Tracked deals
593
593 tracked deals across 2019-2026.
Top Wealth Management Acquirers (2019-2026)
Buyer mix
Strategic-led
535 strategic · 123 pe
Top trend
Volume peaked in 2025
141 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Independent wealth management platforms (e.g., Wealth Enhancement, Waverly Advisors, Harbourfront Wealth Group) repeatedly expand via acquisitions of advisory practices and servicing teams.
- Geographic clustering shows strong focus on North America (U.S. states including California, New York, Texas, Tennessee, Utah, Kansas; Canadian provinces including British Columbia) plus Australia (New South Wales).
- Integration and branding are common: acquired teams often transition to operate under the buyer’s platform name (e.g., Wealth Enhancement and Carson Wealth).
- Strategic investment structures appear alongside buyouts, including minority investments (e.g., Kudu Investment Management and AFPG) and strategic equity participation (e.g., Berkshire Partners with ongoing interest for Audax Private Equity at Harbourfront).
- Planning and service breadth is a consistent deal narrative, with several transactions emphasizing financial planning, investment management, and retirement and tax/estate coordination.
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Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| Cerity Partners | 19 | Independent national wealth management and registered inv... | Strategic |
| Allworth Financial | 18 | Independent registered investment advisor (RIA) and wealt... | Strategic (PE-backed) |
| Wealth Enhancement Group | 18 | National independent wealth management firm providing fin... | Strategic (PE-backed) |
| Carson Group | 16 | Provider of wealth-management services and advisor soluti... | Strategic |
| Mercer Global Advisors, Inc. (Mercer Advisors) | 14 | National registered investment adviser (RIA) providing co... | Strategic (PE-backed) |
| Waverly Advisors, LLC | 14 | Fee-only registered investment adviser providing investme... | Strategic (PE-backed) |
| Merit Financial Advisors | 13 | National wealth management firm (RIA) supporting independ... | Strategic (PE-backed) |
| Mercer Global Advisors, Inc. | 12 | National registered investment adviser (RIA) providing we... | Strategic (PE-backed) |
| Creative Planning LLC | 10 | Independent wealth management firm providing financial pl... | Strategic (PE-backed) |
| Wealth Enhancement | 10 | National independent wealth management firm providing fin... | Strategic |
Acquisition Volume in Wealth Management by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
July 31, 2026
- Buyer
- Waverly Advisors
- Target
- InVista Advisors
- Industry
- Wealth Management
- Location
- Alabama, United States
- Type
- Buyout
Waverly Advisors acquired InVista Advisors, a Montgomery, Alabama wealth management firm with approximately $332 million in assets under management. The deal expands Waverly’s presence to five Alabama locations and adds the Montgomery team of eight professionals to Waverly’s national wealth management platform.
-
- Buyer
- Carson Group
- Target
- Doyle and Loughman Wealth Management
- Seller
- Wells Fargo Advisors Financial Network
- Industry
- Wealth Management
- Location
- New Hampshire, United States
- Type
- Addon
Carson Group partnered with Doyle and Loughman Wealth Management, a New Hampshire-based advisory firm managing about $1.76 billion in advisory and brokerage assets. The deal establishes Carson Wealth’s second location in Hanover, New Hampshire, and expands Carson’s presence in the state while allowing Doyle and Loughman to preserve its culture and client relationships.
-
July 31, 2026
- Buyer
- Corient
- Target
- Seven Bridges Advisors
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Corient has agreed to acquire Seven Bridges Advisors, a New York-based registered investment advisor and multi-family office managing approximately $4.9 billion in client assets. The deal is intended to expand Corient’s New York presence and add a specialized team focused on wealth management and private markets investing for ultra-high-net-worth families and entrepreneurs.
-
- Buyer
- Edwards Asset Management
- Target
- Shoaf Wealth Management
- Seller
- Bill Shoaf
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
Edwards Asset Management announced the successful transition of Shoaf Wealth Management into its firm, combining two aligned wealth management practices. Financial terms were not disclosed, and Shoaf founder Bill Shoaf will remain involved during the integration to support client continuity.
