Tracked deals
25
25 tracked deals across 2020-2026.
Wealth Management Buyers & Acquisitions in Florida
Buyer mix
Strategic-led
25 strategic · 2 pe
Top trend
Volume peaked in 2025
7 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Client continuity is emphasized in multiple deals, including transitions where founders or leaders remain involved post-close.
- Platform expansion drives many acquisitions, from full practice buys to adding advisory teams and advisors.
- Southeast and Central Florida are recurring focal areas, including offices and growth around markets like Tampa and Orlando.
- Assets under management (AUM) growth is frequently cited when teams or practices join larger firms.
- Mixed integration structures appear, including full acquisitions and minority-stake participation through strategic programs.
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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 |
|---|---|---|---|
| Abry Partners | 1 | Private equity firm that makes strategic minority and maj... | PE |
| AmeriLife Group, LLC | 1 | National developer, marketer and distributor of life and ... | Strategic |
| Beacon Pointe Advisors, LLC | 1 | Independent registered investment advisor and wealth mana... | Strategic (PE-backed) |
| Bluespring Wealth Partners, LLC | 1 | Acquirer and partner of wealth management firms; operates... | Strategic |
| CAPTRUST Financial Advisors | 1 | Wealth management firm that expands its advisory footprin... | Strategic |
| CI Financial Corp. | 1 | Global asset and wealth management company operating advi... | Strategic |
| Carson Group | 1 | Wealth advisory firm and partner network (Carson Wealth/C... | Strategic |
| Concurrent Investment Advisors | 1 | Independent RIA platform providing capital, consulting, a... | Strategic |
| DayMark Wealth Partners | 1 | Independent registered investment advisor serving high-ne... | Strategic |
| Edwards Asset Management | 1 | Boutique wealth management practice serving affluent indi... | Strategic |
Acquisition Volume in Wealth Management in Florida by Year
Last 7 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- 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).
-
- 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.
-
- Buyer
- Modern Wealth Management
- Target
- Legacy Wealth Management, Legacy Retirement Plan Advisors
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
Modern Wealth Management acquired Legacy Wealth Management, a South Florida RIA advisory firm managing approximately $1.2 billion in client assets. The deal also brings Legacy Retirement Plan Advisors (about $300 million in retirement plan assets) into Modern Wealth’s platform, marking Modern Wealth’s first Florida office and its 20th acquisition since April 2023.
-
March 5, 2026
- Buyer
- Concurrent Investment Advisors
- Target
- Fehrman Investment Group, Charles Sacco, Katie Fehrman Edmonds, Dave Coleman, Amanda Adams, Ciliberti & Associates, Lindamood Financial Group, The Wealth Stewards
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
Concurrent Investment Advisors expanded its independent RIA platform by adding Fehrman Investment Group, a family-owned firm based in Augusta, Georgia, and three additional advisors from other practices. The additions contribute more than $450 million in combined assets under management, bringing Concurrent’s total AUM to about $17 billion.
-
January 16, 2026
- Buyer
- Generational Wealth
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
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.
-
- Buyer
- CAPTRUST Financial Advisors
- Target
- Suncoast Prosperity Advisors
- Seller
- Suncoast Equity Management
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
CAPTRUST Financial Advisors announced that Suncoast Prosperity Advisors, a Tampa-based wealth management practice/division of Suncoast Equity Management, has joined CAPTRUST. Suncoast Prosperity Advisors, led by President Jeff Strouse and supported by eight professionals, manages approximately $830 million in assets and adds CAPTRUST a second Tampa office plus new locations in Sanibel, Florida and Highlands, North Carolina.
-
October 28, 2025
- Buyer
- MAI Capital Management
- Target
- Liberty Private Client, LLC
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
MAI Capital Management has acquired Liberty Private Client, a Fort Myers, Florida–based registered investment advisor managing $245 million in client assets. The entire Liberty team will join MAI effective October 24, 2025; terms were not disclosed. The acquisition expands MAI’s presence in Florida and strengthens its Southeast / East Coast footprint.
-
September 16, 2025
- Buyer
- Mission Wealth
- Target
- Retter Capital Management
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
Mission Wealth has merged with Retter Capital Management, a boutique RIA led by Edwin (Eddie) Retter, expanding Mission Wealth’s presence in eastern Florida. Eddie Retter will join Mission Wealth as an equity partner and continue serving clients from the Melbourne, Florida office.
-
- Buyer
- DayMark Wealth Partners
- Target
- Advisory team led by Steve Rowe and Emily Rowe (previously affiliated with Wells Fargo / FiNet; Victoria Ricker formerly with Janney Montgomery)
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
DayMark Wealth Partners, a Cincinnati-based RIA managing $3.8 billion, expanded into Florida by adding an advisory team that previously managed $350 million in client assets. The team — led by Steve Rowe and Emily Rowe with offices in Fort Lauderdale and Stuart — joins DayMark to establish a Southeast Florida presence and broaden the firm's high-net-worth wealth management capabilities.
