Tracked deals
142
142 tracked deals across 2026.
Wealth Management Acquisitions in 2026
Buyer mix
Strategic-led
126 strategic · 18 pe
Top trend
Volume peaked in 2025
142 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 |
|---|---|---|---|
| Carson Group | 8 | Wealth management platform and advisory services firm tha... | Strategic |
| Cerity Partners | 8 | Independent wealth management and investment advisory fir... | Strategic (PE-backed) |
| Wealth Enhancement | 8 | Independent wealth management firm providing personalized... | Strategic |
| Merit Financial Advisors | 7 | National wealth management firm and RIA supporting indepe... | Strategic (PE-backed) |
| Corient | 6 | National wealth management firm and private partnership s... | Strategic |
| LPL Financial | 4 | Broker-dealer, registered investment advisor, and wealth ... | Strategic |
| Apella Wealth | 3 | A registered investment advisory firm providing financial... | Strategic (PE-backed) |
| Beacon Pointe Advisors | 3 | Independent registered investment adviser providing wealt... | Strategic |
| CAPTRUST Financial Advisors | 3 | Independent investment and wealth advisory firm providing... | Strategic (PE-backed) |
| Elevation Point | 3 | Wealth management partner that makes minority investments... | Strategic |
Acquisition Volume in Wealth Management in 2026 by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
October 9, 2026
- Buyer
- Aspen Standard Wealth
- Target
- Cullen Investment Group
- Industry
- Wealth Management
- Location
- Louisiana, United States
- Type
- Buyout
Aspen Standard Wealth acquired Cullen Investment Group, a Lafayette, Louisiana-based registered investment adviser with more than $1 billion in assets under management. Cullen will join Aspen’s network of independent RIAs, gaining additional resources while continuing to serve clients under its existing approach.
-
October 9, 2026
- Buyer
- Trilogy Capital
- Target
- Mountain Capital Investment Advisors
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Trilogy Capital acquired Mountain Capital Investment Advisors, an independent registered investment advisor with more than $1 billion in client assets. Mountain Capital will retain its brand, leadership, advisors, and employees, while gaining access to Trilogy’s investment resources, wealth-planning capabilities, technology, and operational support.
-
October 9, 2026
- Buyer
- Waverly Advisors
- Target
- MCS Family Wealth Advisors
- Industry
- Wealth Management
- Location
- Oregon, United States
- Type
- Addon
Waverly Advisors acquired MCS Family Wealth Advisors, an Oregon wealth management firm with offices in Bend and Eugene and approximately $151 million in assets under management. The acquisition expands Waverly’s presence in the Pacific Northwest, and the transaction closed on October 9, 2026.
-
October 9, 2026
- Buyer
- Apella Wealth
- Target
- Blue Spark Capital Advisors LLC
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Addon
Apella Wealth added Blue Spark Capital Advisors, a financial planning and wealth management firm with offices in New York City and Great Barrington, Massachusetts, in a transaction that added approximately $261 million in assets under management. The completed acquisition expands Apella’s Northeast presence and adds Blue Spark founder Maura Griffin and her team to the firm.
-
October 8, 2026
- Buyer
- Merit Financial Advisors
- Target
- Moldenhauer & Associates
- Seller
- Brett Moldenhauer
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Merit Financial Advisors acquired Moldenhauer & Associates, a wealth management firm based in Orchard Park, New York, overseeing about $1.1 billion in client assets and nearly 1,900 households. The acquisition expands Merit’s presence in the Buffalo and Western New York market, with Brett Moldenhauer and the firm’s 12 employees joining Merit and remaining in their Orchard Park office.
-
October 7, 2026
- Buyer
- Bluespring Wealth
- Target
- Family Wealth Counseling
- Industry
- Wealth Management
- Location
- United States
- Type
- Addon
Bluespring Wealth acquired Family Wealth Counseling, which then merged with Bluespring’s existing firm KDI Wealth Management. The combined practice operates under the Bluespring Wealth name, has 16 professionals including eight advisors, and oversees just over $1 billion in client assets.