-
July 27, 2026
- Buyer
- LPL Financial
- Target
- Williams Tax & Financial Services
- Seller
- Cetera
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Growth capital
LPL Financial announced that the advisors of Williams Tax & Financial Services have joined its broker-dealer and Registered Investment Advisor platform, leaving Cetera. The team manages approximately $340 million in advisory, brokerage, and retirement plan assets.
-
July 24, 2026
- Buyer
- Cary Street Partners
- Target
- Seneca House Advisors
- Industry
- Wealth Management
- Location
- Virginia, United States
- Type
- Buyout
Cary Street Partners acquired Seneca House Advisors to expand its wealth management presence in Richmond, Virginia and open a dedicated Cary Street Partners office in the city’s West End. Financial terms were not disclosed, and the Seneca House team will continue serving clients from its existing location under the Cary Street Partners name, using Cary Street’s technology and broader investment platform.
-
- Buyer
- Avidian Wealth Solutions
- Target
- Ridgeback Capital Management
- Seller
- Michael C. Kuznicki
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Buyout
Avidian Wealth Solutions acquired Ridgeback Capital Management to expand Avidian’s independent wealth management presence in the Houston area. Ridgeback is an independent investment advisory firm headquartered in Bellaire, Texas, and its founder will join Avidian as a Senior Wealth Advisor.
-
July 17, 2026
- Buyer
- Indivisible Partners
- Target
- FMB Wealth Management
- Seller
- Debbie Fields, Tom Fields (late), FMB Wealth Management’s existing partners led by Grant Blindbury, FMB Wealth Management’s existing partners led by Danny Mock, FMB Wealth Management’s existing partners led by JJ Fields
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Addon
Indivisible Partners joined with California wealth advisory firm FMB Wealth Management, providing it access to expanded operational, investment, planning, and growth resources while preserving FMB’s existing client relationships and culture. The arrangement follows an internal ownership transition at FMB, with co-founders Debbie Fields and the next-generation leadership team transferring majority ownership to existing partners led by Grant Blindbury, Danny Mock, and JJ Fields.
-
- Buyer
- Wealth Enhancement
- Target
- WealthShield Partners, Madison Oaks Wealth Partners
- Seller
- WealthShield Partners (led by Managing Partner Robert Leggett), Madison Oaks Wealth Partners (led by Managing Partner Scott Lord and partners Kenny Bollinger, Stuart Gay, and John Maher)
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Wealth Enhancement, an independent wealth management firm, acquired the investment advisory business of Raleigh-area WealthShield Partners and its affiliated practice Madison Oaks Wealth Partners (operating as a DBA). The combined teams manage more than $993 million in client assets and have joined Wealth Enhancement as the Emerald Team and Madison Oaks Team. The acquisition closed on June 30, 2026.
-
July 10, 2026
- Buyer
- Carson Group
- Target
- Pinnacle Wealth Management
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Carson Group has acquired Pinnacle Wealth Management, a California-based wealth advisory firm. Pinnacle’s team will operate as Carson Wealth and join Carson’s Roseville, California office, bringing approximately $236 million in advisory and brokerage assets.
-
- Buyer
- Wealth Enhancement
- Target
- Kaminsky-Silverman Group of Shufro Rose
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Wealth Enhancement, a national independent wealth management firm, announced it will acquire the Kaminsky-Silverman Group of Shufro Rose in New York City. The team manages more than $554 million in client assets and provides financial planning, investment management, retirement strategies, and tax and estate planning coordination.
-
- 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
- GCG Advisory Partners
- Target
- Head Investment Partners
- Industry
- Wealth Management
- Location
- Tennessee, United States
- Type
- Addon
GCG Advisory Partners has partnered with Head Investment Partners, a Knoxville, Tennessee-based advisory firm with $180 million in assets under management, which will join GCG’s platform. Head Investment Partners’ leader Daniel Head will join GCG as an Operating and Equity Partner, with the Head team retaining its brand and day-to-day operations. Terms of the transaction were not disclosed.
