IronBridge Wealth Counsel Acquires Cullen Financial Advisors

Waverly Advisors Acquires McBride Financial Advisors

March 13, 2026

Financial Services

Waverly Advisors, a registered investment adviser based in Birmingham, Alabama, acquired McBride Financial Advisors, a Seahurst, Washington-based wealth management firm managing approximately $181 million in assets under management as of year-end 2025. The deal closed on March 13, 2026, and founder Michael McBride joined Waverly as a Wealth Advisor to expand service capabilities while maintaining the firm’s personalized advisory model.

Edelman Financial Engines Acquires Cahill Wealth Management

May 5, 2025

Financial Services

Edelman Financial Engines (EFE) has acquired Cahill Wealth Management, a Kalamazoo, Michigan-based registered investment advisor managing approximately $426 million for 125 clients. The deal expands EFE’s Midwest presence and deepens its capabilities serving executives in the pharmaceutical and life sciences industries; Cahill will be fully integrated under the EFE brand.

CI Financial Acquires Dowling & Yahnke

May 10, 2021

Financial Services

CI Financial Corp. agreed to acquire San Diego-based registered investment advisor Dowling & Yahnke, LLC, which manages approximately US$5.1 billion in assets and serves over 1,300 clients. The deal expands CI's U.S. wealth-management platform and establishes CI's first San Diego location, increasing CI's U.S. assets and presence in southern California; financial terms were not disclosed.

Waverly Advisors Acquires Bridge Creek Capital Management

October 31, 2025

Financial Services

Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Cape Cod-based Bridge Creek Capital Management. The acquisition, which closed October 31, 2025, brings roughly $447 million of AUM onto Waverly’s platform and expands the firm’s presence in Massachusetts as the entire Bridge Creek team joins Waverly.

Credent Wealth Management Acquires TFG Advisors

July 10, 2025

Wealth Management

CX Institutional d/b/a Credent Wealth Management acquired TFG Advisors, a Michigan-based financial advisory firm with approximately $420 million in AUM and roughly 400 clients, adding Auburn Hills and Ann Arbor offices and bringing Credent close to $4.0 billion in AUM. The seven-member TFG team — including principals George Barnhart, Terry Hirsch, and Paul Reile — will join Credent; the deal supports TFG's succession plans and expands Credent's Midwest footprint.

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.