manages over $400 million in assets and will retain client relationships while gaining access to Carson's investment, tax and estate planning resources.

JPA Health Acquires True North Solutions

October 19, 2023

Healthcare Services

JPA Health, a Great Point Partners-backed full-service healthcare agency, has acquired True North Solutions, a Cambridge, Massachusetts-based life sciences consulting firm that specializes in predictive analytics, AI-driven solutions and medical affairs. The deal (an add-on to JPA Health) brings True North's analytics, visualization and AI capabilities into JPA's life sciences offerings and transitions True North founder Colin Baughman and his team into JPA Health.

Wealth Enhancement Group Acquires Napa Valley Wealth Management and TrueNote Investment Advisors

March 31, 2022

Wealth Management

Wealth Enhancement Group has acquired Napa Valley Wealth Management and TrueNote Investment Advisors, two Northern California RIAs led by Kelly Crane that collectively oversee more than $400 million in client assets. The firms, headquartered in St. Helena, California with additional offices in Walnut Creek and El Cerrito, will join Wealth Enhancement Group and operate as the InConcert Napa Valley Team as the deal closes on March 31.

Merit Financial Advisors Acquires Blueprint Wealth Advisors

November 14, 2025

Financial Services

Merit Financial Advisors has acquired Blueprint Wealth Advisors, adding $1.2 billion in assets and expanding Merit's presence in Illinois and Wisconsin, including entry into the Chicago market. Blueprint’s managing partners Ryan Evans and Nick Wilkins will join Merit as Regional Directors and Partners; FP Transitions served as advisor and financial terms were not disclosed.