-
October 6, 2026
- Buyer
- Harbourfront Wealth Group
- Target
- Galliant Advisors LP
- Industry
- Wealth Management
- Location
- Quebec, Canada
- Type
- Buyout
Harbourfront Wealth Group announced the acquisition of Galliant Advisors LP, a Montreal-based investment management firm serving high-net-worth individuals and institutions. Galliant will join Harbourfront Wealth Counsel, adding an experienced team and client relationships to Harbourfront’s wealth management platform and bringing its assets under administration to more than $23 billion.
-
- Buyer
- The Bahnsen Group
- Target
- Hightower Naples
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
The Bahnsen Group (a Hightower company) announced that Hightower Naples, a Naples, Florida wealth management practice with about $1.1 billion in assets under management, is joining The Bahnsen Group and operating under the TBG brand. The transaction is expected to close at year-end 2026 and expands TBG’s footprint with a second Florida location (in addition to its Palm Beach office).
-
October 6, 2026
- Buyer
- LPL Financial
- Target
- Praxis Financial Partners
- Seller
- Wells Fargo Advisors Financial Network
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Growth capital
LPL Financial added Praxis Financial Partners to its broker-dealer and Registered Investment Advisor (RIA) platform. The move brings Praxis’s wealth management team, based in Alpharetta, Georgia, and serving approximately $1.1 billion in advisory, brokerage and retirement plan assets, into LPL’s advisor network.
-
- Buyer
- Concurrent Investment Advisors
- Target
- Spire Investment Partners
- Seller
- David Blisk (Founder and CEO of Spire Investment Partners)
- Industry
- Wealth Management
- Location
- Virginia, United States
- Type
- Buyout
Concurrent Investment Advisors has acquired Spire Investment Partners, adding about $5.4 billion in assets and more than 30 advisor teams to Concurrent’s wealth management platform. The deal is aimed at providing Spire advisors access to Concurrent’s integrated technology and centralized services while allowing them to maintain ownership of their practices, brands, and client relationships.
-
October 2, 2026
- Buyer
- Wealth Enhancement
- Target
- RWA Wealth Partners
- Seller
- Summit Partners
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Wealth Enhancement has agreed to acquire RWA Wealth Partners to expand its wealth management and family office capabilities for ultra-high-net-worth and family office clients. The deal is expected to close in the fourth quarter of 2026 and represents an exit for Summit Partners.
-
October 1, 2026
- Buyer
- Cerity Partners
- Target
- Echo Wealth Management
- Industry
- Wealth Management
- Location
- Minnesota, United States
- Type
- Buyout
Cerity Partners merged with Minneapolis-area Echo Wealth Management, adding approximately $337 million in assets under management and establishing a presence in Minnesota. The combined firm operates under the Cerity Partners name, while Echo clients continue working with their existing advisory team.
-
October 1, 2026
- Buyer
- Cerity Partners
- Target
- Cornerstone Capital, Inc.
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Cerity Partners announced it has merged with Cornerstone Capital, a Palo Alto-based wealth management firm. The merger deepens Cerity’s Silicon Valley presence and adds approximately $1.4 billion in assets under management, with the combined firms operating under the Cerity Partners name.
-
September 29, 2026
- Buyer
- Waverly Advisors
- Target
- Heartwood Wealth Advisors
- Industry
- Wealth Management
- Location
- Virginia, United States
- Type
- Buyout
Waverly Advisors acquired Heartwood Wealth Advisors, a Richmond, Virginia-based registered wealth management firm with about $1.7 billion in assets under management. The entire Heartwood team will join Waverly, while Heartwood will remain rooted in Richmond to preserve existing client relationships and expand service capabilities.
