Citizens Financial Group Acquires Bradley Wealth Partners
November 21, 2025
Citizens Financial Group has acquired Bradley Wealth Partners, a Newport Beach-based advisory team that previously managed $880 million in client assets, and integrated the team's advisors into Citizens Private Wealth. The move expands Citizens' private wealth footprint in Southern California and strengthens its capabilities serving next-generation and ultra-high-net-worth clients.
- Buyers
- Citizens Financial Group
- Targets
- Bradley Wealth Partners
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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