Credent Wealth Management Acquires TFG Advisors

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.

Credent Wealth Management Acquires Clarify Wealth Management

October 1, 2024

Financial Services

CX Institutional, LLC d/b/a Credent Wealth Management, an Indiana-headquartered fee-only RIA, has acquired Clarify Wealth Management, a Cincinnati-based fee-only RIA with approximately $450 million in AUM. The deal expands Credent's geographic footprint into Cincinnati, Columbus and Lafayette, Indiana, pushes Credent's AUM above $3 billion, and provides a succession plan for Clarify's founding partners.

Mercer Advisors Acquires Convergent Wealth Management, LLC

March 31, 2022

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Convergent Wealth Management, LLC, a Chesterfield, Missouri-based wealth management firm with approximately $130 million in AUM. The deal brings Convergent's entire team into Mercer as part of Mercer’s strategy to expand its Central U.S. presence and provide succession options for Convergent's founders.

Merit Financial Advisors Acquires Global Wealth Advisors

August 18, 2025

Wealth Management

Merit Financial Advisors, an Atlanta-based wealth management firm, acquired Global Wealth Advisors, adding approximately $860 million in client assets and six office locations. The transaction, finalized Aug. 18, 2025, expands Merit's footprint in Texas and bolsters its national advisory team as GWA advisors join Merit.

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.

World Investment Advisors Acquires TCG Wealth Management

November 10, 2025

Wealth Management

World Investment Advisors has acquired TCG Wealth Management, a Nashua, New Hampshire-based wealth management firm overseeing approximately $140 million in client assets. TCG will join World’s Boston Harbor Wealth Advisors branch, retaining its brand while gaining access to broader investment platforms, technology and operational support to strengthen World’s presence across New England and support advisor succession planning.