-
September 29, 2026
- Buyer
- NorthRock Partners
- Target
- Triumph Wealth Management, LLC
- Seller
- Nathan Brinkman (President, CEO and Founder of Triumph Wealth Management)
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Addon
NorthRock Partners announced that Triumph Wealth Management, LLC has joined NorthRock as a partnership addition. The combination expands NorthRock’s Personal Office model in Wisconsin, including opening a NorthRock office in Madison and adding advisors and team members to support the firm’s regional growth.
-
September 29, 2026
- Buyer
- Kestra Financial
- Target
- Ecclesiastes Wealth Partners
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Growth capital
Kestra Financial has added Ecclesiastes Wealth Partners, a Richardson, Texas-based wealth management firm managing approximately $550 million in client assets, to its network of independent advisors. Ecclesiastes will maintain its personalized, advisory-led model while leveraging Kestra’s technology, business consulting resources, marketing support, and AI-powered tools to improve efficiency and scalability.
-
- Buyer
- LPL Financial
- Target
- Clear Pointe Wealth Management
- Seller
- Northwestern Mutual (advisor team affiliation prior to joining LPL)
- Industry
- Wealth Management
- Location
- Utah, United States
- Type
- Growth capital
LPL Financial added the financial advisors of Clear Pointe Wealth Management, a Salt Lake City-area wealth management practice. The advisors joined LPL’s broker-dealer, registered investment advisor, and custodial platforms while planning to retain their separate business identity and operate with a shared office.
-
September 25, 2026
- Buyer
- LPL Financial
- Target
- Cornerstone Advisors
- Seller
- Northwestern Mutual (advisor team affiliation prior to joining LPL)
- Industry
- Wealth Management
- Location
- Utah, United States
- Type
- Growth capital
LPL Financial added the financial advisors of Cornerstone Advisors, a Salt Lake City-area wealth management practice with approximately $1 billion in combined assets cited across the two firms in the announcement. The advisors joined LPL’s broker-dealer, registered investment advisor, and custodial platforms while retaining Cornerstone’s separate business identity.
-
- Buyer
- Corient
- Target
- FortCay Family Advisory (FortCay)
- Seller
- Billy Harty (Founder), Matt Houghton (Founder and Managing Director)
- Industry
- Wealth Management
- Location
- Cayman Islands
- Type
- Buyout
Corient announced the addition of FortCay Family Advisory, acquiring the Cayman Islands wealth manager and multi-family office. The deal establishes Corient’s presence in Cayman, expanding its ability to serve ultra-high-net-worth clients with complex cross-border wealth needs.
-
September 22, 2026
- Buyer
- Verdence Capital Advisors, LLC
- Target
- Harvest Investment Consultants, LLC
- Industry
- Wealth Management
- Location
- Maryland, United States
- Type
- Buyout
Verdence Capital Advisors acquired Harvest Investment Consultants, a registered investment advisor (RIA) with $564 million in assets under management as of June 30, 2026. The deal was announced by Verdence and said to have closed on September 18, 2026, with financial and legal terms not disclosed.
-
September 22, 2026
- Buyer
- Cerity Partners
- Target
- Contant-Leit Group (Shufro Rose & Co.), Wacht Group (Shufro Rose & Co.)
- Seller
- Shufro Rose & Co.
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Cerity Partners announced its intention to merge with the Contant-Leit and Wacht Groups of Shufro Rose & Co., two New York City–based wealth advisory practices managing approximately $1.4 billion in assets. The combination brings the teams under the Cerity Partners brand to expand resources and capabilities while maintaining client-first advice.
-
September 18, 2026
- Buyer
- Apella Wealth
- Target
- Longview Financial Advisors
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Apella Wealth acquired Longview Financial Advisors, a San Rafael, California-based registered investment advisor, for about $384 million in assets under management. The deal closed on September 15, 2026, and Longview founder Tim Harrington and the Longview team joined Apella as part of the transaction.
