Integrated Partners Adds Morrison Nordmann Wealth Management

&Partners Adds Mannen Financial Group as 100th Advisor Practice

October 27, 2025

Wealth Management

&Partners, an advisor- and employee-owned wealth management platform, announced that Mannen Financial Group has joined as its 100th advisor practice. The affiliation expands &Partners' footprint while preserving an ownership model that makes advisors owners; the firm now reports approximately $50 billion in pre-hire assets and $350 million in revenue.

Wealthcare Acquires Sommers Financial Management

January 12, 2023

Wealth Management

Wealthcare Advisory Partners LLC, a NewSpring Holdings platform company and technology-enabled full-service RIA, has acquired Sommers Financial Management, a fee-only registered investment advisor founded in 2002. The deal expands Wealthcare's direct advisory footprint and adds advisors located in Scappoose, Oregon and Tucson, Arizona to its network of more than 150 advisors managing roughly $5 billion in AUM.

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 7, 2024

Financial Services

Wealth Enhancement Group has acquired M&R Capital Management, an independent RIA based in Summit, New Jersey that manages over $536 million in client assets. The three-advisor team (plus three support staff) will join Wealth Enhancement Group to access its centralized services and expand the firm's presence in New Jersey.

NorthRock Partners Onboards Martin & Associates ($500M AUM)

January 29, 2026

Wealth Management

NorthRock Partners announced it has onboarded Illinois-based advisory firm Martin & Associates, a five-person team bringing approximately $500 million in assets under management, pushing NorthRock's AUM past $11 billion. The team, previously affiliated with Ameriprise Financial, will transition client relationships onto NorthRock’s Personal Office platform to deepen the firm’s presence in Illinois and expand its wealth management capabilities.

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.

Steward Partners Acquires Moore's Wealth Management

May 21, 2025

Wealth Management

Steward Partners, an employee-owned independent wealth management firm, has acquired Moore's Wealth Management, adding five financial advisors, nine team members in total, and approximately $700 million in client assets to its Legacy Division. The transaction expands Steward Partners' footprint into Gainesville, Georgia, and provides a succession and continuity solution for the Moore family-led team.