Apella Wealth Acquires Longview Financial Advisors

Apella Wealth Acquires Financial Connections Group to Expand West Coast Presence

April 1, 2026

Wealth Management

Apella Wealth acquired Financial Connections Group, a fee-only fiduciary wealth management firm headquartered in Larkspur, California, in order to strengthen its West Coast footprint and expand planning expertise. The deal closed on April 1, 2026, adding about $625 million in client assets and bringing Apella’s AUM to approximately $10.5 billion.

EP Wealth Advisors Acquires LongView Asset Management

February 6, 2026

Wealth Management

EP Wealth Advisors has partnered with and acquired LongView Asset Management, a Santa Fe-based RIA, adding more than $390 million in AUM and expanding EP Wealth's presence in New Mexico. LongView founder David Cantor and seven team members will join EP Wealth, and the move is intended to broaden the firm's planning and advisory capabilities for LongView's clients.

Apella Wealth Acquires Park Piedmont Advisors

August 29, 2025

Financial Services

Apella Wealth has acquired Park Piedmont Advisors, a fee-only advisory firm led by brothers Nick and Tom Levinson, adding over $1 billion in AUM and establishing Apella’s presence in Chicago. The deal is an add-on to Apella’s platform (which is partnered with Wealth Partners Capital Group) and expands Apella’s national footprint and resources for Park Piedmont’s clients.

Apella Wealth Acquires Young Wealth Management

December 13, 2024

Financial Services

Apella Wealth, a national RIA headquartered in West Hartford, Connecticut, has acquired Young Wealth Management, a Davis, California-based registered investment adviser with $144 million in AUM. The deal, which closed December 13, 2024, expands Apella's West Coast presence and is the firm’s twentieth acquisition and ninth since partnering with Wealth Partners Capital Group.

Apella Wealth Acquires Barker Financial Group, Inc.

December 6, 2024

Financial Services

Apella Wealth, a West Hartford, Connecticut–based registered investment advisor, has acquired Barker Financial Group, Inc., an RIA based in Topsfield, Massachusetts that brings $218 million in AUM. The add-on deal, Apella's nineteenth and its eighth since partnering with Wealth Partners Capital Group, closed on December 6, 2024 and establishes Apella's presence in Topsfield while expanding its regional financial planning and investment management capabilities.

insightsoftware Acquires Longview Solutions

February 20, 2020

Software

insightsoftware acquired Longview (Longview Solutions), a Toronto/Markham-based provider of financial planning, consolidation, and tax software, on February 20, 2020. The deal expands insightsoftware's Office of the CFO offerings by adding Longview's planning, consolidation, and corporate tax capabilities and broadening its global customer base; terms were not disclosed.