Robertson Stephens Acquires Ratio Wealth Group

Robertson Stephens Acquires Three Points Financial

May 28, 2024

Financial Services

Robertson Stephens Wealth Management has added Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets, and established a new Colorado Springs office. Mary Alpers, founder of Three Points Financial, joins Robertson Stephens as Managing Director & Principal, bringing her team and client relationships to the firm to expand Robertson Stephens' presence in Colorado.

Robertson Stephens Acquires CAFG Private Wealth

October 8, 2024

Wealth Management

Robertson Stephens Wealth Management has acquired CAFG Private Wealth, a registered investment advisor managing over $240 million in assets. Tom Chernesky and his team join Robertson Stephens as the firm opens its first Greater Chicago office, marking Robertson Stephens' fifth acquisition of 2024 and bringing its assets under management to over $7 billion.

Wealth Enhancement Group Acquires Ryan Financial, Inc.

July 6, 2023

Wealth Management

Wealth Enhancement Group, a national independent wealth management firm, acquired Ryan Financial, Inc., a hybrid RIA based in Denver that oversees more than $200 million in client assets. The acquisition expands Wealth Enhancement Group’s presence in the Denver metro area and brings Ryan Financial’s retirement-plan and financial planning capabilities into Wealth Enhancement’s Roundtable platform.

Mathis Wealth Management Acquires RH Wealth Advisors

May 1, 2024

Wealth Management

Mathis Wealth Management, a Phoenix-based financial planning and wealth management firm, has acquired RH Wealth Advisors, a Ventura, California wealth management practice. The transaction expands Mathis's geographic footprint into California and aims to ensure continuity of service for RH Wealth Advisors' clients; financial terms and seller details were not disclosed.

Wealth Enhancement Group Acquires Bohmer Kilcoyne Wealth Management

September 29, 2022

Financial Services

Wealth Enhancement Group has acquired Bohmer Kilcoyne Wealth Management, a Cincinnati-based hybrid RIA that oversees approximately $677 million in client assets. The addition of the Bohmer Kilcoyne team (three advisors and five support staff) brings Wealth Enhancement Group's total client assets to more than $57.3 billion and expands the firm's presence in a key Midwest-to-East Coast market.

Mercer Advisors Acquires Lewis Wealth Management

May 8, 2025

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors), a national RIA, has acquired Denver-based Lewis Wealth Management, LLC, an advisory firm led by Austin Lewis that manages roughly $75 million in client assets. The deal expands Mercer’s footprint and client assets in the Denver area while providing a succession plan and access to Mercer’s broader family office and back‑office capabilities.