Modera Wealth Management Acquires Bernhardt Wealth Management (McLean, VA)
November 22, 2022
Modera Wealth Management expanded into Northern Virginia by acquiring the Bernhardt Wealth Management team in November 2022. The entire Bernhardt team (including Gordon Bernhardt, Tim Koehl and Solon Vlasto) joined Modera to strengthen Modera’s fee-only wealth management footprint and client service capabilities in Virginia.
- Targets
- Bernhardt Wealth Management
- Industry
- Wealth Management
- Location
- Virginia, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
Modera Wealth Management Completes Acquisition of Northstar Financial Planners
June 18, 2026
Financial Services
Modera Wealth Management completed a transaction with Northstar Financial Planners, adding $311.6 million in assets under management and expanding Modera’s footprint in Florida. The deal brings Northstar’s team into Modera’s national wealth management platform, with Northstar founder Allen Giese joining Modera as a wealth manager and principal.
-
Modera Wealth Management Acquires Ferrentino & Associates
September 3, 2025
Accounting & Tax
Modera Wealth Management announced it has acquired Ferrentino & Associates, a New Jersey-based accounting firm led by Gary Ferrentino, to expand Modera’s in-house tax capabilities. Gary Ferrentino and his team will join Modera’s tax group—strengthening the firm’s tax planning, preparation, and consulting services for high-net-worth individuals, small business owners, estates, and trusts.
-
Modera Wealth Management Acquires Bay Point Wealth
November 21, 2024
Financial Services
Modera Wealth Management, a fee-only comprehensive wealth management firm, announced its acquisition of Bay Point Wealth, a registered investment adviser with offices in Annapolis and Stevensville, Maryland. Bay Point Wealth’s founder and principal said transferring ownership to Modera will enhance capabilities and improve services for Bay Point’s clients.
-
Mercer Global Advisors Acquires Benchmark Wealth Management
September 3, 2024
Financial Services
Mercer Global Advisors (Mercer Advisors) has acquired Benchmark Wealth Management, a Registered Investment Adviser based in Old Lyme, Connecticut that oversees approximately $412 million in assets for more than 300 primarily high-net-worth clients. The deal expands Mercer’s presence in Connecticut and the Northeast while adding Benchmark’s high-net-worth financial planning and wealth management capabilities to Mercer’s national RIA platform.
-
Mercer Advisors Acquires RMR Wealth Advisors, LLC
June 5, 2023
Financial Services
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired RMR Wealth Advisors, LLC, a Madison, Wisconsin-based wealth management firm founded in 2009. The deal brings RMR’s team, approximately $350 million in AUM and ~150 clients into Mercer’s national RIA platform to expand Mercer’s family office and wealth management capabilities.
-
Modera Wealth Management Acquires Parsec Financial
May 1, 2023
Wealth Management
Modera Wealth Management has acquired the Parsec Financial team, bringing Parsec's Asheville-based advisory practice into Modera and creating a combined firm with over $10.5 billion AUM and more than 180 employees across 14 East Coast offices. The transaction was completed with backing from Modera's existing minority equity partner, TRIA Capital Partners; Parsec leadership will take senior roles within Modera.
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.