RWA Wealth Partners Acquires Moirai Wealth Management

Steward Partners Acquires Moore's Wealth Management

May 21, 2025

Wealth Management

Steward Partners, an employee-owned independent wealth management firm, has acquired Moore's Wealth Management, adding five financial advisors, nine team members in total, and approximately $700 million in client assets to its Legacy Division. The transaction expands Steward Partners' footprint into Gainesville, Georgia, and provides a succession and continuity solution for the Moore family-led team.

Mercer Advisors Acquires RMR Wealth Advisors, LLC

June 5, 2023

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired RMR Wealth Advisors, LLC, a Madison, Wisconsin-based wealth management firm founded in 2009. The deal brings RMR’s team, approximately $350 million in AUM and ~150 clients into Mercer’s national RIA platform to expand Mercer’s family office and wealth management capabilities.

MAI Capital Management Acquires Harbor Wealth Management

May 3, 2024

Financial Services

MAI Capital Management has acquired Harbor Wealth Management, an independent wealth advisory firm with offices in Boulder and Denver, Colorado and approximately $321 million in client assets under management. Harbor’s founders and senior advisors will join MAI as Senior Wealth Advisors/Managing Directors and the firm will adopt MAI’s brand and platform to expand MAI’s presence in Colorado.

MAI Capital Management Acquires Monarch Business & Wealth Management (and Regal Wealth Management)

December 17, 2021

Financial Services

MAI Capital Management acquired New York–based Monarch Business & Wealth Management, LLC and its strategic partner Regal Wealth Management, LLC, expanding MAI’s nationwide footprint and adding experienced financial planning and investment teams to its Sports & Entertainment Division. The deal, which closed Dec. 17, 2021, will increase MAI’s assets under management by over $163 million; financial terms were not disclosed.

Waverly Advisors Acquires 9258 Wealth Management

October 18, 2024

Wealth Management

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire Holdings, acquired 9258 Wealth Management, a Cincinnati-based investment advisory and tax preparation firm. The deal adds three Ohio offices and approximately $1.0 billion in AUM, brings a team of 24 professionals to Waverly, and closed on October 18, 2024, increasing Waverly's AUM to about $14.4 billion.

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.