Dakota Wealth Management Acquires C2C Wealth Management

Dakota Wealth Management Acquires Ledge Wealth Management

January 3, 2024

Wealth Management

Dakota Wealth Management has agreed to acquire Ledge Wealth Management, Inc., a registered investment advisor based in Sartell, Minnesota that manages roughly $400 million of client assets and advises on an additional $200 million through its 401(k) advisory business. The deal expands Dakota Wealth's AUM to about $4.9 billion and brings Ledge founder Kurt Durrwachter, COO Gina K. Bartell and six associates into Dakota's team.

Dakota Wealth Management Acquires JMG Wealth Management Group

November 1, 2023

Wealth Management

Dakota Wealth Management has agreed to acquire JMG Wealth Management Group, an independent advisory firm that manages roughly $300 million across offices in Mechanicsburg, Pennsylvania and Hilton Head Island, South Carolina. The deal gives Dakota its second Pennsylvania office and first South Carolina presence, brings the JMG leadership team into Dakota as managing directors, and pushes Dakota's assets under management toward the $4 billion mark.

World Investment Advisors Acquires TCG Wealth Management

November 10, 2025

Wealth Management

World Investment Advisors has acquired TCG Wealth Management, a Nashua, New Hampshire-based wealth management firm overseeing approximately $140 million in client assets. TCG will join World’s Boston Harbor Wealth Advisors branch, retaining its brand while gaining access to broader investment platforms, technology and operational support to strengthen World’s presence across New England and support advisor succession planning.

Wealth Enhancement Group Acquires CJM Wealth Management

September 1, 2020

Financial Services

Wealth Enhancement Group, a Minneapolis-based independent wealth management firm overseeing roughly $19.4 billion in client assets, has acquired CJM Wealth Management, a Deer Park, New York registered investment adviser with about $440–446 million in client assets. The deal (closed Sept. 1, 2020) expands Wealth Enhancement Group’s presence in the New York metro (its third NY location and fifth in the Tri-State area); financial terms were not disclosed.

MAI Capital Management Acquires Madison Wealth Management

January 8, 2024

Wealth Management

MAI Capital Management acquired Madison Wealth Management, adding approximately $1.4 billion of client assets under management and expanding MAI’s presence in Cincinnati and Northern Virginia. The Madison team will join MAI effective January 5, with Madison leaders Ed Kuresman and Jim McDermott assuming Regional President roles; terms were not disclosed.

CAPTRUST Acquires Carolinas Investment Consulting (CIC)

March 5, 2025

Wealth Management

CAPTRUST Financial Advisors has acquired Carolinas Investment Consulting (doing business as Carolinas Wealth Consulting), a Charlotte-based registered investment advisor overseeing about $1.4 billion in client assets and a 20-person team. CIC will adopt the CAPTRUST brand, close its broker/dealer and move accounts to CAPTRUST's broker/dealer (pending regulatory approval); the deal establishes CAPTRUST's second Charlotte location.