Wealth Management Acquisitions in Georgia

Atlanta-based registered investment advisor BIP Wealth has secured a strategic minority investment from Constellation Wealth Capital to support organic and inorganic growth, accelerate its acquisition strategy, and enhance its advisor support platform while maintaining independence. The capital partnership will help fuel future partnerships and acquisitions, particularly across the Southeast and other targeted growth markets.

Elevation Point has made a strategic minority (growth) investment in Hampton Bluff Capital Partners, a newly launched independent wealth management firm based in Atlanta, Georgia that oversees approximately $1.3 billion in client assets. The partnership gives Hampton Bluff access to Elevation Point's ecosystem — including custody, lending, capital-raising, investment banking and estate-planning tools — to support the team's transition from UBS Private Wealth Management to an independent RIA and to accelerate growth and capability expansion.

Elevation Point has made a strategic minority (growth capital) investment in Harbor View Private Wealth, an Atlanta-area independent wealth management firm that oversees roughly $1.3 billion in client assets. The capital will support Harbor View’s move to independence and enable expansion of its holistic wealth planning services beyond traditional portfolio management.

Cambridge Investment Research has acquired Dempsey Lord Smith, bringing the independent wealth management firm into Cambridge as a wholly owned subsidiary. The deal transfers roughly 75 financial professionals to Cambridge and is intended to accelerate advisor growth by leveraging Cambridge's scale, technology, and operational infrastructure.

Atlanta-based RIA BIP Wealth has acquired Prehmus Financial Partners, a Metro-Atlanta wealth management firm overseeing more than $900 million in AUM, in a blended cash and equity transaction that closed September 30, 2025. The deal expands BIP Wealth's presence across Metro Atlanta and increases its assets under management to more than $5 billion.

Steward Partners, an employee-owned independent wealth management firm, has acquired Moore's Wealth Management, adding five financial advisors, nine team members in total, and approximately $700 million in client assets to its Legacy Division. The transaction expands Steward Partners' footprint into Gainesville, Georgia, and provides a succession and continuity solution for the Moore family-led team.

Mercer Global Advisors (Mercer Advisors) acquired Edward Vance Investment Management, a Georgia-based investment advisory and financial planning firm, adding approximately $41 million in assets under management. The deal strengthens Mercer Advisors' presence in Atlanta and expands its footprint in the Southeast by bringing Edward Vance and his client relationships onto Mercer's national RIA platform.

TPG Growth, the middle market and growth equity platform of TPG, is making a strategic minority growth investment in Atlanta-based wealth management firm Homrich Berg. Terms were not disclosed; Homrich Berg’s management will remain the largest shareholder and existing investor New Mountain Capital will remain invested. The capital will be used to expand capabilities, attract talent, and enhance client services, with the transaction expected to close in Q4 2024.

EP Wealth Advisors, a PE-backed fee-only registered investment adviser, has partnered with Atlanta-based CornerCap Investment Counsel, adding nearly $1.1 billion in AUM and establishing a Southeast hub for EP Wealth. CornerCap's leadership and research capabilities (including its Fundametrics system) will join EP Wealth's national platform, with several CornerCap team members transitioning into regional roles at EP Wealth.

Wealth Enhancement Group announced the acquisition of Foundational Wealth Advisory, LLC, a hybrid registered investment advisor based in Macon, Georgia, led by Eric S. Wilson. The deal expands Wealth Enhancement Group’s national footprint and advisory team as it continues to grow its network of independent wealth management practices.

Merit Financial Advisors has acquired ClearBridge Wealth Management, an Atlanta-based wealth advisory firm led by founder Preston Byers, adding approximately $300 million of client assets. The deal expands Merit's presence in the Atlanta market and brings Preston Byers and his operations and client support team into Merit as partners and advisors.

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Day & Ennis, LLC, a Macon, Georgia-based wealth management firm that manages approximately $400 million in AUM for about 250 clients. The deal expands Mercer Advisors' presence in Georgia and brings Day & Ennis partners and their team into Mercer's national RIA platform; Day & Ennis was exclusively represented by Park Sutton Advisors.

Waverly Advisors, a Birmingham-based RIA backed by Wealth Partners Capital Group and HGGC's Aspire platform, acquired Omni Wealth Advisors, expanding Waverly's presence in Atlanta and Tampa. The deal closed March 31, 2023, adds approximately $105 million of AUM and ~140 southeast-based high-net-worth clients to Waverly's platform.

Creative Planning LLC has acquired Rosen Capital Management, a Macon, Georgia-based wealth management firm managing $114 million in AUM and bringing two employees (including CEO Glenn Rosen) into Creative Planning. The deal expands Creative Planning’s footprint in Georgia; Incap (Baltimore) served as financial advisor to Rosen Capital Management.

Bluespring Wealth Partners has acquired the advisor practices of Cristina Briboneria and Eric Pucciarelli, two independent financial advisors affiliated with oXYGen Financial, who will join Bluespring's Atlanta-based hub. The deals add approximately $260 million in client assets and strengthen Bluespring's presence in the Southeastern United States.

NFP, a global insurance broker and consultant, has acquired AFS Advisors, LLC, an independent registered retirement and investment advisor based in Suwanee, Georgia. The acquisition (closed January 7, 2022) expands NFP's retirement capabilities and footprint in the Atlanta metro and broader Atlantic region.

Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Consilium Financial Group of Roswell, Georgia, integrating Consilium’s staff and $291 million in client assets into Merit. The deal expands Merit's presence in the Atlanta market and strengthens its financial planning and wealth management capabilities; financial terms were not disclosed.

Wealth Enhancement Group, a Greater Minneapolis-based independent wealth management firm overseeing about $17 billion in client assets, announced the acquisition of JOYN Advisors, Inc., an Atlanta-based registered investment adviser with roughly $1.3 billion in client assets and 35 employees. The deal (financial terms undisclosed) marks Wealth Enhancement Group's first office in the Atlanta area and is expected to close by April 1, 2020.