Tracked deals
221
221 tracked deals across 2019-2026.
Top Private Equity-Backed Wealth Management Acquirers
Buyer mix
Mixed buyer set
155 strategic · 123 pe
Top trend
Volume peaked in 2025
52 tracked deals announced in 2025.
Buyer Snapshot
Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Mercer Global Advisors, Inc. (Mercer Advisors) | 13 | National registered investment adviser (RIA) providing co... | Strategic (PE-backed) |
| Waverly Advisors, LLC | 13 | Fee-only registered investment adviser providing investme... | Strategic (PE-backed) |
| Mercer Global Advisors, Inc. | 12 | National registered investment adviser (RIA) providing we... | Strategic (PE-backed) |
| Merit Financial Advisors | 9 | National wealth management firm (RIA) supporting independ... | Strategic (PE-backed) |
| Allworth Financial | 7 | National, full-service registered investment advisory fir... | Strategic (PE-backed) |
| Arax Investment Partners | 6 | Buy-and-build wealth and asset management platform that p... | Strategic (PE-backed) |
| EP Wealth Advisors | 6 | Fee-only registered investment advisor and financial plan... | Strategic (PE-backed) |
| Cairngorm Capital Partners LLP | 5 | Private investment firm that provides equity capital and ... | PE |
| Modern Wealth Management | 5 | National registered investment advisory (RIA) platform th... | Strategic (PE-backed) |
| Summit Financial | 5 | Multi-family office and independent investment advisory f... | Strategic (PE-backed) |
Acquisition Volume in Private Equity-Backed Wealth Management by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
August 28, 2026
- Buyer
- Mercer Advisors (Mercer Global Advisors, Inc.)
- Target
- NorthAvenue Financial Advocates
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Buyout
Mercer Advisors (Mercer Global Advisors, Inc.) acquired NorthAvenue Financial Advocates, a Columbus, Ohio-based wealth management firm with more than $220 million in assets under management. The deal expands Mercer Advisors’ Ohio Valley footprint and strengthens its integrated family office and Women & Wealth capabilities.
-
July 29, 2026
- Buyer
- Investcorp
- Target
- Berger Financial Group, Inc.
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Type
- Growth capital
Investcorp, a global alternative investment firm, has invested in Berger Financial Group, Inc., a full-service wealth management platform serving individual investors and retirement savers across the United States. The investment is intended to accelerate Berger’s growth, expand capabilities, and scale the planning-first, fee-based wealth management model in a fragmented North American RIA market.
-
- Buyer
- Waterloo Capital, L.P.
- Target
- Ironclad Wealth
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Addon
Waterloo Capital, L.P., a registered investment adviser headquartered in Austin, Texas, acquired an equity stake in Austin-based Ironclad Wealth. Effective July 1, 2026, the combined firms will operate under the Waterloo Capital name, expanding access for Ironclad Wealth’s clients to Waterloo’s institutional-grade asset management, advanced financial planning, and family office services.
-
- Buyer
- TRIA Capital Partners
- Target
- Offit Capital
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Growth capital
Offit Capital, a multi-family office, closed a strategic minority, non-control investment from TRIA Capital Partners. The capital is intended to fund Offit’s next phase of growth—such as investments in talent and technology—while preserving Offit’s independent ownership structure, governance, and control.
-
- Buyer
- Accelerated Wealth Partners
- Target
- Brooklyn Fi
- Industry
- Wealth Management
- Location
- United States
- Type
- Growth capital
Accelerated Wealth Partners (AWP) announced a strategic minority investment in Brooklyn Fi, an independent wealth management firm focused on clients with complex equity compensation. The growth capital and AWP’s organic growth and M&A capabilities are intended to help Brooklyn Fi expand its national presence while retaining its founders, leadership, brand, and operating independence.
-
May 20, 2026
- Buyer
- Bluespring Wealth
- Target
- Synthesis Wealth Planning
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
Bluespring Wealth announced it has acquired Kestra Financial-affiliated Synthesis Wealth Planning, a planning-led wealth management firm headquartered in Morristown, New Jersey. The combined practice brings Bluespring’s community to roughly $1.1 billion in overseen assets and expands its footprint with offices across New Jersey and Jupiter, Florida.
