Thurston Springer (Financial Services Holdings) Acquires T.S. Phillips Investments
June 21, 2023
Financial Services Holdings, LLC (parent of Thurston Springer) acquired independent broker-dealer T.S. Phillips Investments and RIA Phillips Capital Advisors, effective April 1, 2023. The deal brings over twenty financial advisors across six branch locations in Oklahoma and New Mexico and roughly $1 billion in client assets to Thurston Springer's national wealth-management platform as it expands into the U.S. Southwest.
- Buyers
- Financial Services Holdings, LLC, Thurston Springer (Thurston Springer Financial / Thurston Springer Advisors)
- Targets
- T.S. Phillips Investments, Phillips Capital Advisors
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
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 SHP Financial
February 10, 2026
Wealth Management
Bluespring Wealth Partners has acquired Plymouth, Massachusetts-based financial planning firm SHP Financial, which oversees approximately $2.3 billion in assets. The deal brings SHP's ~50-person team and three Massachusetts offices into Bluespring's advisor platform, expanding the buyer's presence in New England.
-
Bluespring Wealth Partners Acquires Security Financial Management
February 2, 2022
Wealth Management
Bluespring Wealth Partners, a subsidiary of Kestra Holdings, has acquired Security Financial Management, a 30+-year wealth management firm with more than $950 million in assets under management and offices in Florida and Minnesota. The deal brings Security Financial Management's team and advisory capacity onto Bluespring's platform to accelerate growth through mergers, talent recruitment and expanded client services, while enabling the founders to focus on client-facing activities.
-
Bluespring Wealth Partners Acquires Capital Planning Advisors
December 9, 2021
Wealth Management
Bluespring Wealth Partners, a subsidiary of Kestra Holdings, has acquired Capital Planning Advisors, a Roseville and Walnut Creek, California-based wealth management firm overseeing over $1.1 billion in client assets. The deal expands Bluespring's West Coast presence while keeping the Capital Planning Advisors leadership and advisor team in place to support continued client service and growth.
-
Robertson Stephens Acquires Three Points Financial
May 28, 2024
Financial Services
Robertson Stephens Wealth Management has added Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets, and established a new Colorado Springs office. Mary Alpers, founder of Three Points Financial, joins Robertson Stephens as Managing Director & Principal, bringing her team and client relationships to the firm to expand Robertson Stephens' presence in Colorado.
-
Mariner Wealth Advisors Acquires Robinson, Tigue, Sponcil Private Wealth Management
December 1, 2021
Wealth Management
Mariner Wealth Advisors announced it will acquire Robinson, Tigue, Sponcil Private Wealth Management (RTS), adding approximately $393 million in assets under advisement and establishing Mariner's second office in the Phoenix/Scottsdale metro. RTS will assume the Mariner Wealth Advisors name upon closing on Dec. 10, 2021; Echelon served as financial advisor to RTS.
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.