Robertson Stephens Acquires CAFG Private Wealth

Robertson Stephens Acquires Ratio Wealth Group

August 11, 2024

Financial Services

Robertson Stephens Wealth Management has acquired Ratio Wealth Group, an SEC-registered investment advisor managing over $530 million in advisory assets. The Ratio team joins Robertson Stephens and opens a Denver office, expanding Robertson Stephens’ footprint to 22 locations and bringing its total AUM to about $6.5 billion.

Wealth Enhancement Acquires FPG Private Wealth

November 30, 2025

Financial Services

Wealth Enhancement has acquired FPG Private Wealth, a hybrid RIA with locations in Carmel and Lafayette, Indiana that oversees more than $532 million in client assets. The deal, which closed November 30, 2025, expands Wealth Enhancement’s Midwest footprint and marks its first office presence in the greater Indianapolis market, increasing the firm's total client assets to more than $127.8 billion.

CI Financial Acquires Majority Interest in RGT Wealth Advisors

November 24, 2020

Wealth Management

CI Financial Corp. will acquire a majority ownership stake in RGT Wealth Advisors, a Dallas-based registered investment advisor with approximately US$4.7 billion in client assets, in a deal to be paid in cash and CI shares. The transaction, expected to close in Q4 2020 subject to regulatory and stock exchange approvals, expands CI's U.S. wealth footprint (bringing U.S. wealth assets to ~US$21 billion) while RGT principals will retain a meaningful ownership stake.

Berger Financial Group Acquires Robert Gordon & Associates, Inc.

February 14, 2024

Wealth Management

Minneapolis-based Berger Financial Group has acquired Springfield, Illinois–based Robert Gordon & Associates, Inc., adding the firm's investment management and strategic wealth planning capabilities to Berger's platform and bringing Berger's total client assets under management to $2 billion. The acquired team joined Berger under an Employee Stock Ownership Plan (ESOP); the deal is described as Berger's largest acquisition to date.

Robertson Stephens Acquires Three Points Financial

May 28, 2024

Financial Services

Robertson Stephens Wealth Management has added Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets, and established a new Colorado Springs office. Mary Alpers, founder of Three Points Financial, joins Robertson Stephens as Managing Director & Principal, bringing her team and client relationships to the firm to expand Robertson Stephens' presence in Colorado.

Rothschild Wealth Partners Acquires Windgate Wealth Management

January 12, 2026

Financial Services

Chicago-based Rothschild Wealth Partners has acquired Windgate Wealth Management, an independent advisory firm managing over $200 million in client assets. The deal expands Rothschild's advisory footprint in the Chicago market and brings Windgate leaders onto Rothschild's platform to broaden services for high-net-worth individuals, families and business owners.