Apella Wealth Acquires Independence Wealth Advisors

Apella Wealth Acquires Young Wealth Management

December 13, 2024

Financial Services

Apella Wealth, a national RIA headquartered in West Hartford, Connecticut, has acquired Young Wealth Management, a Davis, California-based registered investment adviser with $144 million in AUM. The deal, which closed December 13, 2024, expands Apella's West Coast presence and is the firm’s twentieth acquisition and ninth since partnering with Wealth Partners Capital Group.

Apella Wealth Acquires Park Piedmont Advisors

August 29, 2025

Financial Services

Apella Wealth has acquired Park Piedmont Advisors, a fee-only advisory firm led by brothers Nick and Tom Levinson, adding over $1 billion in AUM and establishing Apella’s presence in Chicago. The deal is an add-on to Apella’s platform (which is partnered with Wealth Partners Capital Group) and expands Apella’s national footprint and resources for Park Piedmont’s clients.

Apella Wealth Acquires Barker Financial Group, Inc.

December 6, 2024

Financial Services

Apella Wealth, a West Hartford, Connecticut–based registered investment advisor, has acquired Barker Financial Group, Inc., an RIA based in Topsfield, Massachusetts that brings $218 million in AUM. The add-on deal, Apella's nineteenth and its eighth since partnering with Wealth Partners Capital Group, closed on December 6, 2024 and establishes Apella's presence in Topsfield while expanding its regional financial planning and investment management capabilities.

Wealth Enhancement Acquires Guidance Wealth (Elkhart, IN)

November 6, 2025

Wealth Management

Wealth Enhancement has acquired Guidance Wealth, an independent registered investment advisor based in Elkhart, Indiana that oversees approximately $165 million in client assets. The acquisition closed on October 31, 2025 and increases Wealth Enhancement's total client assets to more than $125.1 billion while bringing the Guidance Wealth advisory team onto Wealth Enhancement's national platform.

Apella Wealth Acquires Marrella Private Wealth

January 1, 2021

Wealth Management

Apella Wealth announced it has added Marrella Private Wealth to its firm, bringing approximately $518 million in AUM and expanding Apella’s East Coast presence. Marrella, headquartered in Wyomissing, Pennsylvania, will join Apella’s platform to provide comprehensive financial planning and investment management services; financial terms were not disclosed.

Sanctuary Wealth Acquires tru Independence

May 1, 2024

Financial Services

Sanctuary Wealth has acquired tru Independence, a Portland-based firm that supports 30 RIA firms managing $12.5 billion in client assets. The combination expands Sanctuary's multi-model platform for independent wealth advisors and brings additional capabilities and affiliation options to elite financial advisors across the RIA channel.