Aspen Standard Wealth Acquires BlueSky Wealth Advisors (Billion AUM RIA)

Aspen Standard Wealth Acquires SKY Investment Group

July 13, 2025

Wealth Management

Aspen Standard Wealth has acquired SKY Investment Group, a Hartford-based RIA managing $880 million in AUM. The deal adds SKY to Aspen's growing platform of partner RIAs and provides long-term capital, infrastructure and support while preserving SKY's identity and leadership.

Aspen Standard Wealth Acquires Summitry ( $2.8B AUM )

November 4, 2024

Wealth Management

Aspen Standard Wealth, a permanent RIA partnership backed by Alpine Investors, has acquired Summitry, a San Francisco Bay Area registered investment adviser with $2.8 billion in AUM. The deal brings Summitry into Aspen’s long-term, non-resale partnership model to support growth, people development, and continued client service.

Aspen Standard Wealth Acquires New England Private Wealth Advisors (NEPWA)

April 8, 2025

Financial Services

Aspen Standard Wealth has acquired New England Private Wealth Advisors (NEPWA), a Wellesley/Boston-based fee-only RIA with $2.9 billion in assets under management as of 12/31/2024. The deal brings NEPWA onto Aspen’s perpetual RIA platform to support growth while preserving NEPWA’s brand and client-focused advisory model.

Aspen Standard Wealth Acquires MG Financial ( $1.1B AUM )

August 7, 2025

Wealth Management

Aspen Standard Wealth has acquired MG Financial, a Braintree, Massachusetts–based registered investment advisor with $1.1 billion in assets under management. The deal is the fourth acquisition for Aspen since launching in late 2024 and expands its permanent-platform model that preserves acquired RIAs’ identities while supporting growth.

Bluespring Wealth Partners Acquires Signature Wealth

November 6, 2025

Financial Services

Bluespring Wealth Partners has acquired Pittsburgh-based Signature Wealth, an RIA overseeing approximately $1.41 billion in client assets. The deal advances Bluespring's national expansion while providing Signature Wealth with scale, back-office capabilities, and continuity planning.

Summitry Acquires Vantage Wealth (RIA) for $721 Million AUM

February 8, 2026

Financial Services

Summitry, a Bay Area wealth management firm, acquired Vantage Wealth, a Pasadena, California registered investment advisor with $721 million in AUM (as of February 8, 2026). The deal is intended to strengthen Summitry’s Southern California presence and expand the suite of tailored wealth management capabilities available to clients.