Tracked deals
19
19 tracked deals across 2021-2026.
Wealth Management Buyers & Acquisitions in Colorado
Buyer mix
Strategic-led
18 strategic · 5 pe
Top trend
Volume peaked in 2025
5 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Mission Wealth Management, LP pursued Colorado growth via mergers and acquisitions, adding independent advisory teams and strengthening retirement planning capabilities.
- Mercer Advisors and other national RIAs used acquisitions as a Denver-area expansion path, pairing client assets with succession and back-office capabilities.
- Platform models show up repeatedly: Savvy Advisors (Savvy Wealth, Inc.) added Denver-based Colorado Wealth Group while keeping the team’s book and layering in operational infrastructure.
- Capability themes frequently named in deal summaries include wealth planning and retirement planning, alongside operational support and technology-enabled tools.
- Philanthropy-related expansion is present, with TIFIN Give (a TIFIN company) acquiring Giving Place to extend services for family offices and private foundations.
| Buyer (examples) | What stands out in Colorado deals |
|---|---|
| Mission Wealth | Expands Colorado footprint; strengthens retirement planning |
| Mercer Advisors | Denver-area growth with succession and back-office support |
| Savvy Advisors | Advisor-led platform support + tech-enabled operations |
| Wealth Enhancement Group | Retirement-plan/financial planning integrated into platform |
| TIFIN Give | Expands philanthropy software capabilities for family offices |
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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 |
|---|---|---|---|
| Mercer Global Advisors, Inc. (Mercer Advisors) | 2 | National registered investment adviser and total wealth m... | Strategic (PE-backed) |
| Mission Wealth Management, LP | 2 | National registered investment advisor providing comprehe... | Strategic |
| Abry Partners | 1 | Private equity firm focused on media, communications, bus... | PE |
| All Pro Capital | 1 | Real estate investment firm offering investment products ... | Strategic |
| Altas Partners | 1 | North American private equity firm that makes selective, ... | PE |
| Arax Investment Partners | 1 | Buy-and-build wealth management platform that partners wi... | Strategic (PE-backed) |
| Carson Group | 1 | Wealth advisory and technology platform operating the Car... | Strategic |
| Genstar Capital | 1 | Middle-market private equity firm investing in financial ... | PE |
| July Business Services, LLC (JULY) | 1 | National provider of 401(k) and retirement plan recordkee... | Strategic |
| Maridea Wealth Management | 1 | SEC-registered wealth advisory firm providing investment ... | Strategic |
Acquisition Volume in Wealth Management in Colorado by Year
Last 6 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
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.
-
February 19, 2026
- Buyer
- Mission Wealth Management, LP
- Target
- RightPath Investments & Financial Planning, Inc.
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
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.
-
February 12, 2026
- Buyer
- Savvy Advisors Inc. (Savvy Wealth, Inc.)
- Target
- Colorado Wealth Group
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
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.
-
October 1, 2025
- Buyer
- Mission Wealth Management, LP
- Target
- Diversified Asset Management, Inc.
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Mission Wealth Management, LP has announced a strategic merger with Diversified Asset Management, Inc., a Boulder, Colorado-based wealth management firm led by Robert J. Pyle and his son Matthew. The deal expands Mission Wealth's presence in Colorado and brings the Pyles into Mission Wealth's national wealth management platform.
-
August 12, 2025
- Buyer
- Maridea Wealth Management
- Target
- Hoot Wealth
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Maridea Wealth Management has acquired Colorado-based Hoot Wealth, a boutique advisory firm founded by Nick Crow and Bryan Hinmon. The deal brings Hoot's investment leadership onto Maridea's national platform, strengthens Maridea's presence in the Mountain states, and adds senior advisors to Maridea's executive team.
-
July 13, 2025
- Buyer
- Carson Group
- Target
- Aveo Capital
- Seller
- Certain partners of Aveo Capital (selling shareholders)
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Carson Group, a wealth advisory firm with more than $42 billion AUM, has acquired Aveo Capital, a Colorado-based wealth advisory managing roughly $608 million in client assets. Aveo will be rebranded as a Carson Wealth location as part of Carson's expansion into the Rocky Mountain region and to support succession and growth for the Englewood team.
-
May 8, 2025
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Lewis Wealth Management, LLC
- Seller
- Austin Lewis
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Mercer Global Advisors, Inc. (Mercer Advisors), a national RIA, has acquired Denver-based Lewis Wealth Management, LLC, an advisory firm led by Austin Lewis that manages roughly $75 million in client assets. The deal expands Mercer’s footprint and client assets in the Denver area while providing a succession plan and access to Mercer’s broader family office and back‑office capabilities.
-
March 4, 2025
- Buyer
- OneAscent
- Target
- Excellence in Giving
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
OneAscent has acquired Excellence in Giving, a faith-based philanthropic advisory firm headquartered in Colorado Springs, Colorado. Excellence in Giving will operate as a subsidiary with CEO Al Mueller remaining in his role and also serving as Chief Philanthropy Officer at OneAscent, expanding OneAscent's faith-aligned philanthropic advisory capabilities for high-capacity families.
-
October 25, 2024
- Buyer
- Waverly Advisors, LLC
- Target
- Mueller Financial Solutions
- Seller
- Mueller Financial Solutions (Jeffrey Mueller and team)
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Mueller Financial Solutions, an RIA based in Canon City, Colorado. The deal closed October 25, 2024; Jeffrey Mueller and his team joined Waverly as partners and Waverly continues to expand its Colorado footprint under its PE-backed ownership.
