Tracked deals
18
18 tracked deals across 2020-2026.
Wealth Management Buyers & Acquisitions in Georgia
Buyer mix
Strategic-led
16 strategic · 2 pe
Top trend
Volume peaked in 2026
4 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Merit Financial Advisors and Cambridge Investment Research both pursued acquisitions in Georgia, expanding their regional presence through buy-side integration of advisor teams.
- Multiple transactions center on Atlanta-based firms and Metro Atlanta expansion, including deals involving BIP Wealth, CornerCap Investment Counsel, and Hampton Bluff Capital Partners.
- Platform-building appears alongside traditional acquisitions: Elevation Point and Constellation Wealth Capital made strategic minority investments intended to support advisor support, acquisitions, and growth.
- Practice transitions and team continuity matter, as seen in acquisitions structured to keep leadership or advisory teams in place after the deal.
| Recurring buyer | Typical move in Georgia deals |
|---|---|
| Merit Financial Advisors | Acquires Metro Atlanta/Georgia advisory firms to strengthen presence |
| EP Wealth Advisors | Adds AUM and research capabilities via a partner acquisition |
| Elevation Point | Minority/growth investments tied to an advisor ecosystem |
| Cambridge Investment Research | Acquires firms as wholly owned subsidiaries and scales via infrastructure |
| Wealth Enhancement Group | Expands by acquiring hybrid or independent advisory practices |
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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 |
|---|---|---|---|
| Merit Financial Advisors | 3 | National wealth management firm supporting independent br... | Strategic (PE-backed) |
| Elevation Point | 2 | Growth accelerator and minority‑stake partner that invest... | Strategic |
| Wealth Enhancement Group | 2 | National independent wealth management firm providing fin... | Strategic |
| BIP Wealth | 1 | Registered investment advisory (RIA) firm providing inves... | Strategic |
| Bluespring Wealth Partners, LLC | 1 | Acquirer and partner of independent wealth management fir... | Strategic |
| Cambridge Investment Research | 1 | Independent broker-dealer and investment services firm pr... | Strategic |
| Constellation Wealth Capital | 1 | Alternative asset management platform providing flexible,... | PE |
| Creative Planning LLC | 1 | Independent wealth management firm providing financial pl... | Strategic |
| EP Wealth Advisors | 1 | Fee-only registered investment adviser and financial plan... | Strategic (PE-backed) |
| Mercer Global Advisors, Inc. | 1 | National registered investment adviser (RIA) providing we... | Strategic (PE-backed) |
Acquisition Volume in Wealth Management in Georgia by Year
Last 7 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Merit Financial Advisors
- Target
- Yeomans Consulting Group, Inc.
- Seller
- Randy Yeomans
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
Merit Financial Advisors acquired Yeomans Consulting Group, a Marietta, Georgia wealth management firm with approximately $434 million in assets under management. The deal was finalized on March 6, 2026, and brings Yeomans’ advisory team and client service professionals into Merit to strengthen its Metro Atlanta presence.
-
February 25, 2026
- Buyer
- Constellation Wealth Capital
- Target
- BIP Wealth
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Growth capital
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.
-
February 21, 2026
- Buyer
- Elevation Point
- Target
- Hampton Bluff Capital Partners
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Growth capital
Elevation Point, a wealth management growth accelerator, made a strategic minority investment in Hampton Bluff Capital Partners, an Atlanta-based independent wealth management firm. The partnership provides Hampton Bluff with access to Elevation Point’s investment banking, lending, capital-raising, and municipal finance ecosystem and includes custody support via Schwab and Goldman Sachs Custody Solutions through Elevation Point.
-
- Buyer
- Elevation Point
- Target
- Harbor View Private Wealth
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Growth capital
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.
-
November 30, 2025
- Buyer
- Cambridge Investment Research
- Target
- Dempsey Lord Smith
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
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.
-
September 30, 2025
- Buyer
- BIP Wealth
- Target
- Prehmus Financial Partners
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
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.
-
May 21, 2025
- Buyer
- Steward Partners
- Target
- Moore's Wealth Management
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
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.
-
January 7, 2025
- Buyer
- Mercer Global Advisors, Inc.
- Target
- Edward Vance Investment Management
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Addon
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.
-
September 17, 2024
- Buyer
- EP Wealth Advisors
- Target
- CornerCap Investment Counsel, LLC
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Addon
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.
-
- Buyer
- Wealth Enhancement Group
- Target
- Foundational Wealth Advisory, LLC
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
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.
-
December 6, 2023
- Buyer
- Merit Financial Advisors
- Target
- ClearBridge Wealth Management
- Seller
- ClearBridge Wealth Management, Preston Byers
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Addon
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.
-
July 5, 2023
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Day & Ennis, LLC
- Seller
- John R. Day, William W. Ennis, Matthew E. Heller
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
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.
-
March 31, 2023
- Buyer
- Waverly Advisors, LLC
- Target
- Omni Wealth Advisors, Inc.
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Addon
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.
-
June 10, 2022
- Buyer
- Creative Planning LLC
- Target
- Rosen Capital Management
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
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.
-
March 8, 2022
- Buyer
- Bluespring Wealth Partners, LLC
- Target
- Business of Cristina Briboneria (advisor practice), Business of Eric Pucciarelli (advisor practice)
- Seller
- Cristina Briboneria, Eric Pucciarelli
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Addon
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.
-
January 7, 2022
- Buyer
- NFP
- Target
- AFS Advisors, LLC
- Seller
- AFS Advisors, LLC
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
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.
-
- Buyer
- Merit Financial Advisors
- Target
- Consilium Financial Group
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
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.
-
February 21, 2020
- Buyer
- Wealth Enhancement Group
- Target
- JOYN Advisors, Inc.
- Industry
- Wealth Management
- Location
- Georgia, United States
- Type
- Buyout
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.
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Frequently Asked Questions
Which firms are repeatedly involved in Georgia wealth management acquisitions?
Recurring buyers in the Georgia transactions include Merit Financial Advisors, Elevation Point, Wealth Enhancement Group, EP Wealth Advisors, Cambridge Investment Research, Mercer Global Advisors, Inc., Creative Planning LLC, and MAI Capital Management.
Are these deals mostly acquisitions or do minority investments show up too?
Both appear. The page includes full acquisitions (e.g., MAI Capital Management acquiring Waypoint Wealth Counsel) and strategic minority investments (e.g., Elevation Point investing in Harbor View Private Wealth and Hampton Bluff Capital Partners).
What geography within Georgia comes up most often?
The deals repeatedly reference Georgia, United States, with multiple targets based in or tied to Atlanta and the surrounding Metro Atlanta area.
What kinds of reasons do buyers give for making these Georgia investments?
Stated themes include strengthening regional presence, expanding assets under management, adding advisory teams and client service professionals, and supporting growth through advisor support platforms, investment banking/lending ecosystems, or succession and continuity solutions.
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