-
- Buyer
- Sanctuary Wealth
- Target
- 1280 Financial Partners
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Growth capital
Sanctuary Wealth has welcomed 1280 Financial Partners into its Partner Firms network and took a minority stake through its Strategic Capital Partnership program as the team launches an independent advisory firm. 1280 Financial Partners—whose advisors are based in Fort Myers, FL; Sandusky, OH; Augusta, SC; and Miami, FL—manages about $2 billion in client assets and will leverage Sanctuary's technology, operational infrastructure and solutions (including captive insurance) to support growth and independence.
-
- Buyer
- Global Wealth Management
- Target
- Gulf Coast Financial Planning
- Seller
- Gulf Coast Financial Planning, Kurt Stahl
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
Global Wealth Management (GWM) has acquired Gulf Coast Financial Planning (GCFP), adding more than $150 million in assets under advisement and expanding GWM’s presence to Florida’s West Coast with a new Lakewood Ranch office. Kurt Stahl, founder of GCFP, will join GWM and continue serving his clients from the same office, leveraging GWM’s resources and technology.
-
April 23, 2025
- Buyer
- Carson Group
- Target
- Carson Wealth (Orlando) (formerly Cadwell Wealth)
- Seller
- Scott Cadwell (Cadwell Wealth / Carson Wealth Orlando)
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
Carson Group has fully acquired its Carson Wealth location in Orlando, Florida — the practice founded by Scott Cadwell (originally Cadwell Wealth) which manages approximately $150 million in client assets. Scott Cadwell will continue to lead the office; the acquisition supports succession planning and gives the team access to Carson's technology and M&A resources to accelerate growth.
-
August 21, 2024
- Buyer
- Journey Strategic Wealth
- Target
- MDL Wealth
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
Journey Strategic Wealth announced that the MDL Wealth advisory team — led by founder Michael LaBarbera and including advisors Ted Albrecht, Carol Liddy and Sheila Meneses — has joined its RIA platform, bringing roughly $200 million in advisor AUM and raising Journey's total AUM to $3.7 billion. The move establishes Journey's presence in Tampa and expands the firm's national footprint while providing MDL Wealth with Journey's middle- and back-office infrastructure and investment operations.
-
May 24, 2024
- Buyer
- Summit Financial Holdings, Summit Growth Partners (SGP)
- Target
- Kyros Private Wealth
- Seller
- UBS
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Growth capital
Summit Financial Holdings, via its Summit Growth Partners program, announced the launch of Kyros Private Wealth — an independent practice led by William E. Clegg IV and a team that previously operated as The Clegg Group at UBS. The Kyros team (which oversaw roughly $370 million in AUM while at UBS) becomes an affiliate partner of Summit, gaining access to Summit's custody, technology, risk management and operational support while participating in Summit's cash monetization and equity partnership model.
-
- Buyer
- TriSpan LLP
- Target
- Slavic401k
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Growth capital
TriSpan LLP completed a strategic growth investment in Slavic401k, a Boca Raton-based retirement services firm that administers multiple employer 401(k) plans. The minority investment (terms undisclosed) will fund capability expansion including cybersecurity and SECURE 2.0 tax credit capabilities to drive new plan formation; McHenry Consulting advised Slavic401k.
-
January 3, 2024
- Buyer
- Savant Wealth Management
- Target
- FirstWave Financial
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
Savant Wealth Management has acquired FirstWave Financial, an independent RIA with $440 million AUM based in Satellite Beach, Florida. The deal closed Dec. 31, 2023, as part of FirstWave's succession plan and expands Savant's national footprint into Florida.
-
December 5, 2023
- Buyer
- Mercer Global Advisors, Inc.
- Target
- Paragon Wealth Strategies, LLC
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
Mercer Global Advisors, a national RIA backed by Oak Hill Capital and Genstar Capital, has acquired Paragon Wealth Strategies, a Jacksonville-based wealth management firm managing approximately $495 million in AUM and serving over 400 clients. The deal expands Mercer’s footprint and capabilities in Florida and brings Paragon’s partners and advisory team into Mercer’s national platform.
-
November 10, 2023
- Buyer
- Waverly Advisors, LLC
- Target
- Prosper Financial Advisers
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
Waverly Advisors, a fee-only registered investment adviser backed by Wealth Partners Capital Group and HGGC’s Aspire platform, has acquired Prosper Financial Advisers of St. Petersburg, Florida. The deal closed on November 10, 2023, adds approximately $146 million of AUM to Waverly (bringing total AUM to about $7.7 billion) and brings founder Rhonda Holifield and her all-female team into Waverly to expand the firm’s Florida presence.