-
June 23, 2024
- Buyer
- Arax Investment Partners, RedBird Capital Partners
- Target
- SRS Capital Advisors
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Arax Investment Partners, a RedBird Capital-backed wealth management platform, has acquired SRS Capital Advisors, a Denver-based RIA managing approximately $1.7 billion in AUM. SRS will remain led by its managing directors and will join Arax's multi-partner platform to scale advisory, operations, technology and wealth-planning capabilities.
-
February 1, 2024
- Buyer
- TIFIN Give (a TIFIN company)
- Target
- Giving Place
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
TIFIN Give, the philanthropy platform of AI-driven wealth technology company TIFIN, has acquired Giving Place, a philanthropy software solution for family offices and private foundations. The deal expands TIFIN Give’s capabilities to serve family offices and foundations and increases the combined platform’s scale and resources to support wealth enterprises and employers.
-
- Buyer
- Wealth Enhancement Group
- Target
- Ryan Financial, Inc.
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Wealth Enhancement Group, a national independent wealth management firm, acquired Ryan Financial, Inc., a hybrid RIA based in Denver that oversees more than $200 million in client assets. The acquisition expands Wealth Enhancement Group’s presence in the Denver metro area and brings Ryan Financial’s retirement-plan and financial planning capabilities into Wealth Enhancement’s Roundtable platform.
-
- Buyer
- Altas Partners, Genstar Capital, Oak Hill Capital
- Target
- Mercer Advisors
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Growth capital
Altas Partners has made an equity investment in Mercer Advisors, joining existing strategic investors Genstar Capital and Oak Hill Capital alongside employee-owners. The investment will support Mercer Advisors' continued growth and capability expansion across its national RIA platform headquartered in Denver.
-
- Buyer
- Moneta Group Investment Advisors, LLC
- Target
- Everland Sandry Team (Jaye Everland & Jason Sandry)
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Moneta Group Investment Advisors announced the merger of the Everland Sandry advisory team (Jaye Everland and Jason Sandry), bringing $450 million in AUM to Moneta’s Cherry Creek (Denver) office and raising Moneta’s total AUM to roughly $31 billion. The move expands Moneta’s footprint in Denver as part of its ongoing national growth and advisor-merger strategy.
-
March 21, 2023
- Buyer
- July Business Services, LLC (JULY)
- Target
- Digital Retirement Solutions
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
July Business Services, LLC (JULY) has acquired Digital Retirement Solutions (DRS), a retirement-plan recordkeeping and administration provider based in Longmont, Colorado. The acquisition brings DRS's team and leadership (including CEO Michael Pierce) into JULY as part of JULY's strategic growth to expand its technology, advisor relationships and presence in Colorado; JULY now supports over 6,700 plans and $8.5 billion in plan assets.
-
March 1, 2023
- Buyer
- Millennium Trust Company, LLC, Abry Partners
- Target
- Accruit Holdings LLC
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Millennium Trust Company, a portfolio company of Abry Partners, has acquired Accruit Holdings LLC, a Denver-based qualified intermediary and provider of patented 1031 exchange workflow software. The acquisition expands Millennium Trust's alternative asset and real estate solutions by adding Accruit's Exchange Manager Pro platform and specialist 1031 exchange services to its retirement, wealth and custody offering.
-
September 7, 2022
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Jordan Financial Strategies, LLC
- Seller
- Kristy R. Jordan
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Jordan Financial Strategies, LLC, a Denver-based wealth management firm with approximately $120 million in AUM. Founder Kristy R. Jordan and her team will join Mercer as part of a succession plan, strengthening Mercer's Denver presence and expanding client services through Mercer’s broader wealth management and family office capabilities.
-
June 1, 2022
- Buyer
- All Pro Capital
- Target
- Advenire Wealth
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Growth capital
All Pro Capital, a Colorado Springs-based real estate investment firm, has acquired a stake in Advenire Wealth, an RIA that provides integrated wealth planning and investment solutions. The deal enables All Pro Capital to offer expanded wealth-management services (including 1031 Exchange solutions) to its ~650 clients across 11 states and supports Advenire Wealth's planned market expansion.
-
- Buyer
- Merit Financial Advisors
- Target
- Tedstrom Wealth Advisors, Inc., I.M. Wealth Care, LLC
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Merit Financial Advisors, an Atlanta-based wealth management firm, acquired Denver-area advisory firms Tedstrom Wealth Advisors, Inc. and I.M. Wealth Care, LLC to establish a presence in Colorado. The transactions add approximately $381 million of acquired assets to Merit's platform; financial terms were not disclosed.
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Frequently Asked Questions
Which types of acquirers are active in Colorado wealth management?
The page highlights both national RIAs and platform-style wealth advisory firms (including tech-enabled RIA platforms) acquiring Colorado-based independent firms and boutique advisors.
What does deal activity in Colorado emphasize beyond simply adding client assets?
Deal summaries repeatedly mention integration goals such as strengthening retirement planning and wealth-planning capabilities, improving back-office/operational support, and supporting succession for advisory teams.
Are the acquisitions limited to traditional wealth advisory firms?
No—philanthropy-focused capabilities also appear. For example, TIFIN Give (a TIFIN company) acquired Giving Place, a philanthropy software solution for family offices and private foundations.
Do the acquisitions typically keep the acquired team or leadership involved?
Many summaries reference integration plans that bring leaders or advisors into the acquiring firm (e.g., joining in special advisor or wealth advisor roles), and in some cases retaining ownership of the client book.
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