Mission Wealth Completes Strategic Mergers With Two Independent Wealth Advisory Firms
May 1, 2026
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.
- Buyers
- Mission Wealth
- Targets
- Independent wealth advisory firm(s) in Southern California, Independent wealth advisory firm(s) in the Pacific Northwest
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Addon
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Related Acquisitions
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Mission Wealth Announces Merger with PBL Wealth Management
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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.
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Mission Wealth Acquires Diversified Asset Management (Boulder)
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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.
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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.
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Great Hill Partners Makes Minority Investment in Mission Wealth
May 5, 2025
Wealth Management
Great Hill Partners has made a minority growth investment in Mission Wealth, a Santa Barbara-based wealth management firm. The capital will support Mission Wealth's national expansion, technology investments, and M&A/integration efforts while the firm remains majority employee-owned.
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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.
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Mission Wealth Acquires Logic Capital Management
January 28, 2025
Financial Services
Mission Wealth has merged with Houston-based Logic Capital Management, bringing Logic’s founder Toby Whitby and key advisors into Mission Wealth as equity partners. The deal expands Mission Wealth’s presence in Houston, adds roughly $400M of assets under management to the platform, and raises Mission Wealth’s total AUM to over $10.6 billion.
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