-
June 24, 2026
- Buyer
- Kudu Investment Management, LLC
- Target
- Australian Financial Planning Group (AFPG)
- Industry
- Wealth Management
- Location
- New South Wales, Australia
- Type
- Growth capital
Australian Financial Planning Group (AFPG) has secured a minority investment from Kudu Investment Management to fund growth initiatives. AFPG plans to expand its adviser base and pursue strategic acquisitions while maintaining its independent ownership structure and founder-led leadership.
-
- Buyer
- Harbourfront Wealth Group
- Target
- Cumberland Partners Limited, Cumberland Private Wealth Management, Cumberland Investment Counsel, NCM Investments
- Seller
- Cumberland Partners Limited (and its subsidiaries, as the acquired entities)
- Industry
- Wealth Management
- Location
- Canada
- Type
- Buyout
Harbourfront Wealth Group entered into an agreement to acquire Cumberland Partners Limited and its subsidiaries, adding approximately $5 billion in assets under administration. The deal expands Harbourfront Wealth’s presence across Canada and specifically deepens its footprint in Toronto and Calgary, with closing expected in Q3 2026 subject to regulatory approvals and customary conditions.
-
- Buyer
- Prime Capital Financial
- Target
- Access Capital
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Buyout
Prime Capital Financial acquired Access Capital, strengthening its presence in Wichita, Kansas. The firm also added financial advisor Sean Spencer as part of the transaction to expand wealth management and financial planning services for business owners, families, and individuals.
-
- Buyer
- Waverly Advisors, LLC, Waverly Business Services, LLC
- Target
- WealthPlans, LLC, Cooley & Associates, P.C.
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Waverly Advisors, LLC acquired WealthPlans, LLC and its affiliate Cooley & Associates, P.C. in order to strengthen its presence in the Mid-Atlantic and establish a second Maryland location. As part of the transaction, Waverly’s affiliate, Waverly Business Services, acquired Cooley & Associates, and Brent Cooley and his team joined Waverly. The deal closed on May 29, 2026; financial terms were not disclosed.
-
- Buyer
- Soltis Investment Advisors, LLC
- Target
- Artifex Financial Group
- Industry
- Wealth Management
- Location
- Utah, United States
- Type
- Buyout
Soltis Investment Advisors, a registered investment adviser, announced it has acquired Artifex Financial Group, a fee-only wealth management firm based in Dayton, Ohio. The deal adds an Artifex servicing team and three Ohio offices to expand Soltis’ Midwest footprint, while Artifex co-founders retain active leadership roles.
-
- Buyer
- Insigneo
- Target
- VectorGlobal Wealth Management Group, VectorGlobal IAG
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Insigneo has completed the integration of client accounts from VectorGlobal Wealth Management Group and its Registered Investment Advisor affiliate, VectorGlobal IAG. The acquisition adds nearly $4 billion in client assets and expands Insigneo’s presence across the Americas, including a new Canada footprint via Insigneo Canada ULC.
-
- Buyer
- Wellington Management
- Target
- Hartford Funds
- Seller
- The Hartford
- Industry
- Wealth Management
- Location
- Connecticut, United States
- Type
- Buyout
Wellington Management entered into a definitive agreement to acquire Hartford Funds from The Hartford for an estimated net present value of $1.9 billion. Upon closing, Hartford Funds will be integrated into Wellington’s U.S. Wealth business and operate under the Wellington brand, using Wellington investment capabilities and Hartford Funds’ U.S. distribution platform.
-
- 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
- Focus Partners Wealth, LLC
- Target
- EverNest Financial Advisors, LLC
- Industry
- Wealth Management
- Location
- Indiana, United States
- Type
- Buyout
Focus Financial Partners’ wealth management business, Focus Partners Wealth, LLC, will acquire EverNest Financial Advisors, LLC. The transaction is expected to close in the third quarter of 2026, subject to customary closing conditions, and EverNest is expected to add approximately $960 million (as of December 31, 2025) to Focus Partners Wealth’s regulatory assets under management.
