Coldstream Wealth Management Acquires Harrison Berkman Claypool & Guard and HBC Financial Services
January 9, 2025
Coldstream Wealth Management announced that Seattle-based Harrison Berkman Claypool & Guard (HBCG) and HBC Financial Services (HBC) are joining Coldstream, bringing approximately $500 million in assets under advisement and increasing Coldstream's total AUA to $11.1 billion. The combination strengthens Coldstream’s Tax & Consulting capabilities and continues its Pacific Northwest expansion while the joining firms remain independently operated and employee-owned.
- Buyers
- Coldstream Wealth Management
- Targets
- Harrison Berkman Claypool & Guard, HBC Financial Services
- Industry
- Financial Services
- Location
- Washington, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
CW Advisors Acquires Capital Management Services and CHB Investment Group
September 3, 2025
Financial Services
CW Advisors, an SEC‑registered investment advisor and subsidiary of Osaic, has acquired two Pennsylvania RIAs — Capital Management Services (CMS) and CHB Investment Group — adding $575 million in assets under management. The deals expand CW Advisors’ presence in Pennsylvania and increase its AUM to approximately $14.5 billion; terms were not disclosed.
-
Bluespring Wealth Partners Acquires Halcyon Wealth Advisors; Halcyon Merges into LifeBridge Financial Group
July 22, 2025
Financial Services
Bluespring Wealth Partners has acquired Halcyon Wealth Advisors, a Kestra-affiliated RIA overseeing $364 million in AUM, and merged the firm into existing Bluespring portfolio company LifeBridge Financial Group. The deal expands LifeBridge's footprint into the Dallas–Fort Worth market (Halcyon is based in Irving, Texas) and broadens the combined firm's network of advisors across Texas.
-
Coldstream Combines with Cable Hill Partners
June 1, 2025
Wealth Management
Coldstream has combined with Cable Hill Partners, a Portland, Oregon-based registered investment advisor managing approximately $2 billion in client assets. The Cable Hill team of 29 professionals will become shareholders of Coldstream as part of the partnership, enhancing Coldstream's retirement plan capabilities and expanding its presence in the Portland market; the transaction closed June 1 with terms undisclosed.
-
Mariner Wealth Advisors Acquires Heber Fuger Wendin Investment Advisors
August 2, 2022
Wealth Management
Mariner Wealth Advisors acquired Bloomfield Hills-based Heber Fuger Wendin Investment Advisors (HFW) at the end of July 2022. The acquisition expands Mariner's client roster and capabilities by adding HFW's niche advisory services for community banks and credit unions and its $8.6 billion in AUM, while HFW staff remain in place under the Mariner name.
-
Mercer Advisors Acquires Harrison & Company Wealth Management, LLC
July 7, 2022
Financial Services
Mercer Advisors, a national Registered Investment Adviser, has acquired Harrison & Company Wealth Management, LLC, a Roanoke, Virginia-based wealth management firm that serves approximately 120 clients with about $150 million in AUM. The Harrison team, led by Bruce H. Harrison and Ian A. Hamre, will join Mercer Advisors as the deal expands Mercer’s East Coast presence and adds in-house family office and back-office capabilities.
-
CI Financial Acquires Segall Bryant & Hamill
January 25, 2021
Financial Services
CI Financial Corp. agreed to acquire Chicago-based Segall Bryant & Hamill, a high-net-worth-focused registered investment advisor and institutional asset manager with roughly US$23 billion in assets and about 122 employees. The acquisition expands CI's U.S. wealth management footprint and enhances its institutional and alternative investment capabilities as part of its cross-border growth strategy.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.