TC Wealth Partners Acquires EFG Advisors
February 8, 2023
TC Wealth Partners, supported by parent Hightower Advisors, has acquired EFG Advisors, adding about $800 million in AUM and creating a combined firm with roughly $2 billion in AUM. EFG will operate under the TC Wealth Partners name and the transaction is intended to expand the combined firm's wealth, estate and life-insurance planning capabilities across the Chicago area and beyond.
- Buyers
- TC Wealth Partners, Hightower Advisors
- Targets
- EFG Advisors
- Platforms
- TC Wealth Partners
- Industry
- Wealth Management
- Location
- Illinois, United States
- Transaction Type
- Addon
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