Tracked deals
611
611 tracked deals across 2019-2026.
Top Wealth Management Acquirers (2019-2026)
Buyer mix
Strategic-led
552 strategic · 123 pe
Top trend
Volume peaked in 2025
142 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Corient is featured in multiple transactions, including additions that focus on ultra-high-net-worth or comprehensive wealth management and private markets investing.
- Platform expansion is a recurring driver: buyers add locations and teams in states such as California, New York, New Jersey, North Carolina, Alabama, and New Hampshire.
- Deal structures vary, including acquisitions (e.g., Merit’s acquisition of The Bridgeway Group) and strategic minority investment partnerships (e.g., Carlyle Global Credit’s investment in Prime Capital Financial).
- Integrations often emphasize centralized support—investment management, operations, technology, compliance, marketing, and client service—such as in Hightower’s acquisition of Stearns Financial Group.
- Many transactions explicitly plan for leadership and employee retention or continuity of client relationships during and after the transition.
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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 | 17 | 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) |
| Merit Financial Advisors | 14 | National wealth management firm (RIA) supporting independ... | Strategic (PE-backed) |
| Waverly Advisors, LLC | 13 | Fee-only registered investment adviser providing investme... | Strategic (PE-backed) |
| Wealth Enhancement | 13 | National independent wealth management firm providing fin... | Strategic |
| 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) |
Acquisition Volume in Wealth Management by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 14, 2026
- Buyer
- OnePoint BFG Wealth Partners
- Target
- Bast Financial Group
- Seller
- Rebecca Bast, Bast Financial Group founders and team (Rebecca Bast and six colleagues)
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
OnePoint BFG Wealth Partners acquired Bast Financial Group, a Tampa, Florida wealth management firm managing approximately $400 million in assets under management. The deal adds a seven-person team led by founder and private wealth advisor Rebecca Bast, and expands OnePoint BFG’s presence in Florida with enhanced investment capabilities and technology support.
-
September 14, 2026
- Buyer
- WFA Volare
- Target
- WFA, Volare Wealth Advisors
- Industry
- Wealth Management
- Location
- Louisiana, United States
- Type
- Buyout
WFA and Volare Wealth Advisors have completed a strategic merger to create WFA Volare, a unified wealth management firm managing more than $750 million in client assets. The combined organization preserves existing advisor relationships and local leadership across multiple markets, with RFG Advisory supporting the transaction.
-
September 14, 2026
- Buyer
- Carson Group
- Target
- Elios Financial Group
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Buyout
Carson Group acquired Elios Financial Group, an Ohio-based wealth management firm with approximately $367 million in assets under management. Elios will become a Carson Wealth office in Westlake, Ohio, and will continue to be led by Managing Partner and Wealth Advisor James Elios while gaining access to Carson’s integrated wealth management platform.
-
September 10, 2026
- Buyer
- Hightower Signature Wealth
- Target
- Boston Hill Advisors
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Hightower Signature Wealth added Boston Hill Advisors to its national wealth management platform. The move brings approximately $1.6 billion in assets under management, along with 18 employees and 11 advisors, and Boston Hill will continue operating from offices in North Andover and Natick, Massachusetts.
-
September 4, 2026
- Buyer
- Summit Wealth Group
- Target
- Financial Investment Team (FIT)
- Seller
- Diana Harrison
- Industry
- Wealth Management
- Location
- Oregon, United States
- Type
- Buyout
Summit Wealth Group acquired Financial Investment Team (FIT), a Portland, Oregon financial planning practice managing approximately $224 million in client assets. The deal brings all 10 FIT employees (including three advisors) into Summit and establishes Summit’s first Pacific Northwest office presence, while also addressing founder Diana Harrison’s succession needs.
-
September 1, 2026
- Buyer
- Sequoia Financial Group
- Target
- BSW Wealth Partners
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Sequoia Financial Group acquired BSW Wealth Partners, a Colorado-registered investment adviser managing about $2.3 billion in client assets. BSW will operate under the Sequoia Financial brand, giving BSW clients expanded access to Sequoia’s wealth management, tax and estate planning, and family office services.
-
August 31, 2026
- Buyer
- Savant Wealth Management
- Target
- Socha Financial Group, LLC
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Savant Wealth Management has partnered with Corning, New York-based registered investment adviser Socha Financial Group, a planning-focused firm managing about $542 million in assets under management. The partnership closed on August 31, 2026, with the Socha team joining Savant—most as employees, and key leaders as member-owners.
-
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.
-
- Buyer
- Wealth Enhancement
- Target
- Servo Wealth Management
- Industry
- Wealth Management
- Location
- Oklahoma, United States
- Type
- Buyout
Wealth Enhancement announced it acquired the investment advisory business of Servo Wealth Management, an independent RIA based in Oklahoma City, Oklahoma. The deal provides Wealth Enhancement with an additional independent wealth management team and brings Servo’s client assets of over $210 million into its platform; the acquisition closed on August 15, 2026.
-
- Buyer
- Wealth Enhancement
- Target
- Weinand Financial
- Industry
- Wealth Management
- Location
- Washington, United States
- Type
- Buyout
Wealth Enhancement, an independent wealth management firm, acquired the investment advisory business of Weinand Financial, an independent RIA in Olympia, Washington. The acquisition adds a team of one advisor and four support professionals managing more than $644 million in client assets. The deal closed on August 15, 2026.
