NorthRock Partners Onboards Martin & Associates ($500M AUM)

NorthRock Partners Acquires Minkoff Wealth Partners

March 4, 2024

Wealth Management

NorthRock Partners has acquired San Francisco-based Minkoff Wealth Partners and opened its first California office. The deal brings a team of seven advisors and 11 staff and adds more than $700 million in AUM to NorthRock’s roughly $6 billion platform, extending its Personal Office integrated wealth-advice model into the Bay Area.

Integrated Partners Adds Morrison Nordmann Wealth Management

December 16, 2025

Wealth Management

Integrated Partners has added Morrison Nordmann Wealth Management, a Lansing/East Lansing, Michigan-based advisory firm bringing approximately $200 million in client assets onto its RIA platform. The move expands Integrated Partners' presence in Michigan and provides Morrison Nordmann access to the platform's planning, operational and advisor support resources to support growth and serve higher-net-worth clients.

NorthRock Partners Acquires Tony Pondel Advisory Practice

April 8, 2025

Financial Services

NorthRock Partners acquired the advisory practice of veteran advisor Tony Pondel, adding his team to NorthRock’s Chicago-area presence. The deal expands NorthRock’s footprint in the Chicago market and integrates Pondel’s expertise into the firm’s Personal Office wealth management model.

True North Advisors Acquires Clear Rock Advisors

September 17, 2024

Financial Services

True North Advisors, a Dallas-based registered investment adviser with $3.9 billion AUM, has acquired Clear Rock Advisors, a Texas wealth management firm managing approximately $470 million in AUM with offices in Dallas, Austin and Kerrville. The acquisition — True North’s first since entering a strategic growth partnership with Wealth Partners Capital Group and HGGC’s Aspire platform — expands True North’s presence in the Texas market and adds Clear Rock’s private-investor-focused client base.

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 7, 2024

Financial Services

Wealth Enhancement Group has acquired M&R Capital Management, an independent RIA based in Summit, New Jersey that manages over $536 million in client assets. The three-advisor team (plus three support staff) will join Wealth Enhancement Group to access its centralized services and expand the firm's presence in New Jersey.

Lenox Advisors Acquires Martin/Wight & Company, LLC

May 30, 2024

Financial Services

Lenox Advisors, an affiliate of NFP (an Aon company), has acquired Martin/Wight & Company, LLC, a Hunt Valley, Maryland-based insurance and financial services firm that specializes in serving medical professionals. The deal expands Lenox Advisors' footprint in the Mid-Atlantic and brings an $800M Maryland practice and the firm's founders, Brian Martin and Ted Wight, into Lenox as partners.