-
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Eagleson Arndt Financial Advisors
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Mercer Global Advisors (Mercer Advisors) acquired Eagleson Arndt Financial Advisors, a women-led wealth management firm based in Thousand Oaks, California, with approximately $100 million in assets under management. The deal expands Mercer Advisors’ presence across Ventura County and the broader Greater Los Angeles region and gives Eagleson Arndt clients access to integrated family office services.
-
May 6, 2026
- Buyer
- Steward Partners
- Target
- Jazz Wealth
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Steward Partners announced the acquisition of Jazz Wealth, a Tampa Bay-area wealth management firm overseeing approximately $450 million in client assets. Jazz Wealth will join Steward Partners' M26A Channel platform, with the existing team continuing to operate from the Tampa Bay area while leveraging Steward’s infrastructure.
-
- Buyer
- Modern Wealth Management
- Target
- Legacy Wealth Management, Legacy Retirement Plan Advisors
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
Modern Wealth Management acquired Legacy Wealth Management, a South Florida RIA advisory firm managing approximately $1.2 billion in client assets. The deal also brings Legacy Retirement Plan Advisors (about $300 million in retirement plan assets) into Modern Wealth’s platform, marking Modern Wealth’s first Florida office and its 20th acquisition since April 2023.
-
- Buyer
- Arax Investment Partners, RedBird Capital Partners
- Target
- Omni Financial Advisory Group
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Arax Investment Partners acquired Omni Financial Advisory Group, a boutique wealth management and financial advisory firm based in Poughkeepsie, New York. The deal is expected to expand Arax’s national wealth management platform, adding Omni’s multi-generational advisor-led practice to Arax Advisory Partners.
-
March 27, 2026
- Buyer
- The Cynosure Group, Threadline Wealth management (majority-owned by management)
- Target
- Threadline Wealth, Moss Adams Wealth Advisors
- Seller
- Moss Adams
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Threadline Wealth has launched as an independent registered investment advisor following the separation of Moss Adams Wealth Advisors from accounting firm Moss Adams, which merged with Baker Tilly in 2025. The newly independent firm is majority owned by management and backed by The Cynosure Group, positioning it as a regional boutique wealth manager for high-net-worth clients.
-
March 25, 2026
- Buyer
- Accelerated Wealth Partners
- Target
- RIA Advisors
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Growth capital
Accelerated Wealth Partners (AWP) announced a strategic investment in RIA Advisors, an independent wealth management firm headquartered in Houston, Texas. The partnership is intended to help RIA Advisors scale across Texas while preserving its boutique, high-touch service model, with AWP providing strategic capital and M&A expertise.
-
- Buyer
- Bain Capital Private Equity, Bain Capital (Private Equity team in Australia)
- Target
- Perpetual Wealth Management, Perpetual Wealth Management Group, Perpetual PWM Services Pty Ltd (holding company for the Perpetual Wealth Management Group)
- Seller
- Perpetual (Perpetual Limited)
- Industry
- Wealth Management
- Location
- Australia
- Type
- Buyout
Perpetual has entered into a binding agreement to sell its Wealth Management business (the Perpetual Wealth Management Group) to Bain Capital Private Equity for A$500 million upfront, with additional contingent payments tied to performance and an earnout of up to A$50 million. The deal is expected to complete toward the end of calendar year 2026, subject to regulatory approvals including FIRB and the ACCC, as well as Perpetual’s corporate restructuring and separation of the business.
-
February 25, 2026
- Buyer
- Constellation Wealth Capital
- Target
- BIP Wealth
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Growth capital
Atlanta-based registered investment advisor BIP Wealth has secured a strategic minority investment from Constellation Wealth Capital to support organic and inorganic growth, accelerate its acquisition strategy, and enhance its advisor support platform while maintaining independence. The capital partnership will help fuel future partnerships and acquisitions, particularly across the Southeast and other targeted growth markets.
-
February 12, 2026
- Buyer
- CAPTRUST Financial Advisors
- Target
- Alpha Cubed Investments (ACI)
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
CAPTRUST Financial Advisors announced that Alpha Cubed Investments (ACI), a Southern California wealth management firm with approximately $3.8 billion in AUM, joined CAPTRUST in January 2026 and will adopt the CAPTRUST brand. The move expands CAPTRUST’s advisory presence in Southern California and adds ACI’s advisor team and capabilities to CAPTRUST’s platform.
