Defined Financial Planning Acquires Annadel Capital

Mariner Wealth Advisors Acquires Defined Financial Planning

October 31, 2025

Financial Services

Mariner Wealth Advisors has acquired Defined Financial Planning, a San Rafael, California–based registered investment adviser with approximately $164 million in assets under advisement. The acquisition, which closed Oct. 31, 2025, expands Mariner's West Coast footprint and brings a three-person team into Mariner's national advisory platform.

Creative Planning Acquires Paradigm Financial Advisors

February 1, 2022

Wealth Management

Creative Planning, a large independent wealth management firm, has acquired Paradigm Financial Advisors, a St. Louis-area fee-only RIA managing over $600 million in AUM. Paradigm's owner Jim Reding becomes an equity partner and will serve as Managing Director of Creative Planning’s new St. Louis office; Creative Planning plans to leverage Paradigm’s advanced planning expertise to expand its high-net-worth services in the Midwest.

Bluespring Wealth Partners Acquires Capital Planning Advisors

December 9, 2021

Wealth Management

Bluespring Wealth Partners, a subsidiary of Kestra Holdings, has acquired Capital Planning Advisors, a Roseville and Walnut Creek, California-based wealth management firm overseeing over $1.1 billion in client assets. The deal expands Bluespring's West Coast presence while keeping the Capital Planning Advisors leadership and advisor team in place to support continued client service and growth.

Modern Wealth Management Acquires Wade Financial Advisory and Planned Asset Management

April 9, 2025

Wealth Management

Modern Wealth Management has completed the acquisition of Wade Financial Advisory and expects to close on the acquisition of Planned Asset Management, adding roughly $1 billion in AUM and bringing Modern Wealth's assets under management to over $7 billion. The deals establish Modern Wealth's first client-facing offices in California, integrate Wade Financial's tax planning business into Modern Wealth's tax platform, and support a leadership succession plan at Planned Asset Management.

Creative Planning Acquires Thun Financial Advisors

July 14, 2020

Wealth Management

Creative Planning, a large independent wealth management firm, has acquired Thun Financial Advisors, a Registered Investment Adviser that manages about $600 million in client assets. The deal strengthens Creative Planning’s ability to serve U.S. citizens living and working overseas by adding Thun’s cross-border advisory expertise to its offering.

Beacon Pointe Advisors Acquires Sensible Financial Planning

October 1, 2025

Financial Services

Beacon Pointe Advisors has acquired Sensible Financial Planning, a Waltham, Massachusetts-based wealth management firm with approximately $944 million in AUM. The acquisition, which closed October 1, 2025, expands Beacon Pointe's Boston-area presence and brings the firm's total assets under advisement to roughly $54 billion while preserving Sensible Financial's team and offices.