Wealth Management Acquisitions in Colorado

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.