DayMark Wealth Partners Acquires $350M Advisory Team Led by Steve and Emily Rowe
June 25, 2025
DayMark Wealth Partners, a Cincinnati-based RIA managing $3.8 billion, expanded into Florida by adding an advisory team that previously managed $350 million in client assets. The team — led by Steve Rowe and Emily Rowe with offices in Fort Lauderdale and Stuart — joins DayMark to establish a Southeast Florida presence and broaden the firm's high-net-worth wealth management capabilities.
- Buyers
- DayMark Wealth Partners
- Targets
- Advisory team led by Steve Rowe and Emily Rowe (previously affiliated with Wells Fargo / FiNet; Victoria Ricker formerly with Janney Montgomery)
- Industry
- Wealth Management
- Location
- Florida, United States
- Transaction Type
- Addon
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