-
February 7, 2026
- Buyer
- Arax Investment Partners
- Target
- GFP Private Wealth
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Buyout
Arax Investment Partners acquired GFP Private Wealth, a Cleveland, Ohio-based registered investment adviser with $1.5 billion in assets under management. The deal is intended to expand Arax’s Midwest presence and support GFP’s next phase of growth by combining GFP’s high-net-worth planning and service capabilities with Arax’s broader infrastructure via Arax Advisory Partners.
-
February 7, 2026
- Buyer
- Summit Wealth Group
- Target
- Premier Private Wealth
- Industry
- Wealth Management
- Location
- Tennessee, United States
- Type
- Buyout
Summit Wealth Group has merged with Premier Private Wealth, a Franklin/Nashville-area wealth management firm with $470 million in AUM, expanding Summit’s presence in Tennessee and lifting combined AUM to about $3 billion. The deal also launches Summit Wealth Group Family Office Services, with Premier CEO Michael Comstock joining Summit as Head of Family Office Services and leading the new Franklin office.
-
February 6, 2026
- Buyer
- EP Wealth Advisors
- Target
- LongView Asset Management
- Industry
- Wealth Management
- Location
- New Mexico, United States
- Type
- Buyout
EP Wealth Advisors has partnered with and acquired LongView Asset Management, a Santa Fe-based RIA, adding more than $390 million in AUM and expanding EP Wealth's presence in New Mexico. LongView founder David Cantor and seven team members will join EP Wealth, and the move is intended to broaden the firm's planning and advisory capabilities for LongView's clients.
-
February 2, 2026
- Buyer
- OnePoint BFG Wealth Partners, Rise Growth Partners
- Target
- Voyage Wealth Architects
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Type
- Addon
OnePoint BFG Wealth Partners has acquired Minneapolis-based Voyage Wealth Architects, a wealth management firm overseeing $700 million in AUM. The deal, supported by strategic capital partner Rise Growth Partners, expands OnePoint BFG's planning-led platform, broadens its Midwest presence and will transition Voyage to the OnePoint BFG brand over time.
-
January 30, 2026
- Buyer
- Waverly Advisors, LLC
- Target
- Pure Portfolios
- Industry
- Wealth Management
- Location
- Oregon, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Pure Portfolios, a Lake Oswego, Oregon wealth management firm, in a deal that closed January 30, 2026. The acquisition adds approximately $437 million of AUM to Waverly and expands the firm into a new Oregon market as part of its continued growth across the Pacific Northwest.
-
- Buyer
- Elevation Point
- Target
- Harbor View Private Wealth
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Growth capital
Elevation Point has made a strategic minority (growth capital) investment in Harbor View Private Wealth, an Atlanta-area independent wealth management firm that oversees roughly $1.3 billion in client assets. The capital will support Harbor View’s move to independence and enable expansion of its holistic wealth planning services beyond traditional portfolio management.
-
January 20, 2026
- Buyer
- Merit Financial Advisors
- Target
- SSC Wealth LLC
- Seller
- SSC CPAs + Advisors
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Buyout
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.
-
January 20, 2026
- Buyer
- Allworth Financial
- Target
- Grunden Financial Advisory
- Seller
- Grunden Financial Advisory (owners/partner advisors: Ricky Grunden, Sr.; Dave Ragan; Susy Thomas)
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Buyout
Allworth Financial has acquired Grunden Financial Advisory, a Denton, Texas-based wealth management firm overseeing approximately $500 million in assets under management, adding offices in Denton and Addison and a six-person team. The Grunden partners will remain in place while gaining access to Allworth's centralized operations, compliance, technology, and broader investment, tax and estate planning capabilities as Allworth expands its North Texas footprint.
-
January 7, 2026
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Poterack Capital Advisory
- Industry
- Wealth Management
- Location
- Wyoming, United States
- Type
- Addon
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Poterack Capital Advisory (PCA), a digital-first wealth management firm with approximately $265 million in client assets and a Jackson, Wyoming footprint. The deal expands Mercer’s virtual advisory capabilities and deepens its regional presence while giving the PCA team access to Mercer’s institutional investment, tax and family-office infrastructure.
-
December 17, 2025
- Buyer
- EP Wealth Advisors
- Target
- Clearview Wealth Advisors
- Industry
- Wealth Management
- Location
- Arizona, United States
- Type
- Addon
EP Wealth Advisors has acquired Clearview Wealth Advisors, adding nearly $218 million in assets under management and bringing the father-and-son Clearview team into EP Wealth's Phoenix region. The Clearview advisors will integrate into EP Wealth's Phoenix advisory group to access expanded planning, tax and investment resources; financial terms were not disclosed.
