Wealth Management Acquisitions in 2026

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.

Elevation Point has made a strategic minority (growth) investment in Hampton Bluff Capital Partners, a newly launched independent wealth management firm based in Atlanta, Georgia that oversees approximately $1.3 billion in client assets. The partnership gives Hampton Bluff access to Elevation Point's ecosystem — including custody, lending, capital-raising, investment banking and estate-planning tools — to support the team's transition from UBS Private Wealth Management to an independent RIA and to accelerate growth and capability expansion.

Ascentis Wealth Management (part of Ascentis Holdings) announced that Kevin Gray and his advisory practice are joining the Ascentis platform as Ascentis Family Wealth; Gray will take an equity stake in Ascentis Wealth Management. Once assets are transferred the practice will oversee about $250 million in AUM, with Advisory Services Network providing operations and compliance support to the arrangement.

Carson Group announced it has fully acquired its Carson Wealth office in Scottsdale, Arizona, bringing the previously minority‑held Carson Wealth Scottsdale practice under full ownership. The Scottsdale team, led by managing partner Brent Pine, oversees roughly $430 million in AUM and the deal is positioned primarily to support succession, leadership development and long‑term client continuity.

Mission Wealth has merged with RightPath Investments & Financial Planning, a Colorado-based independent, fee-only wealth advisory firm founded by Steven R. Smith. As part of the integration Smith will join Mission Wealth as a Special Advisor and Megan Nuttelman will join as a Wealth Advisor; the deal expands Mission Wealth's footprint in Colorado and strengthens its retirement planning capabilities.

Aerodigm Wealth completed a management buyout of the wealth advisory business formerly known as Delap Wealth Advisory and relaunched as an independent, partner-owned advisor with approximately $1.5 billion in AUM. The transaction establishes Aerodigm as a Portland, Oregon–headquartered firm focused on tax-aware wealth advice, multigenerational planning, and continuity of leadership following the separation from Delap.

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.

Savvy Advisors Inc., a tech-enabled RIA platform affiliated with Savvy Wealth, announced the addition of Denver-based Colorado Wealth Group (CWG), bringing approximately $300 million in client assets. CWG’s eight-person team retains ownership of their book while gaining access to Savvy’s back-office infrastructure, AI-enabled tools and operational support as Savvy continues rapid advisor-led platform growth.

Bluespring Wealth Partners has acquired Plymouth, Massachusetts-based financial planning firm SHP Financial, which oversees approximately $2.3 billion in assets. The deal brings SHP's ~50-person team and three Massachusetts offices into Bluespring's advisor platform, expanding the buyer's presence in New England.

Evermay Wealth Management, a fee-only fiduciary RIA based in Arlington, Virginia, has merged with Novotny, Larash, Venters & Wolf (NLVW), a tax preparation and business advisory firm headquartered in Annapolis, Maryland. The deal brings roughly 25 NLVW professionals into Evermay (operating the tax practice as Evermay Tax LLC under Brandon Wolf, CPA, CFP) and expands Evermay’s capabilities to provide integrated wealth, tax, and business advisory services to NLVW’s ~1,000 clients.

Arax Investment Partners has acquired GFP Private Wealth, a Cleveland, Ohio-based registered investment adviser with $1.5 billion in assets under management. GFP will join Arax Advisory Partners, expanding Arax's Midwest presence and pairing GFP's high-net-worth advisory capabilities with Arax's platform infrastructure to support the firm's next phase of growth.

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.

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.

Merit Financial Advisors, an Atlanta-based wealth management firm, has acquired GlennCo, LLC, a Newtown, Pennsylvania-based wealth management practice overseeing approximately $208 million in assets; the transaction was finalized on February 6, 2026. The acquisition expands Merit’s footprint in Bucks County and establishes its seventh office in Pennsylvania; Glenn Cohen and his advisory team join Merit. Financial and legal terms were not disclosed.