-
Pathstone Acquires Eaton Vance WaterOak Advisors' Investment Advisory and Wealth Management BusinessMarch 31, 2022
- Buyer
- Pathstone
- Target
- Eaton Vance WaterOak Advisors (WaterOak)
- Seller
- Eaton Vance WaterOak Advisors, Eaton Vance Investment Counsel, Eaton Vance Corp, Morgan Stanley
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Divestiture
Pathstone has agreed to acquire certain assets of Eaton Vance WaterOak Advisors ("WaterOak"), adding roughly $3 billion in assets under advisement and expanding Pathstone’s footprint in Florida. The deal brings WaterOak’s team and technology onto Pathstone’s partner-owned platform (institutionally backed by Lovell Minnick Partners), increasing Pathstone’s total AUA to more than $35 billion and its headcount to about 235.
-
February 2, 2022
- Buyer
- Bluespring Wealth Partners, LLC
- Target
- Security Financial Management, Inc.
- Seller
- Dave Allen and Frank Lovaglio (co-founders / owners of Security Financial Management)
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
Bluespring Wealth Partners, a subsidiary of Kestra Holdings, has acquired Security Financial Management, a 30+-year wealth management firm with more than $950 million in assets under management and offices in Florida and Minnesota. The deal brings Security Financial Management's team and advisory capacity onto Bluespring's platform to accelerate growth through mergers, talent recruitment and expanded client services, while enabling the founders to focus on client-facing activities.
-
August 12, 2021
- Buyer
- Wealth Enhancement Group
- Target
- Investor Solutions
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
Wealth Enhancement Group announced the acquisition of Investor Solutions, a Miami-based independent RIA that oversees $1.1 billion in client assets and includes six financial advisors. The deal gives Wealth Enhancement Group its first South Florida office, will push its total client assets to roughly $40 billion, and is expected to close in October 2021 (terms not disclosed).
-
July 23, 2021
- Buyer
- AmeriLife Group, LLC
- Target
- The Mailing House, LLC (d/b/a Your Family Bank)
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
AmeriLife Group, LLC has acquired The Mailing House, LLC d/b/a Your Family Bank, a St. Augustine-based personal financial education and planning business. The deal brings Your Family Bank's subscription and membership-based financial education and planning capabilities into AmeriLife's Life & Health Brokerage Distribution group to expand its agency distribution and client-facing financial planning services.
-
January 28, 2021
- Buyer
- OneDigital Investment Advisors (wholly owned subsidiary of OneDigital)
- Target
- Fulcrum Partners LLC
- Seller
- Fulcrum Partners LLC
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
OneDigital Investment Advisors, a wholly owned subsidiary of OneDigital, has acquired the assets of Fulcrum Partners, expanding OneDigital's retirement and wealth management capabilities into the nonqualified deferred compensation (NQDC) market. The deal brings roughly $7 billion in additional nonqualified plan assets under advisement and transfers 12 advisors (17 employees) from Fulcrum into OneDigital.
-
November 5, 2020
- Buyer
- CI Financial Corp.
- Target
- Doyle Wealth Management, Inc.
- Seller
- Robert Doyle, Jillian Doyle
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Buyout
CI Financial Corp. will acquire 100% of Doyle Wealth Management (DWM), a St. Petersburg, Florida–based RIA overseeing approximately US$1.1 billion in assets. The deal expands CI’s U.S. wealth-management footprint into Florida and strengthens its wealth-planning and tax capabilities; DWM’s co-founders Robert and Jillian Doyle will continue to lead the business after close.
-
- Buyer
- Beacon Pointe Advisors, LLC, Abry Partners
- Target
- Ferrell Wealth Management, Inc.
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
Beacon Pointe Advisors merged its two RIA businesses into a single RIA, completed a strategic minority recapitalization with Abry Partners, and concurrently acquired Winter Park–Orlando-based Ferrell Wealth Management, adding roughly $460 million of AUM. The Abry investment provides capital to support Beacon Pointe's M&A strategy and growth initiatives as Beacon Pointe expands its East Coast footprint.
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Frequently Asked Questions
What kinds of wealth management acquisitions are happening in Florida?
The deals focus on RIA platform growth through full practice acquisitions, mergers, and add-ons that bring in advisory teams and multiple advisors.
Do buyers keep leadership involved after acquiring a firm?
Often, yes. Several transactions note that founders or practice leaders remain involved to support client continuity after the transition.
Which Florida areas show up most often in these acquisitions?
Recent transactions repeatedly reference Florida markets such as the Tampa area and Orlando, along with other locations tied to specific offices (e.g., Fort Lauderdale, Stuart, North Palm Beach, Lakewood Ranch).
Are financial terms disclosed for these deals?
Not consistently. Some announcements state that terms were not disclosed, while others describe the operational and platform impact rather than deal pricing.
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