WiserAdvisor Acquires Indyfin

Datos Insights Acquires Wise Insights

June 25, 2024

Data & Analytics

Datos Insights, a Boston-based research and advisory firm, has acquired Wise Insights, a US-focused research and data firm that provides benchmarking and advisory services to bank wealth managers, trust companies and multi-family offices. The acquisition expands Datos' wealth-management benchmarking and advisory capabilities to deliver broader data-driven guidance to financial-services clients.

Advisor Group Acquires Infinex Financial Holdings

May 19, 2022

Financial Services

Advisor Group has signed a definitive agreement to acquire Infinex Financial Holdings, the holding company of a broker-dealer that supports banks, credit unions and institution-based advisors. Infinex, headquartered in Meriden, Connecticut, oversees roughly $30 billion in client assets and more than 750 financial professionals; the deal expands Advisor Group's presence in the financial institution channel and is subject to FINRA and other regulatory approvals.

Wealthspire Advisors Acquires Sage Financial Advisors

November 29, 2022

Wealth Management

Wealthspire Advisors LLC (an NFP company) signed an agreement to acquire Sage Financial Advisors, Inc., a Nevada-based registered investment advisor that manages approximately $194 million in assets and maintains an office in Reno. The deal expands Wealthspire’s presence in the western U.S.; the transaction is expected to close in Q4 2022, subject to customary approvals.

Waverly Advisors Acquires Prosper Financial Advisers

November 10, 2023

Wealth Management

Waverly Advisors, a fee-only registered investment adviser backed by Wealth Partners Capital Group and HGGC’s Aspire platform, has acquired Prosper Financial Advisers of St. Petersburg, Florida. The deal closed on November 10, 2023, adds approximately $146 million of AUM to Waverly (bringing total AUM to about $7.7 billion) and brings founder Rhonda Holifield and her all-female team into Waverly to expand the firm’s Florida presence.

Waverly Advisors Acquires Fiduciary Wealth Advisors

April 4, 2025

Financial Services

Waverly Advisors, a PE-backed RIA based in Birmingham, Alabama, has acquired Fiduciary Wealth Advisors (FWA), a Sarasota, Florida-based wealth management firm founded by Scott Collins. The deal closed April 4, 2025 and adds approximately $110 million of AUM while expanding Waverly's presence in Southwest Florida.

Waverly Advisors Acquires StrategIQ Financial Group

January 1, 2024

Wealth Management

Waverly Advisors, a Birmingham-based registered investment adviser, has acquired the investment advisory business assets of StrategIQ Financial Group, a Merrillville, Indiana RIA. The add-on deal increases Waverly's AUM by approximately $1.5 billion, expands its footprint into Illinois and Indiana, and is the firm's largest acquisition since beginning an M&A growth strategy.