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

New England Private Wealth Advisors Acquires DHK Financial Advisors ($1.6B AUM)

September 3, 2025

Wealth Management

New England Private Wealth Advisors (NEPWA) has acquired DHK Financial Advisors, an RIA based in Portsmouth, New Hampshire, which manages $1.6 billion in assets as of June 30, 2025. The deal expands NEPWA's institutional/OCIO capabilities and geographic footprint across New England, creating a combined firm with nearly $5 billion in assets under management.

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 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.

Wealth Enhancement Group Acquires Peak Financial Services, Inc.

July 9, 2024

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Peak Financial Services, Inc., a hybrid RIA based in Northborough, Massachusetts that oversees more than $123 million in client assets. The deal expands Wealth Enhancement Group's presence in Massachusetts and the Northeast and brings Peak Financial's founder Kevin O'Brien and his team onto Wealth Enhancement's platform.

Wealth Enhancement Acquires Northwest Investment Counselors, LLC

December 31, 2024

Wealth Management

Wealth Enhancement, a national independent wealth management firm with $102.1 billion in client assets, has acquired Northwest Investment Counselors, an independent RIA based in Lake Oswego, Oregon that manages about $673 million in client assets. The transaction, which closed December 31, 2024, expands Wealth Enhancement's presence in the Pacific Northwest and augments its advisory bench and service capabilities.

EP Wealth Advisors Acquires Minot Wealth Management

September 27, 2022

Financial Services

EP Wealth Advisors, a Berkshire Partners-backed registered investment adviser based in Torrance, California, acquired Westwood, Massachusetts-based Minot Wealth Management, a fee-only RIA with approximately $1.1 billion AUM. The deal establishes EP Wealth's East Coast presence and brings Minot's leadership and staff into EP as part of the firm's ongoing national expansion (closed Sept. 23, 2022).