Aspen Standard Wealth Acquires SKY Investment Group

Aspen Standard Wealth Acquires Summitry ( $2.8B AUM )

November 4, 2024

Wealth Management

Aspen Standard Wealth, a permanent RIA partnership backed by Alpine Investors, has acquired Summitry, a San Francisco Bay Area registered investment adviser with $2.8 billion in AUM. The deal brings Summitry into Aspen’s long-term, non-resale partnership model to support growth, people development, and continued client service.

Aspen Standard Wealth Acquires MG Financial ( $1.1B AUM )

August 7, 2025

Wealth Management

Aspen Standard Wealth has acquired MG Financial, a Braintree, Massachusetts–based registered investment advisor with $1.1 billion in assets under management. The deal is the fourth acquisition for Aspen since launching in late 2024 and expands its permanent-platform model that preserves acquired RIAs’ identities while supporting growth.

Aspen Standard Wealth Acquires New England Private Wealth Advisors (NEPWA)

April 8, 2025

Financial Services

Aspen Standard Wealth has acquired New England Private Wealth Advisors (NEPWA), a Wellesley/Boston-based fee-only RIA with $2.9 billion in assets under management as of 12/31/2024. The deal brings NEPWA onto Aspen’s perpetual RIA platform to support growth while preserving NEPWA’s brand and client-focused advisory model.

Arax Investment Partners Acquires Summit Wealth Strategies

August 5, 2025

Wealth Management

Arax Investment Partners, a RedBird-backed wealth-management platform, has acquired Summit Wealth Strategies, a Chesterfield, Missouri–based registered investment advisor with $1 billion in assets under management. Summit will join Arax Advisory Partners to expand Arax's Midwest presence; financial terms were not disclosed.

SageView Advisory Group Acquires Summit Financial Consultants

August 9, 2022

Financial Services

SageView Advisory Group completed the acquisition of Summit Financial Consultants, integrating the Westlake Village, California-based RIA into the SageView platform. The deal expands SageView’s presence in Southern California and adds approximately $321 million in AUM to its retirement and wealth management business.

Wealth Enhancement Group Acquires Peak Financial Services, Inc.

July 9, 2024

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Peak Financial Services, Inc., a hybrid RIA based in Northborough, Massachusetts that oversees more than $123 million in client assets. The deal expands Wealth Enhancement Group's presence in Massachusetts and the Northeast and brings Peak Financial's founder Kevin O'Brien and his team onto Wealth Enhancement's platform.