Steward Partners Acquires Mainstay Wealth Management

Steward Partners Acquires Moore's Wealth Management

May 21, 2025

Wealth Management

Steward Partners, an employee-owned independent wealth management firm, has acquired Moore's Wealth Management, adding five financial advisors, nine team members in total, and approximately $700 million in client assets to its Legacy Division. The transaction expands Steward Partners' footprint into Gainesville, Georgia, and provides a succession and continuity solution for the Moore family-led team.

Steward Partners Acquires Longbridge Wealth Advisors

August 14, 2025

Financial Services

Steward Partners, an employee-owned financial services firm, has acquired Longbridge Wealth Advisors, a ten-person wealth advisory team led by Jack Elgin and Neven Zelich, adding $481 million in client assets and establishing a presence in North Canton, Ohio. The addition expands Steward Partners' Legacy Division to provide succession and continuity solutions for established advisory teams while preserving Longbridge's brand and client relationships.

Mercer Advisors Acquires Steward Wealth Management, LLC

August 2, 2023

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Colleyville, Texas-based Steward Wealth Management, LLC, an RIA managing approximately $680 million in client assets across ~340 clients. The deal brings Steward’s advisory team into Mercer’s Texas footprint as an add-on to its PE-backed wealth management platform owned by Oak Hill Capital and Genstar Capital.

Cary Street Partners Acquires National Wealth Management

April 15, 2022

Wealth Management

Cary Street Partners has acquired Florham Park, New Jersey-based National Wealth Management, an SEC-registered investment adviser. The deal, which closed April 15, 2022, expands Cary Street's presence in metro New Jersey, strengthens its fee-based wealth management capabilities, and brings the combined firm's assets under management to approximately $5.5 billion.

Steward Partners Acquires Consilium Wealth Management

July 2, 2025

Financial Services

Steward Partners acquired Consilium Wealth Management, onboarding Partner John H. Seo and his nearly ten-member team and adding approximately $1.1 billion in client assets to Steward's Legacy Division. The deal deepens Steward Partners' presence in Northern California and expands its Bay Area footprint while providing succession and continuity support for the Consilium team and clients.

Credent Wealth Management Acquires MainStreet Financial Advisors and First State Investment Advisors

January 15, 2026

Financial Services

Credent Wealth Management (CX Institutional, LLC) acquired Michigan-based MainStreet Financial Advisors and Tulsa-based First State Investment Advisors, adding a combined ~$250 million in AUM and roughly 350 clients. The deals bring four advisors and two staff to Credent, expand its national footprint (AUM now >$4.3 billion across 14 offices), and follow Credent's expanded capital partnership with Crestline Investors to support continued advisor onboarding and platform growth.