AlphaCore Wealth Advisory Acquires SPC Financial

Constellation Wealth Capital Makes Strategic Growth Investment in AlphaCore Wealth Advisory

December 5, 2023

Wealth Management

Constellation Wealth Capital has made a strategic minority investment in AlphaCore Wealth Advisory to provide growth capital. The funding will support AlphaCore’s expansion plans — including hiring and pursuing strategic mergers and acquisitions — while CWC will provide capital and strategic advisory support to the wealth management platform.

AlphaCore Wealth Advisory Acquires Magnolia Lane Financial Advisors

January 1, 2023

Financial Services

AlphaCore Wealth Advisory, a San Diego–based wealth advisory firm, has acquired Greenwich-based Magnolia Lane Financial Advisors and will open its first East Coast offices in Greenwich, CT and Hilton Head, SC. Magnolia Lane founder Eric Gerster joins AlphaCore as Chief Investment Strategist to help lead the firm's East Coast expansion and investment strategy offerings.

Informed Family Financial Services Acquires Strategic Wealth Advisory

July 12, 2022

Wealth Management

Informed Family Financial Services, a Norristown-based wealth management firm, has acquired Strategic Wealth Advisory and will merge the practices under the Informed Family Financial Services brand. The deal brings two staff members and two offices (in Reading and the Lehigh Valley) into Informed Family's platform, and Strategic Wealth Advisory's president Earl D. Schultz and advisor Shannon LaRosse join the expanded team.

Wealthspire Advisors Acquires Heron Wealth

March 23, 2023

Financial Services

Wealthspire Advisors LLC, an NFP company, signed an agreement to acquire Heron Financial Group, LLC (dba Heron Wealth), a New York City-based wealth advisory firm managing approximately $300 million in client assets. The acquisition expands Wealthspire's presence in the Northeast and adds Heron's team and capabilities in financial planning, investment advice, and estate planning; the deal was expected to close in early Q2 2023 subject to customary approvals.

Wealthspire Advisors Acquires Sage Financial Advisors

November 29, 2022

Wealth Management

Wealthspire Advisors LLC (an NFP company) signed an agreement to acquire Sage Financial Advisors, Inc., a Nevada-based registered investment advisor that manages approximately $194 million in assets and maintains an office in Reno. The deal expands Wealthspire’s presence in the western U.S.; the transaction is expected to close in Q4 2022, subject to customary approvals.

Merit Financial Advisors Acquires SSC Wealth LLC

January 20, 2026

Wealth Management

Merit Financial Advisors has acquired SSC Wealth LLC, the wealth management division of SSC CPAs + Advisors, adding approximately $259.6 million in AUM and transferring the advisory business, assets, and four employees to Merit. The deal formalizes a strategic partnership between Merit and SSC CPAs + Advisors to deepen coordination between wealth management and advanced tax planning for high-net-worth clients and business owners.