Richey May Acquires Wagner Kaplan Duys & Wood

Wealth Enhancement Acquires Weinand Financial Investment Advisory Business

August 18, 2026

Wealth Management

Wealth Enhancement, an independent wealth management firm, acquired the investment advisory business of Weinand Financial, an independent RIA in Olympia, Washington. The acquisition adds a team of one advisor and four support professionals managing more than $644 million in client assets. The deal closed on August 15, 2026.

Doeren Mayhew Acquires TBK CPA, PLLC

November 17, 2025

Accounting & Tax

Doeren Mayhew has acquired Houston-based TBK CPA, PLLC, with the transaction effective Nov. 17, 2025. The acquisition adds nearly 35 employees and brings TBK partners into Doeren Mayhew's leadership team, strengthening Doeren Mayhew's Houston footprint and expanding its tax advisory capabilities.

Richey May Merges with WSRP, MKA, Sobul Primes & Schenkel and The Doty Group

September 9, 2025

Accounting & Tax

Richey May announced a transformative merger that combines four regional accounting and advisory firms—WSRP, Moss Krusick & Associates (MKA), Sobul Primes & Schenkel, and The Doty Group—into a single national platform operating under the Richey May brand. The combination expands the platform's geographic footprint and technical capabilities; Richey, May & Co., LLP will perform attest services while RM Advisory LLC will provide nonattest advisory services under the unified brand.

EP Wealth Advisors Acquires Wacker Wealth Partners

April 2, 2024

Financial Services

EP Wealth Advisors has acquired Wacker Wealth Partners, a San Luis Obispo, California-based registered investment adviser, adding nearly $1.2 billion in assets under management and 22 team members to EP's platform. The Wacker leadership team will join EP in regional roles to expand the firm's presence on California's Central Coast; financial terms were not disclosed.

Maschoff Brennan Acquires Mauriel Kapouytian Woods

January 1, 2024

Legal Services

Maschoff Brennan and Mauriel Kapouytian Woods finalized a strategic combination effective January 1, 2024, with the combined firm operating as Maschoff Brennan Gilmore Israelsen & Mauriel dba Maschoff Brennan. The merger expands Maschoff Brennan’s intellectual property, technology and litigation capabilities and creates coast-to-coast capacity with additional offices and attorneys across New York, California, and Utah.

Integrated Financial Partners Acquires Wagner Resources Group

April 12, 2022

Financial Services

Integrated Financial Partners, an affiliate of Integrated Partners, has acquired Wagner Resources Group, adding advisor Phylyp Wagner (and advisor Matt Quattlebaum) and nearly doubling the affiliate’s assets under management from $450 million to $810 million. The deal was supported operationally and legally by Integrated Partners to ensure a rapid, seamless transition for clients and staff.