-
- 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, Stone Point Capital, Oak Hill Capital
- Target
- Synthesis Wealth Planning, IFG Wealth Strategies
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
Bluespring Wealth acquired Synthesis Wealth Planning, a Kestra Financial-affiliated planning-led wealth management firm headquartered in Morristown, New Jersey, with approximately $1.1 billion in overseen assets. The deal expands Bluespring’s footprint to offices across New Jersey and Jupiter, Florida, and incorporates the planning-first teams and capabilities of Synthesis and Kestra-affiliated IFG Wealth Strategies.
-
May 20, 2026
- Buyer
- Beacon Pointe Advisors
- Target
- Financially In Tune
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Beacon Pointe Advisors welcomed Financially In Tune, a female-founded registered investment advisory (RIA) firm based in Stoneham, Massachusetts, to further expand its East Coast—particularly New England—presence. The acquisition formally closed on May 1, 2026, with Financially In Tune continuing under a fiduciary model and maintaining its leadership team.
-
- Buyer
- Captrust Financial Advisors
- Target
- Stillwater Capital Advisors
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Type
- Buyout
Captrust Financial Advisors acquired Stillwater Capital Advisors, a Devon, Pennsylvania wealth management firm with $1.25 billion in assets under management. The deal extends Captrust’s private wealth footprint into the greater Philadelphia suburbs and Stillwater will adopt the Captrust brand.
-
May 7, 2026
- Buyer
- Wealthspire
- Target
- Fi3 Advisors
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Wealthspire has entered into an agreement to acquire Fi3 Advisors, an Indianapolis-based boutique advisory firm with approximately $1.2 billion in assets under management. The deal expands Wealthspire’s Indianapolis presence and adds Fi3’s team and family-office oriented client experience to Wealthspire’s platform, following the launch of Wealthspire Family Office earlier this year.
-
- 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.
-
- Buyer
- Wealth Enhancement
- Target
- Sherpa Wealth Strategies
- Industry
- Wealth Management
- Location
- Oregon, United States
- Type
- Buyout
Wealth Enhancement, an independent wealth management firm, acquired Sherpa Wealth Strategies, a hybrid RIA based in Bend, Oregon, managing over $108 million in client assets. The acquisition closed on April 30, 2026, expanding Wealth Enhancement’s platform through an adviser-led team and its planning-centered approach.
-
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.
-
May 1, 2026
- Buyer
- Carson Group
- Target
- Harbor Wealth Management
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Buyout
Carson Group, a wealth advisory firm, has acquired Harbor Wealth Management, a Green Bay, Wisconsin-based advisory firm managing approximately $396 million in assets under management. The Harbor Wealth team will transition as an integrated office and rebrand as a Carson Wealth office in Green Bay.
-
- Buyer
- The Mather Group
- Target
- Sebold Capital Management
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
The Mather Group, a wealth management firm serving high-net-worth individuals and families, announced a partnership in which Sebold Capital Management will integrate into The Mather Group. The acquisition is intended to deepen The Mather Group’s business-owner advisory capabilities, especially around growth, transition, and liquidity planning.
-
- Buyer
- Mission Wealth
- Target
- Independent wealth advisory firm(s) in Southern California, Independent wealth advisory firm(s) in the Pacific Northwest
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Addon
Mission Wealth has completed two strategic mergers with independent wealth advisory firms, finalized in May 2026. The acquired firms are based in Southern California and the Pacific Northwest and add more than $1 billion in combined assets under management, along with investment management, tax planning, estate planning, and multigenerational wealth planning capabilities.
-
April 29, 2026
- Buyer
- MCF Advisors
- Target
- Hoff Bujnoch & Associates
- Industry
- Wealth Management
- Location
- Kentucky, United States
- Type
- Buyout
MCF Advisors acquired Hoff Bujnoch & Associates, a Newport, Kentucky-based wealth management firm with about $250 million in assets under management. The deal closed on April 29, 2026, expanding MCF’s presence in Northern Kentucky and integrating the HBA team under the MCF umbrella.