-
September 18, 2026
- Buyer
- Cerity Partners
- Target
- Gilbert & Cook
- Industry
- Wealth Management
- Location
- Iowa, United States
- Type
- Buyout
Cerity Partners and Gilbert & Cook announced their intention to merge, effective at the end of September, with Gilbert & Cook operating under the Cerity Partners name. The deal expands Cerity Partners’ presence into Iowa and combines both firms’ wealth management capabilities for high- and ultra-high-net-worth individuals, families, and business owners.
-
- Buyer
- Merit Financial Advisors
- Target
- Tim Brennan and his team (Commonwealth Financial Network-affiliated practice)
- Seller
- Tim Brennan (and his team)
- Industry
- Wealth Management
- Location
- Illinois, United States
- Type
- Buyout
Merit Financial Advisors acquired financial advisor Tim Brennan and his team, expanding the firm’s presence in the greater Chicago market from Brennan’s Deerfield, Illinois office. The acquisition was effective September 10, 2026, with financial terms not disclosed.
-
September 15, 2026
- Buyer
- AlphaCore Wealth Advisory
- Target
- Streamline Family Office
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
AlphaCore Wealth Advisory launched AlphaCore Streamline, a dedicated family office affiliate, through the acquisition of Streamline Family Office. Streamline will provide non-advisory family office services to ultra-high-net-worth families while continuing to work collaboratively with AlphaCore’s wealth advisors and investment managers.
-
September 14, 2026
- Buyer
- Ty J. Young Wealth Management
- Target
- Bethel Retirement Planning
- Seller
- Dan Bethel
- Industry
- Wealth Management
- Location
- Arizona, United States
- Type
- Buyout
Ty J. Young Wealth Management acquired Bethel Retirement Planning, a Mesa, Arizona firm led by Dan Bethel. The deal further expands Ty J. Young Wealth Management’s annuity-advisor succession platform, helping independent financial professionals transition their clients and annuity books.
-
September 14, 2026
- Buyer
- WFA Volare, RFG Advisory
- Target
- WFA, Volare Wealth Advisors
- Industry
- Wealth Management
- Location
- 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. RFG Advisory supported the transaction as part of its capital solutions strategy for independent financial advisors.
-
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, Valeas Capital Partners, Kudu Investment Management
- Target
- BSW Wealth Partners
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Sequoia Financial Group acquired BSW Wealth Partners, an independent registered investment adviser managing about $2.3 billion in client assets. After the deal, BSW will operate under the Sequoia Financial brand, giving its clients access to Sequoia’s advisory bench, tax and estate planning specialists, family office services, and broader investment platform.
-
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, a national registered investment adviser, acquired NorthAvenue Financial Advocates, a Columbus, Ohio-based wealth management firm with more than $220 million in assets under management. The deal expands Mercer’s footprint across the Ohio Valley and strengthens its integrated family office and Women & Wealth capabilities through NorthAvenue’s predominantly women-led team.
-
- 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.
-
August 20, 2026
- Buyer
- Osaic
- Target
- IronGate Services
- Seller
- Ameriprise Financial Services
- Industry
- Wealth Management
- Location
- Iowa, United States
- Type
- Buyout
Osaic added Cedar Rapids, Iowa-based IronGate Services to its wealth management advisor platform, bringing approximately $367 million in client assets. IronGate affiliates through Carlson Advisor Networks, an Osaic office of supervisory jurisdiction, to gain technology, investment products, and back-office support while preserving its independent structure.
-
- 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 18, 2026
- Buyer
- MAI Capital Management
- Target
- OG Private Wealth
- Seller
- Ryan O'Donnell, Mike O'Donnell
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
MAI Capital Management announced the acquisition of OG Private Wealth, a fee-only registered investment adviser with offices in Chico and Hermosa Beach, California. The deal adds approximately $551 million in AUM and brings OG Private Wealth’s planning-first advisory model for entrepreneurs, business owners, and affluent families onto MAI’s platform. Terms were not disclosed, and OG Private Wealth joined MAI effective August 14, 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
- 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 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 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.
-
- 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 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
- 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
- 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.
-
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.
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