Bluespring Wealth Partners Acquires Rodgers & Associates Wealth Advisers

Bluespring Wealth Partners Acquires Reliant Wealth Planning

February 19, 2025

Financial Services

Bluespring Wealth Partners, a Kestra-owned acquirer of independent RIAs, has acquired Reliant Wealth Planning, a Louisville-based wealth management firm overseeing approximately $560 million in assets. The deal brings Reliant’s 13-person team into Bluespring’s platform to expand client services and capability while preserving Reliant’s advisory DNA.

Bluespring Wealth Partners Acquires Charter Capital Management

March 25, 2025

Financial Services

Bluespring Wealth Partners, a Kestra-owned acquirer of independent RIAs, has acquired Charter Capital Management, a Brookfield, Wisconsin-based wealth management firm overseeing more than $400 million in AUM. The deal brings Charter’s four-advisor team onto the Bluespring platform to leverage Bluespring’s operational resources and succession-planning capabilities to support growth and advisor succession.

Bluespring Wealth Partners Acquires Signature Wealth

November 6, 2025

Financial Services

Bluespring Wealth Partners has acquired Pittsburgh-based Signature Wealth, an RIA overseeing approximately $1.41 billion in client assets. The deal advances Bluespring's national expansion while providing Signature Wealth with scale, back-office capabilities, and continuity planning.

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.

Bluespring Wealth Partners Acquires CD Wealth Management

March 1, 2022

Financial Services

Bluespring Wealth Partners has acquired Dallas-based CD Wealth Management, whose advisors collectively manage over $850 million in client assets. The deal establishes a North Texas wealth-management hub to support expansion across Texas and the Southwest; CD Wealth will continue operating under its name and its founder and partners retain significant equity.

Bluespring Wealth Partners Acquires Ritter Daniher Financial Advisory

October 12, 2021

Wealth Management

Bluespring Wealth Partners, a Kestra Holdings subsidiary based in Austin, Texas, has acquired Cincinnati-based Ritter Daniher Financial Advisory (RDFA). RDFA, led by founders John Ritter and Jeffrey Daniher and managing over $530 million in client assets, will leverage Bluespring's resources to accelerate talent development and expand across the Midwest as part of Bluespring's roll-up strategy.