-
August 17, 2026
- Buyer
- Maridea Wealth Management
- Target
- Park Ridge Financial, Inc.
- Industry
- Wealth Management
- Location
- Illinois, United States
- Type
- Buyout
Maridea Wealth Management has acquired Park Ridge Financial, a Chicago-based advisory firm providing full-service financial planning, investment management, retirement strategies, and estate conservation. The Park Ridge team will join Maridea’s existing Chicago office to expand Maridea’s local presence, while Park Ridge clients gain access to Maridea’s tax services, investment research, and broader planning infrastructure.
-
August 14, 2026
- Buyer
- Merit Financial Advisors
- Target
- The Bridgeway Group
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Merit Financial Advisors acquired The Bridgeway Group, a Southern California wealth management firm with approximately $900 million in total assets and offices in Pasadena and Covina. The transaction closed on July 31, 2026, and all Bridgeway employees—including partners Matt Dupon, Sean Montgomery, and Scott Miller—joined Merit, with Bridgeway rebranding as Merit Financial Advisors.
-
August 7, 2026
- Buyer
- AlphaCore Wealth Advisory
- Target
- Brave Family Advisors
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
AlphaCore Wealth Advisory added Brave Family Advisors, a boutique wealth management practice with approximately $700 million in client assets. The acquisition supports AlphaCore’s expansion into the New York metropolitan area and coincides with the opening of its Summit, New Jersey office.
-
August 7, 2026
- Buyer
- Corient
- Target
- Summit Trail Advisors
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Corient has agreed to add Summit Trail Advisors, a registered investment adviser focused exclusively on ultra-high-net-worth clients. Summit Trail, which manages more than $21 billion in assets and operates as an outsourced family office and chief investment officer, is expected to complete the transaction in the third quarter of 2026, with financial terms undisclosed.
-
August 6, 2026
- Buyer
- Sequoia Financial Group
- Target
- All Star Financial
- Seller
- Robert Klefsaas (Founder and CEO)
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Sequoia Financial Group acquired All Star Financial, an independent wealth management firm based in the Minneapolis–St. Paul area. The deal adds approximately $796 million in assets under management and $566 million in retirement plan assets under advisement as of June 30, 2026, and All Star’s 14 employees and founder/CEO Robert Klefsaas will join Sequoia.
-
August 4, 2026
- Buyer
- Hightower Advisors, Hightower Signature Wealth
- Target
- Stearns Financial Group
- Industry
- Wealth Management
- Location
- North Carolina, United States
- Type
- Addon
Hightower Advisors has added Stearns Financial Group to its Hightower Signature Wealth platform, bringing approximately $2.5 billion in assets under management and 30 employees. The transition expands Stearns Financial Group’s partnership with Hightower and provides centralized support across investment management, operations, technology, compliance, marketing, and client service.
-
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 agreed to acquire Seven Bridges Advisors, a New York-based registered investment advisor and multi-family office with about $4.9 billion in client assets. The addition is intended to expand Corient’s presence in New York and add a team focused on comprehensive wealth management and private markets investing; Seven Bridges principals will become Corient Partners after the acquisition closes.
-
- Buyer
- Wealth Enhancement
- Target
- Miramar Capital
- Industry
- Wealth Management
- Location
- Illinois, United States
- Type
- Buyout
Wealth Enhancement, an independent wealth management firm, acquired the investment advisory business of Miramar Capital, an independent RIA based in Northbrook, Illinois. The transaction closed on July 31, 2026, adding more than $592 million in client assets managed by Miramar Capital to Wealth Enhancement’s platform.
-
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
- 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, a Richmond, Virginia wealth management firm led by Elizabeth King, Matthew Daniel, and Tyler Napier. The deal expands Cary Street Partners’ presence with a dedicated West End Richmond office and brings the firm to 22 locations nationwide, while Seneca House’s team continues serving clients from its current location under the Cary Street Partners name.
-
- 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.
-
July 14, 2026
- Buyer
- Caprock
- Target
- Venturi Private Wealth
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Buyout
Caprock, a Boise-based multi-family office registered investment adviser, announced the acquisition of Venturi Private Wealth, an Austin independent wealth management firm with about $4 billion in assets under management. The deal brings roughly 30 Venturi employees (including 10 advisors) to Caprock and expands its footprint in Austin and establishes a stronger presence in Oklahoma City. Terms were not disclosed, and Venturi clients will continue working with their existing advisors while operating under the Caprock brand and platform following closing.
-
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
- 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
- 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.
-
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.
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Frequently Asked Questions
Which wealth management acquirers appear repeatedly in these deals?
Recurring buyers in the listings include Cerity Partners, Allworth Financial, Wealth Enhancement Group, Savant Wealth Management, Mercer Global Advisors, Inc. (Mercer Advisors), EP Wealth Advisors, Merit Financial Advisors, and Corient.
What kinds of deal structures show up in this wealth management M&A activity?
Both acquisitions and strategic investment partnerships appear. For example, Merit Financial Advisors completed an acquisition of The Bridgeway Group, while Carlyle Global Credit made a minority investment in Prime Capital Financial.
Which U.S. locations are most commonly referenced?
Recent deal locations include California, New Jersey, New York, Kansas, North Carolina, Alabama, New Hampshire, and Illinois (among others shown in the listings).
Do these transactions typically mention assets under management or related metrics?
Yes. Several deals describe scale using AUM and related figures such as advisory and brokerage assets under advisement, as well as client assets added to the buyer’s platform.
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