Align Impact Acquires Wealth Advisory Business of Conscious Endeavors

Wealth Enhancement Acquires Arbor Capital Management Investment Advisory Business

September 3, 2026

Financial Services

Wealth Enhancement acquired the investment advisory business of Arbor Capital Management, an independent RIA with offices in Anchorage and Fairbanks, Alaska. The deal establishes Wealth Enhancement’s first Alaska location and adds a team managing more than $345 million in client assets, with the transaction closing on August 31, 2026.

Wealth Enhancement Acquires Guidance Wealth (Elkhart, IN)

November 6, 2025

Wealth Management

Wealth Enhancement has acquired Guidance Wealth, an independent registered investment advisor based in Elkhart, Indiana that oversees approximately $165 million in client assets. The acquisition closed on October 31, 2025 and increases Wealth Enhancement's total client assets to more than $125.1 billion while bringing the Guidance Wealth advisory team onto Wealth Enhancement's national platform.

Edelman Financial Engines Acquires Align Wealth Management

October 3, 2023

Financial Services

Edelman Financial Engines has acquired Align Wealth Management, a Registered Investment Advisor headquartered in Oklahoma City that manages approximately $425 million for nearly 360 clients. The deal expands Edelman Financial Engines' advisor network and planner capacity in the Oklahoma and Florida markets while giving Align's team access to broader back-office support and national capabilities.

RF Investment Partners Makes Minority Recapitalization Investment in Conscious Leadership

March 10, 2022

Professional Services

RF Investment Partners completed a minority recapitalization investment in Conscious Leadership, a provider of leadership development services and the operator of the Leadership Circle platform. The capital and partnership are intended to accelerate growth and expand Conscious Leadership's reach and capabilities.

EP Wealth Advisors Acquires Mindful Money

January 4, 2022

Financial Services

EP Wealth Advisors, a Torrance-based registered investment adviser, has acquired Berkeley-based Mindful Money, expanding EP Wealth's presence in the San Francisco Bay Area. The deal brings the Mindful Money team (including founder Jonathan DeYoe) into EP Wealth and increases EP Wealth's assets under management by more than $346 million.

Concurrent Acquires WealthEngage Advisory Team

May 19, 2020

Financial Services

Concurrent, an advisor-owned partnership affiliated with Raymond James, has acquired the WealthEngage advisory team led by founder Eddy Augsten. Eddy Augsten and Andrew Gartrell will join Concurrent in senior roles to support practice management and accelerate growth for independent advisors.