Earned Wealth Acquires Chahal & Associates

Earned Acquires Schwartz & Schwartz PC

August 4, 2025

Accounting & Tax

New York-based Earned, a tech-enabled financial services firm for healthcare professionals, has acquired Boston-area accounting and tax firm Schwartz & Schwartz PC to establish an East Coast footprint. The acquisition expands Earned's integrated wealth, tax, retirement and practice services offering to dental and other healthcare practices in the greater Boston market.

Mercer Advisors Acquires Eagle Wealth Management and Eagle Wealth Accounting

September 2, 2025

Financial Services

Mercer Global Advisors, a Denver-based national RIA, has acquired Bend, Oregon-based Eagle Wealth Management and its Eagle Wealth Accounting tax practice. The deal brings roughly $350 million in AUM and a 10-person team into Mercer’s platform, strengthening the firm’s presence in central Oregon and expanding its tax and wealth-planning capabilities.

Earned Acquires OJM Group

December 9, 2025

Financial Services

Earned, a PE-backed wealth management platform focused on healthcare professionals, has acquired OJM Group, a Cincinnati-based registered investment adviser serving physicians and high-net-worth clients. The deal adds nearly $1 billion in assets under management and brings OJM's ~12-person team onto Earned's platform, further expanding Earned's integrated services for medical professionals.

Allworth Financial Acquires CCA, LLP

November 19, 2024

Accounting & Tax

Allworth Financial has acquired CCA, LLP, a Pleasant Hill, California-based tax-focused CPA firm with a team of 25 tax professionals. The acquisition expands Allworth's in-house tax capabilities and strengthens its Northern California/Bay Area footprint.

Pivotal Acquires Byerly & Associates

November 3, 2022

Accounting & Tax

Pivotal, a tech-enabled advisory, accounting, and tax firm, has acquired Byerly & Associates and will combine the teams in Auburn, Alabama. The deal brings Richard Byerly and his Auburn-based professional team into Pivotal, expanding the combined firm's professional practice services and presence in the chiropractic vertical.

EP Wealth Advisors Acquires Warren Financial Services & Associates

November 29, 2022

Wealth Management

EP Wealth Advisors, a PE-backed independent registered investment adviser, has acquired Warren Financial Services & Associates, a Philadelphia-area wealth advisory firm. The deal closed Nov. 29, 2022, adds roughly $274 million in AUM and brings the Warren team (founder Randall Warren plus four advisors and four support staff) into EP Wealth's platform as part of its continued geographic expansion on the East Coast.