Bluespring Wealth Partners Acquires Ritter Daniher Financial Advisory
October 12, 2021
Bluespring Wealth Partners, a Kestra Holdings subsidiary based in Austin, Texas, has acquired Cincinnati-based Ritter Daniher Financial Advisory (RDFA). RDFA, led by founders John Ritter and Jeffrey Daniher and managing over $530 million in client assets, will leverage Bluespring's resources to accelerate talent development and expand across the Midwest as part of Bluespring's roll-up strategy.
- Buyers
- Bluespring Wealth Partners, LLC, Kestra Holdings
- Targets
- Ritter Daniher Financial Advisory, LLC
- Sellers
- John Ritter, Jeffrey Daniher
- Platforms
- Bluespring Wealth Partners, LLC
- Industry
- Wealth Management
- Location
- Ohio, United States
- Transaction Type
- Addon
Explore More
Related Acquisitions
-
Bluespring-backed RDFA Merges with Hickory Asset Management
July 15, 2025
Wealth Management
Bluespring Wealth Partners announced that Hickory Asset Management will merge into existing Bluespring portfolio firm Ritter Daniher Financial Advisory (RDFA), consolidating the two Ohio-based teams under RDFA. The combined advisory professionals will oversee over $865 million in assets under management, with the deal intended to strengthen the firm’s Ohio presence, improve service continuity, and support succession planning.
-
Bluespring Wealth Partners Acquires Reliant Wealth Planning
February 19, 2025
Financial Services
Bluespring Wealth Partners, a Kestra-owned acquirer of independent RIAs, has acquired Reliant Wealth Planning, a Louisville-based wealth management firm overseeing approximately $560 million in assets. The deal brings Reliant’s 13-person team into Bluespring’s platform to expand client services and capability while preserving Reliant’s advisory DNA.
-
Bluespring Wealth Partners Acquires Shelton Financial Group
July 18, 2024
Wealth Management
Bluespring Wealth Partners, an acquirer and partner of wealth management firms, has acquired Fort Wayne-based Shelton Financial Group and transitioned Shelton's investment business onto the Kestra Financial platform. Shelton's team — which oversees nearly $500 million in client assets — joined Bluespring to gain back-office resources, succession support and access to the Kestra ecosystem.
-
Bluespring Wealth Partners Acquires Rodgers & Associates Wealth Advisers
August 14, 2024
Financial Services
Bluespring Wealth Partners, an acquirer of independent RIAs and hybrid wealth management firms, has acquired Rodgers & Associates Wealth Advisers, a Lancaster, Pennsylvania-based wealth management firm overseeing approximately $1.35 billion in client assets. Rodgers & Associates (about 25 employees) joins Bluespring to accelerate growth, technology adoption and succession planning while retaining its client-focused retirement planning practice.
-
Bluespring Wealth Partners Acquires KDI Wealth Management
May 16, 2024
Financial Services
Bluespring Wealth Partners announced the acquisition of Scottsdale-based KDI Wealth Management, a 14-person firm overseeing over $750 million in client assets. KDI's founders (Kevin and Carrie Dick) and partner Shane Keith will join Bluespring while KDI also joins the Kestra Financial platform to access additional tools and resources and accelerate growth.
-
Bluespring Wealth Partners Acquires Signature Wealth
November 6, 2025
Financial Services
Bluespring Wealth Partners has acquired Pittsburgh-based Signature Wealth, an RIA overseeing approximately $1.41 billion in client assets. The deal advances Bluespring's national expansion while providing Signature Wealth with scale, back-office capabilities, and continuity planning.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.