-
December 16, 2025
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- McConnell Financial Advisors
- Industry
- Wealth Management
- Location
- Idaho, United States
- Type
- Buyout
Mercer Global Advisors (Mercer Advisors) has acquired McConnell Financial Advisors, a boutique Boise, Idaho-based financial planning firm with approximately $130 million in AUM. The deal expands Mercer’s presence across Boise and Sun Valley and bolsters its Women & Wealth-focused advisory capabilities while preserving McConnell’s relationship-driven planning approach.
-
December 12, 2025
- Buyer
- Concurrent Investment Advisors
- Target
- Next Retirement Solutions
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Concurrent Investment Advisors completed the full acquisition of Next Retirement Solutions, a retirement-advisory practice overseeing roughly $10 billion in plan assets and about 150,000 plan participants. The deal brings Next Retirement’s retirement-plan capabilities in-house as Concurrent expands its retirement services and organic growth channels.
-
December 5, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- Forefront Wealth Management
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Type
- Buyout
Waverly Advisors, an RIA based in Birmingham, Alabama, has acquired Forefront Wealth Management of Malvern, Pennsylvania, expanding Waverly's Mid-Atlantic presence. The Forefront team will join Waverly and the deal adds approximately $257 million of AUM; the transaction closed on December 5, 2025.
-
- Buyer
- GTCR
- Target
- Fiduciary Trust Company, Fiduciary Company Incorporated (operating subsidiaries; collectively known as Fiduciary Trust Company), Fiduciary Trust Company International
- Seller
- Franklin Templeton (ownership of Fiduciary Trust Company; minority stake to be retained post-transaction per deal context)
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
GTCR reached a definitive agreement and later completed its acquisition of Fiduciary Trust Company and its operating subsidiaries, a Boston-based wealth management and trust company serving ultra-high-net-worth clients. GTCR partnered with CEO Austin Shapard and appointed Doris Meister as Executive Chair to expand Fiduciary’s service offerings, enhance its investment platform and technology enablement, and grow its workforce to scale the business.
-
November 14, 2025
- Buyer
- Mercer Advisors
- Target
- Beach Freeman Lim & Cleland
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Mercer Advisors has acquired Beach Freeman Lim & Cleland (BFLC), a Southern California tax, accounting and business advisory firm, to deepen its tax capabilities and expand its footprint across Los Angeles, Orange County and the Inland Empire. BFLC brings a team of roughly 20 tax professionals across offices in El Segundo, Irvine and Ontario; all BFLC team members will join Mercer Advisors with equity ownership opportunities. Republic Capital Group served as exclusive advisor to Mercer Advisors on the transaction.
-
October 31, 2025
- Buyer
- Waverly Advisors, LLC
- Target
- Pacific Portfolio Consulting, LLC, Pacific Portfolio Trust Company
- Seller
- Pacific Portfolio founders / Larry Hood
- Industry
- Wealth Management
- Location
- Washington, United States
- Type
- Addon
Waverly Advisors has acquired Pacific Portfolio Consulting, LLC and Pacific Portfolio Trust Company to expand into the Pacific Northwest and add trust capabilities. The deal brings roughly $5 billion of AUM to Waverly, increasing the firm's total AUM to about $25.1 billion; financial terms were not disclosed and the transactions closed in late September and October 2025.
-
October 22, 2025
- Buyer
- Rise Growth Partners
- Target
- Krilogy
- Industry
- Wealth Management
- Location
- Missouri, United States
- Type
- Growth capital
Rise Growth Partners has made a non-controlling minority investment in Krilogy, a St. Louis-based registered investment advisory firm managing roughly $4.0–4.1 billion in client assets. The partnership will provide capital, strategic resources and support for advisor talent development, succession planning and continued growth while preserving Krilogy’s independent culture.
-
October 10, 2025
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- SB Capital Management, Inc., Singer Burke Zimmer & Kogan, LLP
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Mercer Global Advisors, a national RIA, has acquired Singer Burke — two Los Angeles-based entities: SB Capital Management, Inc. (an RIA with ~$1.2 billion in client assets) and Singer Burke Zimmer & Kogan, LLP (accounting, tax and business management). The Singer Burke team will join Mercer’s Regis Group to expand Mercer’s ultra-high-net-worth and entertainment/creative professional specialty capabilities.
