VestGen Wealth Partners Adds Six Advisory Practices to Its Platform

Generational Wealth Launches Following Merger and $100M Acquisition

January 16, 2026

Wealth Management

Generational Wealth launched as a unified wealth management and financial planning firm after a merger tied to a joint $100 million acquisition, entering the market with over $900 million in assets under management and administration. Headquartered in North Palm Beach, Florida, the firm said it will combine fiduciary financial planning, an in-house investment team, and invest in technology and talent as it scales.

Beacon Pointe Advisors Acquires Three Advisory Teams

February 7, 2026

Financial Services

Beacon Pointe Advisors acquired three registered investment advisor teams—Financial Planning Solutions (Newton, MA), Voyager Wealth Management (Lake Geneva, WI), and InvestmentHunter Wealth Services (Argyle/Fort Worth, TX)—bringing the firm's assets under advisement to approximately $62 billion. The transactions closed in November and December 2025 and add ~$350M, ~$229M, and ~$153M in client assets respectively while expanding Beacon Pointe's national footprint and advisory capabilities.

&Partners Adds Mannen Financial Group as 100th Advisor Practice

October 27, 2025

Wealth Management

&Partners, an advisor- and employee-owned wealth management platform, announced that Mannen Financial Group has joined as its 100th advisor practice. The affiliation expands &Partners' footprint while preserving an ownership model that makes advisors owners; the firm now reports approximately $50 billion in pre-hire assets and $350 million in revenue.

EP Wealth Advisors Acquires Executive Wealth Management

January 7, 2025

Wealth Management

EP Wealth Advisors has acquired Executive Wealth Management, adding approximately $1.6 billion in AUM and establishing EP Wealth's first offices in Michigan. The transaction, finalized in December 2024, brings nearly 50 EWM team members into EP Wealth and increases the firm's total AUM to over $31 billion.

WealthCreate Acquires Multiple Independent Advisory Practices and Rebrands Under WealthCreate

August 12, 2024

Financial Services

Houston-based WealthCreate acquired Texas firms Studemont Group Planning and Steadfast Wealth Strategies, Arizona-based McConnell Financial, California-based FMC Financial Group, and a portion of Ohio-based OneSeven's book of business, adding nearly $50 million in AUM. The acquired practices will operate under the WealthCreate brand as part of a national expansion to broaden service offerings and scale its financial planning platform.

Summit Financial and Merchant Invest in Four Wealth Advisory Firms

July 22, 2025

Wealth Management

Summit Financial, together with growth partner Merchant Investment Management, made strategic investments in four independent advisory firms — Crow Financial Advisors (Albuquerque), Everest Consultants (Syracuse), Heritage Wealth Partners (Dublin, Ohio), and LPF Advisors (Sarasota) — that together manage roughly $1.2 billion in client assets. The transactions bring each firm onto the Summit platform to accelerate geographic expansion and scale Summit's national network of wealth managers.