Mission Wealth Management, LP has merged with Austin-based PBL Wealth Management, LLC; PBL founder Adam Broughton joins Mission Wealth as a Partner and Senior Wealth Advisor. The deal expands Mission Wealth's presence in Texas and integrates PBL's tax-aware planning and educational resources into Mission Wealth's national RIA platform.

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.

Clearstead Advisors has acquired The Clarius Group, a Seattle-based multi-family office overseeing approximately $5.1 billion in assets, with the transaction closing on January 31, 2026. Thirty-six Clarius professionals, including co-founders Keith Vernon and Matthew Talbot, joined Clearstead as part of the deal, which strengthens Clearstead's ultra-high-net-worth and family office capabilities and its presence in the Pacific Northwest.

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.

Corient has acquired the business of Palo Alto Wealth Advisors, a Palo Alto, California-based registered investment advisor with $766.7 million in assets under management. The deal brings the Palo Alto team into Corient, deepening Corient's West Coast and Silicon Valley presence and expanding its capabilities serving technology founders and entrepreneurs.

NorthRock Partners announced it has onboarded Illinois-based advisory firm Martin & Associates, a five-person team bringing approximately $500 million in assets under management, pushing NorthRock's AUM past $11 billion. The team, previously affiliated with Ameriprise Financial, will transition client relationships onto NorthRock’s Personal Office platform to deepen the firm’s presence in Illinois and expand its wealth management capabilities.

Elevation Point has made a minority growth investment in Forta Wealth Partners, enabling the Indianapolis-based advisory team to launch an independent RIA with access to custodial, technology, and capital resources. Forta, a trade name of Elevation Point Wealth Partners, brings more than $900 million in client assets carried over from its prior Merrill Lynch practice and will benefit from Elevation Point’s support and Goldman Sachs custody collaboration.

Apollon Wealth Management has added Indiana-based registered investment adviser Sage Advisors to its national platform. The move expands Apollon's presence in the Midwest and gives Sage Advisors access to Apollon's operational capabilities while preserving the firm's client-first advisory model.

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.

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.

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.

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

Cerity Partners has merged with SOL Capital Management, with SOL operating under the Cerity Partners name. The combination expands Cerity’s footprint in Maryland and the greater Washington, D.C. area and strengthens its investment and advisory capabilities for high- and ultra-high-net-worth clients; Houlihan Lokey advised SOL Capital and Nelson Mullins served as legal counsel.

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.

Creative Planning, a U.S.-based independent wealth management firm, has acquired Baseline Wealth Management, a Swiss RIA with offices in Geneva and Zurich. The deal adds 14 employees and more than $1 billion in AUM and represents Creative Planning's first international acquisition as it expands into Europe.

Carson Group has fully acquired its Carson Wealth practice in Minneapolis, buying the remaining ownership stake in the office led by Jeremy Willner. The deal (financial terms undisclosed) brings approximately $395 million in advisory and brokerage assets under Carson’s full ownership and is intended to support continuity, succession planning and accelerated growth in the Twin Cities market.

The Mather Group, a Chicago-based fee-only registered investment advisory firm, has partnered with The Hogan-Knotts Financial Group of Red Bank, New Jersey, bringing the latter's ~$300 million AUM practice onto TMG's platform. The move expands TMG’s East Coast presence and adds planning and advisory resources as the Hogan-Knotts principals join the combined platform; financial terms were not disclosed.

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.

Cerity Partners has merged with Austin Private Wealth, a fiduciary Registered Investment Adviser based in Austin, Texas. The combination expands Cerity's presence in the Austin market and brings Austin Private Wealth's clients and advisory capabilities onto Cerity's national wealth management platform; Republic Capital Group advised Austin Private Wealth.

Mid Penn Bancorp completed its acquisition of Sarasota-based registered investment advisor Cumberland Advisors on January 1, 2026, adding approximately $3.2 billion in assets under management. Cumberland has been merged into a newly formed Mid Penn subsidiary operating as Cumberland Advisors, LLC, and its investment advisory professionals have joined Mid Penn to expand the bank’s wealth and investment management capabilities; financial terms were not disclosed.