-
April 24, 2026
- Buyer
- Carson Group
- Target
- Carson Wealth (Murray, Utah practice led by Thom Hall)
- Seller
- Thom Hall (Managing Partner and Wealth Advisor, Carson Wealth Murray)
- Industry
- Wealth Management
- Location
- Utah, United States
- Type
- Buyout
Carson Group, a wealth advisory firm, acquired the Carson Wealth practice based in Murray, Utah, led by Managing Partner and Wealth Advisor Thom Hall. The team manages approximately $160 million in AUM and will integrate as Carson Group’s 43rd integrated office.
-
April 23, 2026
- Buyer
- Hightower
- Target
- The Bahnsen Group (TBG)
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Hightower signed a definitive agreement to acquire The Bahnsen Group, a U.S. wealth management franchise practice managing approximately $9.5 billion in assets under management as of December 31, 2025. The transaction is expected to close in the third quarter and will deepen integration across technology, operations, compliance, wealth solutions, and advisor services while TBG continues under its established brand with an added “A Hightower Company” designation.
-
- Buyer
- Fiducient Advisors (Wealthspire), Wealthspire
- Target
- Sellwood Investment Partners
- Industry
- Wealth Management
- Location
- Oregon, United States
- Type
- Buyout
Fiducient Advisors, a part of Wealthspire, has entered into an agreement to acquire Sellwood Investment Partners, a Portland, Oregon-based investment advisory firm with $11 billion in total assets. The deal is intended to strengthen Wealthspire’s institutional and private client advisory capabilities, especially in the Pacific Northwest, while Sellwood’s team and Portland operations continue serving clients.
-
- Buyer
- Waterloo Capital
- Target
- Allied Portfolio Management
- Seller
- Steve Graham (founder and former president of Allied Portfolio Management)
- Industry
- Wealth Management
- Location
- Arizona, United States
- Type
- Addon
Waterloo Capital announced it acquired an equity stake in Allied Portfolio Management, a wealth management firm headquartered in Tucson, Arizona. The combined practice will operate under the Waterloo Capital name, expanding Waterloo’s institutional-grade wealth management presence into the Tucson and Scottsdale markets.
-
April 16, 2026
- Buyer
- Corient
- Target
- Bedrock Group
- Seller
- Bedrock Group principals (Ariel Arazi, Maurice Ephrati, and David Joory)
- Industry
- Wealth Management
- Location
- Switzerland
- Type
- Buyout
Corient, the U.S.-based integrated wealth management firm, agreed to acquire Bedrock Group, a Geneva-based multi-family office and wealth manager. The deal is subject to closing conditions and regulatory approvals, and Bedrock principals will become Corient partners. The acquisition expands Corient’s presence across Europe and adds approximately $10.7 billion in client assets.
-
April 9, 2026
- Buyer
- Corient
- Target
- Vivaldi Capital Management
- Seller
- David Sternberg, Randal Golden
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Corient has agreed to acquire Vivaldi Capital Management, a Chicago-based registered investment advisor (RIA) overseeing $5.6 billion in assets under management. The deal is expected to close during the second quarter of 2026, at which point Vivaldi’s principals will become Corient Partners.
-
- Buyer
- Hightower Signature Wealth (HTSW), Hightower
- Target
- Lexington Wealth Management
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Hightower Signature Wealth (HTSW) announced an agreement for Lexington Wealth Management to join its platform, bringing approximately $3.2 billion in assets under management (AUM). Upon close, HTSW is expected to manage more than $29 billion in AUM across 25+ locations, while Lexington’s team of 25 professionals (including 16 advisors) gains access to expanded investment capabilities and operational 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
- Emigrant Partners
- Target
- Keen Wealth Advisors
- Industry
- Wealth Management
- Location
- Kansas, United States
- Type
- Growth capital
Emigrant Partners announced a strategic minority (non-voting) investment in Keen Wealth Advisors, an Overland Park, Kansas-based independent RIA managing $1.3 billion in assets. Keen will continue to operate independently with no changes to its leadership, advisory staff, or client service model, using the capital to accelerate growth and invest in team, technology, and client experience.
