Plancorp Acquires Regency Investment Advisors

MCF Advisors Acquires Wealth Planning Corporation

February 27, 2026

Wealth Management

MCF Advisors, a Kentucky-based registered investment adviser, acquired Cincinnati-based wealth management firm Wealth Planning Corporation, which oversees about $617 million in assets under management. The deal added a nine-person team to MCF, including President Todd Steinbrink and Vice President of Operations Angela Dietrich, and expanded MCF’s presence in the Greater Cincinnati market. The acquisition closed on February 27, 2026.

LPL Financial Acquires Crown Capital Securities' Wealth Management Business

May 8, 2024

Wealth Management

LPL Financial has closed its acquisition of the wealth management business of Crown Capital Securities, L.P., a full-service broker-dealer and registered investment advisor based in Orange County, California. Approximately 125 advisors representing about $1.3 billion of brokerage and advisory assets have been onboarded to LPL as of May 8, 2024, with roughly $3.7 billion expected to transfer in the coming months.

Mercer Advisors Acquires Empyrion Wealth Management

January 10, 2023

Financial Services

Mercer Advisors, a PE-backed national Registered Investment Adviser headquartered in Denver, has acquired Empyrion Wealth Management, a Roseville, California-based wealth management firm led by founder Kimberly Foss. Empyrion serves ~90 clients with approximately $250 million AUM; the practice was represented by Republic Capital Group and will join Mercer’s platform to gain scale and expanded back-office capabilities.

Wealthspire Advisors Acquires Walden Wealth Partners

May 18, 2024

Wealth Management

Wealthspire Advisors, an independent registered investment advisor, has entered an agreement to acquire Walden Wealth Partners, a registered investment advisor firm in the Cleveland metro area (Beachwood, Ohio). The deal adds roughly $420 million in assets under management and expands Wealthspire’s presence in the Midwest by adding a location in the Cleveland metro area.

Mercer Advisors Acquires Family Wealth Planning Group

August 1, 2025

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Family Wealth Planning Group and its affiliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing approximately $1.2 billion in client assets. The deal expands Mercer’s presence in Southern Florida and adds wealth, tax and estate planning capabilities while retaining the nine-member Family Wealth team.

Cambridge Investment Research Acquires WealthPlanners, LLC

March 26, 2026

Financial Services

Cambridge Investment Research, Inc. has acquired WealthPlanners, LLC, a wealth planning and benefits consulting firm based in Des Plaines, Illinois, as part of its advisor continuity and succession strategy. Following the deal, WealthPlanners will integrate into a newly formed Cambridge-employed advisory group (Cambridge WealthPlanners) led by former WealthPlanners owner Denny Gustin-Piazza.