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

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 SKY Investment Group

July 13, 2025

Wealth Management

Aspen Standard Wealth has acquired SKY Investment Group, a Hartford-based RIA managing $880 million in AUM. The deal adds SKY to Aspen's growing platform of partner RIAs and provides long-term capital, infrastructure and support while preserving SKY's identity and leadership.

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.

Wealth Enhancement Group Acquires Asset Management Resources, LLC

December 19, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, has acquired Asset Management Resources, LLC, an independent RIA led by J. Christopher Boyd based in Hyannis, Massachusetts. The acquired team brings approximately $236 million in assets under management and will expand Wealth Enhancement Group's presence in Massachusetts to four offices.

Wealth Enhancement Group Acquires BFS Wealth Management

December 15, 2022

Financial Services

Wealth Enhancement Group acquired BFS Wealth Management, a hybrid registered investment advisor based in Iselin, New Jersey that oversees roughly $523 million in client assets. The deal expands Wealth Enhancement Group’s footprint in the New York–New Jersey–Connecticut Tri‑State region to 12 offices and brings a team of three advisors and six support staff onto its national platform.

Wealthcare Capital Management Acquires Eagle Financial Management Services

June 16, 2022

Financial Services

Wealthcare Capital Management LLC, a NewSpring Holdings platform company, has acquired Eagle Financial Management Services, a Shreveport-based RIA that advises on more than $120 million in AUM. The deal expands Wealthcare’s direct-advisory channel, growing its advisor team to more than 150 advisors and increasing combined AUM to $4.75 billion; the Eagle Financial team will remain engaged and will use Wealthcare’s GDX360 goals-based planning platform.