Maridea Wealth Management Acquires Hyperion Accounting Group to Launch Tax & Business Services Unit

Maridea Wealth Management Acquires Pinnacle Wealth Management

July 18, 2025

Financial Services

Maridea Wealth Management has acquired Pinnacle Wealth Management, a Chicago-based advisory firm led by veteran advisor Brian Sheehy. Pinnacle will move from LPL Financial to Maridea's independent RIA platform, strengthening Maridea's Midwest presence and expanding its advisor and client capabilities; Green Sail Capital Partners served as exclusive sell-side advisor.

Maridea Wealth Management Acquires Hoot Wealth

August 12, 2025

Wealth Management

Maridea Wealth Management has acquired Colorado-based Hoot Wealth, a boutique advisory firm founded by Nick Crow and Bryan Hinmon. The deal brings Hoot's investment leadership onto Maridea's national platform, strengthens Maridea's presence in the Mountain states, and adds senior advisors to Maridea's executive team.

Modern Wealth Management Acquires Martin James Investment & Tax Management

October 19, 2023

Accounting & Tax

Modern Wealth Management has acquired Indianapolis-based Martin James Investment & Tax Management, integrating the tax, accounting and wealth management firm into its national RIA platform. The deal brings roughly 10 employees and about 400 client relationships to Modern Wealth and adds dedicated tax planning and compliance capabilities to the buyer's service offering.

Mariner Wealth Advisors Acquires Hayes Financial, Inc.

December 7, 2022

Financial Services

Mariner Wealth Advisors will acquire San Jose-based Hayes Financial, Inc., a boutique advisory firm serving technology executives with $325 million in assets under advisement (AUA). The acquisition — which will convert Hayes Financial to the Mariner Wealth Advisors brand upon closing on Dec. 16, 2022 — expands Mariner's executive services capabilities and establishes its eleventh California office.

Mariner Acquires Hyre Personal Wealth Advisors

April 30, 2025

Wealth Management

Mariner (Mariner Wealth Advisors) has acquired Hyre Personal Wealth Advisors, adding approximately $325 million in assets under advisement. The deal closed April 30, 2025 and brings five Hyre team members into Mariner’s Columbus office, expanding Mariner’s presence in Ohio.

Wealthspire Advisors Acquires Heron Wealth

March 23, 2023

Financial Services

Wealthspire Advisors LLC, an NFP company, signed an agreement to acquire Heron Financial Group, LLC (dba Heron Wealth), a New York City-based wealth advisory firm managing approximately $300 million in client assets. The acquisition expands Wealthspire's presence in the Northeast and adds Heron's team and capabilities in financial planning, investment advice, and estate planning; the deal was expected to close in early Q2 2023 subject to customary approvals.