WFA and Volare Wealth Advisors Merge to Form WFA Volare

September 14, 2026

WFA and Volare Wealth Advisors have completed a strategic merger to create WFA Volare, a unified wealth management firm managing more than $750 million in client assets. RFG Advisory supported the transaction as part of its capital solutions strategy for independent financial advisors.

Buyers
WFA Volare, RFG Advisory
Targets
WFA, Volare Wealth Advisors
Location
United States
Transaction Type
Buyout

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