Lenox Advisors Acquires Martin/Wight & Company, LLC

Ty J. Young Wealth Management Acquires Michael R. Martin's Insurance Practice

December 14, 2022

Financial Services

Ty J. Young Wealth Management acquired the insurance and wealth advisory practice of Michael R. Martin in Reidsville, North Carolina, in a deal that closed in November 2022. The acquisition brings Mr. Martin's clients into Ty J. Young's platform as the advisor retires and expands the firm's presence in North Carolina.

Hightower Advisors Acquires Farr, Miller & Washington

July 27, 2021

Financial Services

Hightower Advisors has acquired Farr, Miller & Washington, a Washington, D.C.-based wealth management firm with approximately $2 billion in AUM and 20 employees. Michael Farr will join Hightower as Chief Market Strategist while Farr, Miller & Washington's advisory business and team integrate into Hightower's advisor platform to expand capabilities and service offering.

Waverly Advisors Acquires 9258 Wealth Management

October 18, 2024

Wealth Management

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, acquired 9258 Wealth Management, a Cincinnati-based investment advisory and tax preparation firm. The deal adds three Ohio offices and approximately $1.0 billion in AUM, brings a team of 24 professionals to Waverly, and closed on October 18, 2024, increasing Waverly's AUM to about $14.4 billion.

NorthRock Partners Onboards Martin & Associates ($500M AUM)

January 29, 2026

Wealth Management

NorthRock Partners announced it has onboarded Illinois-based advisory firm Martin & Associates, a five-person team bringing approximately $500 million in assets under management, pushing NorthRock's AUM past $11 billion. The team, previously affiliated with Ameriprise Financial, will transition client relationships onto NorthRock’s Personal Office platform to deepen the firm’s presence in Illinois and expand its wealth management capabilities.

World Insurance Associates Acquires Martin & Rowland Insurance

April 1, 2020

Insurance

World Insurance Associates LLC (WIA), a nationally ranked full-service insurance brokerage based in Tinton Falls, New Jersey, acquired Martin & Rowland Insurance, Inc. of Prospect, Connecticut effective April 1, 2020. The acquisiton (terms undisclosed) expands WIA’s capabilities and presence in Connecticut, bringing the long-established independent agency into WIA’s national platform.

Creative Planning Acquires Lenox Wealth Management

August 11, 2020

Wealth Management

Creative Planning Inc. acquired Cincinnati-based Lenox Wealth Management, an RIA with approximately $600 million in assets under management. The acquisition brings Lenox’s advisors and clients into Creative Planning’s platform to expand the firm’s Cincinnati presence, broaden service offerings, and provide additional technology and scale to support growth.