Adviser Investments Acquires LeJeune Puetz Investment Counsel

Beacon Pointe Advisors Acquires Six Independent RIAs, Adding $2.7B AUA

July 8, 2025

Financial Services

Beacon Pointe Advisors (Newport Beach, CA) acquired six independent registered investment advisory firms — Hart & Patterson Financial Group, Heritage Financial Planning, Jentner Wealth Management, Michael A. Dubis Financial Planning, Ng Wealth Advisors, and Waypoint Wealth Partners — adding roughly $2.7 billion in AUA and bringing Beacon Pointe's total AUA to ~ $47 billion. The deals expand Beacon Pointe's national footprint with new offices and advisory teams across Massachusetts, Texas, Ohio, Wisconsin, and California.

Mercer Advisors Acquires Sanford Advisory Services, LLC

May 4, 2022

Wealth Management

Mercer Global Advisors, Inc. has acquired Sanford Advisory Services, LLC, a Portage, Michigan-based wealth management firm managing approximately $1.1 billion in AUM/A and serving about 1,100 clients. The Sanford team of ten professionals, including founders Todd Sanford, Scott Williams and Brent Kerstetter, will join Mercer as the firm expands its Central U.S. presence.

Wealth Enhancement Acquires Northwest Investment Counselors, LLC

December 31, 2024

Wealth Management

Wealth Enhancement, a national independent wealth management firm with $102.1 billion in client assets, has acquired Northwest Investment Counselors, an independent RIA based in Lake Oswego, Oregon that manages about $673 million in client assets. The transaction, which closed December 31, 2024, expands Wealth Enhancement's presence in the Pacific Northwest and augments its advisory bench and service capabilities.

Mercer Advisors Acquires Personal Financial Advisors, LLC

October 8, 2020

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Personal Financial Advisors, LLC (PFA), a Covington, Louisiana-based wealth management firm. PFA serves roughly 140 clients with approximately $105 million in AUM; founder Robert J. Reed, Jr. and his staff will join Mercer as the firm establishes its first physical presence in Louisiana.

Beacon Pointe Advisors Acquires The Financial Advisors

January 15, 2026

Wealth Management

Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, closing on January 15, 2026. The 11-person, employee‑owned firm will expand Beacon Pointe’s New England footprint and broaden delivery of its allWEALTH services platform as Beacon Pointe grows its national AUA to roughly $62 billion.

Apella Wealth Acquires Park Piedmont Advisors

August 29, 2025

Financial Services

Apella Wealth has acquired Park Piedmont Advisors, a fee-only advisory firm led by brothers Nick and Tom Levinson, adding over $1 billion in AUM and establishing Apella’s presence in Chicago. The deal is an add-on to Apella’s platform (which is partnered with Wealth Partners Capital Group) and expands Apella’s national footprint and resources for Park Piedmont’s clients.