Wealthspire's Ground Control Acquires Ceres Financial Management

Wealthspire's Ground Control Business Management Acquires Wiles + Taylor

February 18, 2026

Professional Services

Wealthspire’s Ground Control Business Management has acquired Nashville-based Wiles + Taylor & Co., a music-focused business management and tax consulting firm. The deal expands Ground Control’s U.S. footprint beyond California, adds specialized touring and royalty administration capabilities, and brings roughly 65 employees into the platform while Wiles + Taylor continues operating in Nashville.

Cerberus Cyber Sentinel Acquires Ground Control IT

June 15, 2021

Cybersecurity

Cerberus Cyber Sentinel Corporation (OTC: CISO), a Scottsdale-based cybersecurity consulting and managed services firm, has acquired Ground Control IT, an Arizona-based managed security services provider. Ground Control will join Cerberus Sentinel's portfolio with President Ryan Greyslak named vice president, managed services; financial terms were not disclosed.

Sequoia Financial Group Acquires Cirrus Wealth Management

July 31, 2023

Financial Services

Sequoia Financial Group, an Akron-based SEC-registered wealth manager with nearly $16 billion in AUM, has agreed to acquire Cleveland-based Cirrus Wealth Management. The transaction, intended to support Cirrus's succession plan and expand Sequoia's advisor platform and client services, is expected to close on July 31, 2023; financial terms were not disclosed.

Wealthspire Advisors Acquires Heron Wealth

March 23, 2023

Financial Services

Wealthspire Advisors LLC, an NFP company, signed an agreement to acquire Heron Financial Group, LLC (dba Heron Wealth), a New York City-based wealth advisory firm managing approximately $300 million in client assets. The acquisition expands Wealthspire's presence in the Northeast and adds Heron's team and capabilities in financial planning, investment advice, and estate planning; the deal was expected to close in early Q2 2023 subject to customary approvals.

Cerity Partners Acquires West Coast Financial

April 1, 2025

Wealth Management

Cerity Partners, a national independent wealth management firm, announced it is merging with West Coast Financial of Santa Barbara, California. The deal brings West Coast Financial's advisory team and client relationships onto the Cerity Partners platform to expand capabilities and deepen Cerity's presence in Southern California.

Cetera Acquires Plains Wealth Management

January 29, 2026

Financial Services

Cetera Financial Group has completed the acquisition of Plains Wealth Management, a Houston-based independent wealth management practice that oversees approximately $400 million in client assets. The Plains team will join The Retirement Planning Group (TRPG), Cetera's employee-based RIA, expanding TRPG's footprint into the Houston market and providing the Plains team with growth and succession options.