-
October 6, 2025
- Buyer
- Simplicity Group
- Target
- Insurance Planning Advisors
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Simplicity Group has acquired Insurance Planning Advisors (IPA), a specialist insurance planning partner serving large financial institutions and advisor channels. The acquisition strengthens Simplicity's point-of-sale insurance platform by bringing IPA's leadership team and planning capabilities into Simplicity's partnership model.
-
October 3, 2025
- Buyer
- Merit Financial Advisors
- Target
- Obsidian Planning Solutions
- Industry
- Wealth Management
- Location
- Maryland, United States
- Type
- Buyout
Merit Financial Advisors acquired Obsidian Planning Solutions, adding $476 million in client assets and opening two new offices in Rockville and Columbia, Maryland. The deal—Merit's 50th acquisition—deepens Merit's business succession planning capabilities as partners Patrick Carroll and Todd Feldman and their team join Merit; financial terms were not disclosed.
-
September 30, 2025
- Buyer
- Creative Planning, LLC
- Target
- Financial Abundance
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Type
- Buyout
Creative Planning, a large independent wealth management firm, has acquired Financial Abundance, a Pennsylvania-registered investment advisor, in a deal that closed Sept. 30 and will add over $275 million of AUM. The acquisition expands Creative Planning’s East Coast footprint and brings Financial Abundance founder Paul Nichols and his team into Creative Planning’s national platform.
-
September 9, 2025
- Buyer
- Signature Estate & Investment Advisors (SEIA)
- Target
- Select Money Management (SMM)
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Signature Estate & Investment Advisors (SEIA) announced it has agreed to acquire Select Money Management (SMM), a wealth management firm based in Aliso Viejo, California, with approximately $1.6 billion in assets under management (AUM). The acquisition expands SEIA’s Southern California presence and adds advisors, staff, and a client base, while providing SMM’s clients and advisors with a succession plan and access to SEIA’s scale and resources.
-
September 2, 2025
- Buyer
- Mercer Global Advisors, Inc.
- Target
- West Oak Capital, LLC
- Industry
- Wealth Management
- Location
- Idaho, United States
- Type
- Buyout
Mercer Global Advisors, a national RIA headquartered in Denver, acquired West Oak Capital, an Eagle, Idaho-based wealth advisory firm managing approximately $500 million in client assets. The deal expands Mercer’s presence in Idaho and Southern California and brings West Oak’s team and multigenerational family-office capabilities onto Mercer’s platform.
-
August 28, 2025
- Buyer
- Creative Planning, LLC
- Target
- Grassi Investment Management
- Seller
- Grassi Investment Management, Peter E. Grassi
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Creative Planning, a large independent wealth management firm, acquired Santa Clara-based Grassi Investment Management on August 28, 2025, adding five professionals and approximately $1.3 billion in assets under management. The deal expands Creative Planning's West Coast operations and broadens its client service capabilities by integrating Grassi's personalized wealth management team.
-
August 7, 2025
- Buyer
- Aspen Standard Wealth
- Target
- MG Financial
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Aspen Standard Wealth has acquired MG Financial, a Braintree, Massachusetts–based registered investment advisor with $1.1 billion in assets under management. The deal is the fourth acquisition for Aspen since launching in late 2024 and expands its permanent-platform model that preserves acquired RIAs’ identities while supporting growth.
-
August 5, 2025
- Buyer
- Arax Investment Partners
- Target
- Summit Wealth Strategies
- Industry
- Wealth Management
- Location
- Missouri, United States
- Type
- Addon
Arax Investment Partners, a RedBird-backed wealth-management platform, has acquired Summit Wealth Strategies, a Chesterfield, Missouri–based registered investment advisor with $1 billion in assets under management. Summit will join Arax Advisory Partners to expand Arax's Midwest presence; financial terms were not disclosed.
-
- Buyer
- EP Wealth Advisors
- Target
- Rappaport Reiches Capital Management
- Seller
- Rappaport Reiches Capital Management, Shari Greco Reiches, David Rappaport
- Industry
- Wealth Management
- Location
- Illinois, United States
- Type
- Buyout
EP Wealth Advisors has entered a strategic partnership to bring Chicago-based Rappaport Reiches Capital Management (RRCM) into its platform, adding over $1.2 billion in assets under management and 15 team members. RRCM founders Shari Greco Reiches and David Rappaport will become partners and regional directors at EP Wealth as the firm deepens its Chicago presence and expands its planning-led capabilities.
