NorthRock Partners Acquires Minkoff Wealth Partners
March 4, 2024
NorthRock Partners has acquired San Francisco-based Minkoff Wealth Partners and opened its first California office. The deal brings a team of seven advisors and 11 staff and adds more than $700 million in AUM to NorthRock’s roughly $6 billion platform, extending its Personal Office integrated wealth-advice model into the Bay Area.
- Buyers
- NorthRock Partners
- Targets
- Minkoff Wealth Partners
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
NorthRock Partners Onboards Martin & Associates ($500M AUM)
January 29, 2026
Wealth Management
NorthRock Partners announced it has onboarded Illinois-based advisory firm Martin & Associates, a five-person team bringing approximately $500 million in assets under management, pushing NorthRock's AUM past $11 billion. The team, previously affiliated with Ameriprise Financial, will transition client relationships onto NorthRock’s Personal Office platform to deepen the firm’s presence in Illinois and expand its wealth management capabilities.
-
Mercer Advisors Acquires MDK Private Wealth Management
March 5, 2024
Financial Services
Mercer Global Advisors (Mercer Advisors) has acquired MDK Private Wealth Management, a Seattle-based multi-family office serving ultra-high-net-worth clients with over $2.5 billion in assets under supervision. The deal expands Mercer Advisors' family office capabilities and strengthens its Pacific Northwest / Seattle presence.
-
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.
-
Wealth Enhancement Group Acquires M&R Capital Management, Inc.
November 7, 2024
Financial Services
Wealth Enhancement Group has acquired M&R Capital Management, an independent RIA based in Summit, New Jersey that manages over $536 million in client assets. The three-advisor team (plus three support staff) will join Wealth Enhancement Group to access its centralized services and expand the firm's presence in New Jersey.
-
NorthRock Partners Acquires Tony Pondel Advisory Practice
April 8, 2025
Financial Services
NorthRock Partners acquired the advisory practice of veteran advisor Tony Pondel, adding his team to NorthRock’s Chicago-area presence. The deal expands NorthRock’s footprint in the Chicago market and integrates Pondel’s expertise into the firm’s Personal Office wealth management model.
-
Rothschild Wealth Partners Acquires Windgate Wealth Management
January 12, 2026
Financial Services
Chicago-based Rothschild Wealth Partners has acquired Windgate Wealth Management, an independent advisory firm managing over $200 million in client assets. The deal expands Rothschild's advisory footprint in the Chicago market and brings Windgate leaders onto Rothschild's platform to broaden services for high-net-worth individuals, families and business owners.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.