Integrated Financial Partners Acquires Wagner Resources Group

LPL Financial Acquires Financial Resources Group Investment Services

November 3, 2022

Financial Services

LPL Financial Holdings Inc. entered into a definitive agreement to acquire Financial Resources Group Investment Services (FRGIS) in an equity purchase that included $140 million paid at closing plus additional earn-outs. FRGIS — a Fort Mill, South Carolina-based advisor and financial institution support business serving roughly $40 billion in assets across ~800 advisors and 85 financial institutions — will continue to operate independently and retain its brand and leadership following the transaction.

Waverly Advisors Acquires StrategIQ Financial Group

January 1, 2024

Wealth Management

Waverly Advisors, a Birmingham-based registered investment adviser, has acquired the investment advisory business assets of StrategIQ Financial Group, a Merrillville, Indiana RIA. The add-on deal increases Waverly's AUM by approximately $1.5 billion, expands its footprint into Illinois and Indiana, and is the firm's largest acquisition since beginning an M&A growth strategy.

EP Wealth Advisors Acquires Wacker Wealth Partners

April 2, 2024

Financial Services

EP Wealth Advisors has acquired Wacker Wealth Partners, a San Luis Obispo, California-based registered investment adviser, adding nearly $1.2 billion in assets under management and 22 team members to EP's platform. The Wacker leadership team will join EP in regional roles to expand the firm's presence on California's Central Coast; financial terms were not disclosed.

ZRG Acquires Wiser Partners

March 14, 2024

Staffing & HR

ZRG has acquired Wiser Partners, a nearly 30-year-old boutique retained executive search firm focused on marketing, sales and go-to-market leadership. The acquisition expands ZRG's functional expertise in marketing, sales and analytics and gives Wiser access to ZRG's global platform; ZRG is backed by private equity investor RFE Investment Partners.

Wealth Enhancement Group Acquires Asset Management Resources, LLC

December 19, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Asset Management Resources, LLC, an independent RIA led by J. Christopher Boyd based in Hyannis, Massachusetts. The acquired team brings approximately $236 million in assets under management and will expand Wealth Enhancement Group's presence in Massachusetts to four offices.

Integrated Partners Adds Morrison Nordmann Wealth Management

December 16, 2025

Wealth Management

Integrated Partners has added Morrison Nordmann Wealth Management, a Lansing/East Lansing, Michigan-based advisory firm bringing approximately $200 million in client assets onto its RIA platform. The move expands Integrated Partners' presence in Michigan and provides Morrison Nordmann access to the platform's planning, operational and advisor support resources to support growth and serve higher-net-worth clients.