Wealth Management Acquisitions in Arizona

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.

EP Wealth Advisors has acquired Clearview Wealth Advisors, adding nearly $218 million in assets under management and bringing the father-and-son Clearview team into EP Wealth's Phoenix region. The Clearview advisors will integrate into EP Wealth's Phoenix advisory group to access expanded planning, tax and investment resources; financial terms were not disclosed.

Wealth Enhancement, a national independent wealth management firm, has acquired Manwaring Wealth Management, an independent RIA based in Gilbert, Arizona. The deal adds a four-person team overseeing approximately $164 million in client assets and expands Wealth Enhancement’s presence in the greater Phoenix market.

Creative Planning LLC has acquired Phoenix-based Hatton Consulting, a wealth management firm managing $440 million in AUM. The deal brings Hatton's team into Creative Planning's platform, expanding the firm's advisory footprint and client service capabilities within its broader $225 billion+ AUM business.

Mariner Wealth Advisors announced it will acquire Robinson, Tigue, Sponcil Private Wealth Management (RTS), adding approximately $393 million in assets under advisement and establishing Mariner's second office in the Phoenix/Scottsdale metro. RTS will assume the Mariner Wealth Advisors name upon closing on Dec. 10, 2021; Echelon served as financial advisor to RTS.

Allworth Financial has entered into a partnership agreement to bring Scottsdale-based RG Capital into its RIA platform. The deal expands Allworth's presence in the Greater Phoenix-Scottsdale market and adds RG Capital’s dental-professional-focused advisory practice (approximately $176 million AUM and ~300 clients) to Allworth’s national advisory network.

Minneapolis-based Berger Financial Group acquired Dane Holdings, Inc., a Scottsdale and Sun City West, Arizona tax and financial consulting firm. The deal brings Dane's two Arizona offices and employees into Berger (which will rebrand the locations) and expands Berger's geographic footprint and in-house tax capabilities, raising Berger's total client assets to about $1.5 billion.