-
- Buyer
- CC Capital Partners, One Investment Management (OneIM)
- Target
- Insignia Financial Limited (Insignia Financial Ltd)
- Industry
- Wealth Management
- Location
- Australia
- Type
- Buyout
CC Capital Partners and co-investor One Investment Management acquired 100% of Insignia Financial Limited in a cash deal for A$4.80 per share, valuing the transaction at about A$3.9 billion (US$2.5 billion). The transaction was completed via a scheme of arrangement and approved by Australian regulators and shareholders; Insignia is expected to be delisted from the ASX in late April 2026.
-
- Buyer
- Osaic, Inc.
- Target
- Innovative Wealth Team
- Industry
- Wealth Management
- Location
- Tennessee, United States
- Type
- Addon
Osaic, Inc. acquired a majority interest in Innovative Wealth Team, a Nashville-based advisor succession and wealth management practice that manages approximately $700 million in assets. The deal expands Osaic's supported independence offering by adding turnkey succession and continuity solutions for advisors nearing retirement.
-
- Buyer
- Summit Financial, Merchant Investment Management
- Target
- Crow Financial Advisors, Everest Consultants, Heritage Wealth Partners, LPF Advisors
- Industry
- Wealth Management
- Location
- United States
- Type
- Growth capital
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.
-
- Buyer
- Bluespring Wealth Partners, Ritter Daniher Financial Advisory LLC
- Target
- Hickory Asset Management, Inc.
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Addon
Bluespring Wealth Partners announced that Hickory Asset Management will merge into existing Bluespring portfolio firm Ritter Daniher Financial Advisory (RDFA), consolidating the two Ohio-based teams under RDFA. The combined advisory professionals will oversee over $865 million in assets under management, with the deal intended to strengthen the firm’s Ohio presence, improve service continuity, and support succession planning.
-
July 13, 2025
- Buyer
- Aspen Standard Wealth
- Target
- SKY Investment Group
- Industry
- Wealth Management
- Location
- Connecticut, United States
- Type
- Addon
Aspen Standard Wealth has acquired SKY Investment Group, a Hartford-based RIA managing $880 million in AUM. The deal adds SKY to Aspen's growing platform of partner RIAs and provides long-term capital, infrastructure and support while preserving SKY's identity and leadership.
-
- Buyer
- Composition Wealth, Corsair Capital
- Target
- Centricity Wealth Management, Blue Oak Capital
- Industry
- Wealth Management
- Location
- United States
- Type
- Addon
Composition Wealth, a national RIA backed by Corsair Capital, has added two advisory teams — Centricity Wealth Management (Westerville, Ohio; $192M AUM) and Blue Oak Capital (Bay Area; $289M AUM) — increasing its AUM to $9.5 billion. The moves expand Composition's geographic footprint into Ohio and Silicon Valley while bringing the Centricity founders into partner roles to support succession and capability expansion.
-
June 30, 2025
- Buyer
- Creative Planning
- Target
- Mosaic Pacific
- Industry
- Wealth Management
- Location
- Hawaii, United States
- Type
- Buyout
Creative Planning has acquired Honolulu-based Mosaic Pacific, a financial advisory firm, in a deal that closed June 30, 2025, adding roughly $430 million in AUM to Creative Planning's platform. The acquisition strengthens Creative Planning's presence in the Pacific region and brings Mosaic Pacific's financial planning and investment management expertise into Creative Planning's national wealth-management offering.
-
June 24, 2025
- Buyer
- Allworth Financial
- Target
- Salzinger Sheaff Brock, Sheaff Brock Investment Advisors
- Industry
- Wealth Management
- Location
- Indiana, United States
- Type
- Addon
Allworth Financial, a PE-backed national RIA headquartered in Folsom, California, acquired Indianapolis-based sister firms Salzinger Sheaff Brock and Sheaff Brock Investment Advisors, which together manage roughly $1.5 billion in assets. The add-on transaction expands Allworth’s Midwest presence, bolsters its investment capabilities, and pushes the firm’s total AUM/AUA to more than $30 billion.
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