Credent Wealth Management Acquires Clarify Wealth Management

Credent Wealth Management Acquires TFG Advisors

July 10, 2025

Wealth Management

CX Institutional d/b/a Credent Wealth Management acquired TFG Advisors, a Michigan-based financial advisory firm with approximately $420 million in AUM and roughly 400 clients, adding Auburn Hills and Ann Arbor offices and bringing Credent close to $4.0 billion in AUM. The seven-member TFG team — including principals George Barnhart, Terry Hirsch, and Paul Reile — will join Credent; the deal supports TFG's succession plans and expands Credent's Midwest footprint.

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.

Merit Financial Advisors Acquires ClearBridge Wealth Management

December 6, 2023

Wealth Management

Merit Financial Advisors has acquired ClearBridge Wealth Management, an Atlanta-based wealth advisory firm led by founder Preston Byers, adding approximately $300 million of client assets. The deal expands Merit's presence in the Atlanta market and brings Preston Byers and his operations and client support team into Merit as partners and advisors.

MAI Capital Management Acquires Concentric Wealth Management

December 31, 2024

Financial Services

Cleveland-based MAI Capital Management has acquired Concentric Wealth Management, a Lafayette, California RIA with six employees and $662 million in client assets, effective December 31, 2024. Concentric's founders, Eric Flett and Stewart McGuire, will adopt MAI branding and join as regional presidents as the firm integrates MAI's operations, HR and marketing resources.

MAI Capital Management Acquires Madison Wealth Management

January 8, 2024

Wealth Management

MAI Capital Management acquired Madison Wealth Management, adding approximately $1.4 billion of client assets under management and expanding MAI’s presence in Cincinnati and Northern Virginia. The Madison team will join MAI effective January 5, with Madison leaders Ed Kuresman and Jim McDermott assuming Regional President roles; terms were not disclosed.

MCF Advisors Acquires Accredited Wealth Management

December 12, 2025

Financial Services

Lexington-based MCF Advisors LLC has acquired Louisville fee-only Registered Investment Adviser Accredited Wealth Management LLC, adding $178 million of AUM and expanding MCF's presence in the Louisville market. The founders of AWM, Steve Giacobbe and Shawn Clark, joined MCF as Senior Financial Advisors and Partners; the deal is MCF's first transaction since taking an equity investment from Wealth Partners Capital Group and the Aspire Holdings platform of HGGC, and increases MCF's AUM to about $3.9 billion.