-
April 1, 2026
- Buyer
- Mercer Advisors
- Target
- Charter Oak Capital Management
- Industry
- Wealth Management
- Location
- New Hampshire, United States
- Type
- Buyout
Mercer Advisors announced the acquisition of Charter Oak Capital Management, a Portsmouth, New Hampshire–based wealth management firm with more than $1.5 billion in assets under management. The deal is designed to expand Mercer Advisors’ presence along the New Hampshire seacoast and strengthen its broader New England footprint while allowing Charter Oak to maintain its boutique, relationship-driven identity.
-
April 1, 2026
- Buyer
- Cerity Partners
- Target
- Covenant Partners LLC
- Industry
- Wealth Management
- Location
- Tennessee, United States
- Type
- Buyout
Cerity Partners has merged with Covenant Partners LLC, a boutique wealth management firm based in Nashville, Tennessee. The partnership marks Cerity Partners’ entry into the Tennessee market, with Covenant Partners operating under the Cerity Partners name.
-
- Buyer
- Apella Wealth
- Target
- Financial Connections Group
- Seller
- Jill Hollander, Brian Pon, Kai Bogdanovich, Financial Connections Group partners and team
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Apella Wealth acquired Financial Connections Group, a fee-only fiduciary wealth management firm headquartered in Larkspur, California, in order to strengthen its West Coast footprint and expand planning expertise. The deal closed on April 1, 2026, adding about $625 million in client assets and bringing Apella’s AUM to approximately $10.5 billion.
-
- Buyer
- Savant Wealth Management
- Target
- Heller Wealth Management
- Seller
- Larry Heller, Greg Moss, Belinda Tsui, Ian Heller
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Savant Wealth Management announced a partnership with Heller Wealth Management, bringing approximately $550 million in assets under management into Savant. The transaction closed on March 31, 2026 and adds a second New York office, strengthening Savant’s presence on Long Island.
-
March 31, 2026
- Buyer
- Wealth Enhancement
- Target
- Parros Financial Group
- Industry
- Wealth Management
- Location
- Michigan, United States
- Type
- Buyout
Wealth Enhancement, an independent wealth management firm, acquired Parros Financial Group, a hybrid RIA based in Ann Arbor, Michigan, managing over $118 million in client assets. The acquisition closed on March 31, 2026 and Wealth Enhancement said it would mark the firm’s first Ann Arbor location while expanding its platform resources for future growth.
-
March 30, 2026
- Buyer
- Composition Wealth
- Target
- Edgewater Wealth Management
- Seller
- Northwestern Mutual Private Client Group
- Industry
- Wealth Management
- Location
- Washington, United States
- Type
- Buyout
Composition Wealth merged with Edgewater Wealth Management, a Tacoma, Washington-based registered investment advisory team overseeing approximately $900 million in client assets. The Edgewater team of 16 professionals (including eight wealth advisors) joined Composition Wealth from Northwestern Mutual Private Client Group as part of Composition Wealth’s strategy to build a nationwide advisory network in the Pacific Northwest.
-
- 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.
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Frequently Asked Questions
What kinds of transactions are included in wealth management acquisitions here?
The page covers acquisitions and integrations (including team and client-account additions) as well as minority and strategic equity investments.
Which geographies show up most often?
Recent items reference the United States, Canada, and Australia, with specific U.S. states (such as California, New York, Texas, Tennessee, Utah, and Kansas) and Canadian location detail including British Columbia.
Do these deals usually focus on buying firms or adding advisor teams?
Both appear. Several entries describe buyers acquiring advisory practices and integrating the acquired team, while others emphasize joining a platform and expanding office presence.
Do any deals involve capital partners rather than full acquisitions?
Yes. For example, Kudu Investment Management made a minority investment in Australian Financial Planning Group (AFPG), and Berkshire Partners provided strategic investment into Harbourfront Wealth Group while Audax Private Equity retained significant interest.
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