Mission Wealth Acquires Logic Capital Management

Mission Wealth Completes Strategic Mergers With Two Independent Wealth Advisory Firms

May 1, 2026

Wealth Management

Mission Wealth has completed two strategic mergers with independent wealth advisory firms, finalized in May 2026. The acquired firms are based in Southern California and the Pacific Northwest and add more than $1 billion in combined assets under management, along with investment management, tax planning, estate planning, and multigenerational wealth planning capabilities.

Mission Wealth Announces Merger with PBL Wealth Management

February 6, 2026

Wealth Management

Mission Wealth Management, LP has merged with Austin-based PBL Wealth Management, LLC; PBL founder Adam Broughton joins Mission Wealth as a Partner and Senior Wealth Advisor. The deal expands Mission Wealth's presence in Texas and integrates PBL's tax-aware planning and educational resources into Mission Wealth's national RIA platform.

Mission Wealth Acquires Diversified Asset Management (Boulder)

October 1, 2025

Wealth Management

Mission Wealth Management, LP has announced a strategic merger with Diversified Asset Management, Inc., a Boulder, Colorado-based wealth management firm led by Robert J. Pyle and his son Matthew. The deal expands Mission Wealth's presence in Colorado and brings the Pyles into Mission Wealth's national wealth management platform.

Mission Wealth Merges with Hamilton Walker Advisers

August 19, 2025

Wealth Management

Mission Wealth Management, LP has merged with Hamilton Walker Advisers, a San Francisco–based financial planning firm. The deal expands Mission Wealth's presence in the Bay Area and brings Hamilton Walker's founder, Sarah Hamilton, into Mission Wealth as the firm's 54th equity partner.

Balfour Capital Group Acquires Market Logic Network LLC

April 12, 2025

Data & Analytics

Balfour Capital Group has acquired Market Logic Network LLC, a marketing intelligence and automation firm operating in the United States, Italy, and Spain. The acquisition strengthens Balfour's technology and analytics capabilities—supporting predictive analytics, CRM integration and automation—to accelerate its global fintech and wealth-management platform ahead of an anticipated IPO.

Mission Wealth Merges with Brown Wealth Management

April 1, 2025

Financial Services

Mission Wealth Management, LP has merged with Brown Wealth Management, a Minneapolis-area advisory firm that oversees more than $204 million in client assets. The deal expands Mission Wealth’s Midwest footprint and brings Brown Wealth founder Timothy Brown and his team into Mission Wealth as equity partners.