Uniting Wealth Partners Adds Rick and Alecia Dougherty's $235M AUM Practice
September 21, 2025
Uniting Wealth Partners, an RIA succession incubator supported by the Wealth Advisor Growth Network, announced that Rick and Alecia Dougherty have joined the firm, bringing their Rochester-based financial advisory practice and $235 million in AUM. The move gives the Doughertys majority ownership of their practice and access to UWP's holding company resources to drive operational efficiencies, broaden services, and support succession planning.
- Buyers
- Uniting Wealth Partners
- Targets
- Dougherty & Associates Financial Advisors (Rick and Alecia Dougherty practice)
- Platforms
- Uniting Wealth Partners
- Industry
- Wealth Management
- Location
- New York, United States
- Transaction Type
- Addon
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