Wealth Management Buyers & Acquisitions in Kentucky

Tracked deals

5

5 tracked deals across 2022-2026.

Buyer mix

Strategic-led

5 strategic

Top trend

Volume peaked in 2026

2 tracked deals announced in 2026.

Primary Insight

What Stands Out

  • MCF Advisors expanded in Kentucky with acquisitions of Hoff Bujnoch & Associates (Newport, KY) and Wealth Planning Corporation (Cincinnati-based), adding teams and strengthening Northern Kentucky and Greater Cincinnati coverage.
  • Savant Wealth Management acquired Sortino Advisory Partners, a Louisville-based veteran-owned fee-only RIA, and added Sortino principals as advisors under the Savant platform.
  • Cerity Partners completed a merger with ARGI Financial, bringing together ARGI’s professionals and clients into the Cerity platform and expanding workplace planning and wealth management capabilities.
  • Allworth Financial acquired advisory teams and client relationships from Journey Advisory Group, increasing its client base and adding about $215 million in AUM linked to the acquired teams.
Buyer What they typically added (from listed deals) Kentucky link
MCF Advisors Advisory teams and client-facing operations Newport/Northern KY; Greater Cincinnati coverage
Savant Wealth Management Fee-only RIA capabilities and advisor leadership Louisville
Cerity Partners Workplace planning + scaled platform National footprint, with Kentucky as a listed state
Allworth Financial Advisory teams and client relationships Regional presence tied to acquired teams

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Buyer Snapshot

Top Buyers

Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.

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Buyer # Deals Focus Type
MCF Advisors 2 Registered investment adviser providing wealth management... Strategic
Allworth Financial 1 Full-service Registered Investment Advisor providing reti... Strategic
Cerity Partners 1 Independent wealth and investment management firm (RIA) p... Strategic
Savant Wealth Management 1 Fee-only registered investment adviser (RIA) providing we... Strategic

Acquisition Volume in Wealth Management in Kentucky by Year

Last 4 years

Acquisition volume by year Annual acquisition counts for the last 4 years for Wealth Management Buyers & Acquisitions in Kentucky. 1 2022 1 2023 1 2024 ~3 est. 2 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • MCF Advisors Acquires Hoff Bujnoch & Associates
    April 29, 2026
    Buyer
    MCF Advisors
    Target
    Hoff Bujnoch & Associates
    Industry
    Wealth Management
    Location
    Kentucky, United States
    Type
    Buyout

    MCF Advisors acquired Hoff Bujnoch & Associates, a Newport, Kentucky-based wealth management firm with about $250 million in assets under management. The deal closed on April 29, 2026, expanding MCF’s presence in Northern Kentucky and integrating the HBA team under the MCF umbrella.

  • MCF Advisors Acquires Wealth Planning Corporation
    February 27, 2026
    Buyer
    MCF Advisors
    Target
    Wealth Planning Corporation
    Industry
    Wealth Management
    Location
    Kentucky, United States
    Type
    Buyout

    MCF Advisors, a Kentucky-based registered investment adviser, acquired Cincinnati-based wealth management firm Wealth Planning Corporation, which oversees about $617 million in assets under management. The deal added a nine-person team to MCF, including President Todd Steinbrink and Vice President of Operations Angela Dietrich, and expanded MCF’s presence in the Greater Cincinnati market. The acquisition closed on February 27, 2026.

  • Savant Wealth Management Acquires Sortino Advisory Partners
    December 1, 2024
    Buyer
    Savant Wealth Management
    Target
    Sortino Advisory Partners
    Seller
    Sortino Advisory Partners
    Industry
    Wealth Management
    Location
    Kentucky, United States
    Type
    Buyout

    Savant Wealth Management acquired Louisville-based Sortino Advisory Partners, a veteran-owned fee-only RIA with $239 million in assets under management (and $135.7 million in assets under advisement). The deal closed on September 30; terms were not disclosed and Sortino principals Daniel Hutcherson and Stephen Heitz joined Savant as financial advisors, managing directors, and member-owners.

  • Cerity Partners Merges with ARGI Financial
    January 10, 2023
    Buyer
    Cerity Partners
    Target
    ARGI Financial
    Industry
    Wealth Management
    Location
    Kentucky, United States
    Type
    Buyout

    Cerity Partners has completed a merger with ARGI Financial, combining ARGI's approximately 250 professionals and 3,000 clients into the Cerity platform. The transaction expands Cerity's national footprint and strengthens its workplace financial planning and wealth management capabilities.

  • Allworth Financial Acquires Advisory Teams and Client Relationships from Journey Advisory Group
    November 1, 2022
    Buyer
    Allworth Financial
    Target
    Journey Advisory Group (advisory teams and client relationships from Gold River, CA and Temple, TX offices)
    Seller
    Journey Advisory Group
    Industry
    Wealth Management
    Location
    Kentucky, United States
    Type
    Divestiture

    Allworth Financial acquired the advisory teams and client relationships from Journey Advisory Group’s Gold River, California and Temple, Texas offices, adding approximately $215 million in AUM. The transaction expands Allworth’s regional presence and client base while allowing Journey Advisory Group to focus on its Midwest operations.

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Frequently Asked Questions

Which companies are recurring buyers in Kentucky wealth management acquisitions?

Recurring buyers in the listed Kentucky deals include MCF Advisors, Cerity Partners, Savant Wealth Management, and Allworth Financial.

What kinds of targets are being acquired in these Kentucky wealth management transactions?

Targets include Kentucky-based wealth management firms and RIAs, as well as advisory teams and client relationships that can be integrated into a buyer’s platform.

Are these deals focused on registered investment advisers (RIAs)?

Yes. The listed transactions feature registered investment adviser (RIA) businesses and fee-only RIA practices.

What deal outcomes are emphasized across the Kentucky acquisitions shown?

The transactions commonly emphasize integration of advisor leadership and advisory teams, continuity for client relationships, and expanding geographic or service-market presence.

Related Acquisition Pages

Wealth Management Buyers & Acquisitions Wealth Management Buyers & Acquisitions in Canada Private Equity-Backed Wealth Management Buyers Wealth Management Acquisitions in 2026 Wealth Management Acquisitions in 2024 Wealth Management Acquisitions in 2023 Wealth Management Acquisitions in 2022 Acquisitions in Kentucky Private Equity-Backed Acquisitions in Kentucky Acquisitions in Kentucky in 2026 Acquisitions in Kentucky in 2024 Acquisitions in Kentucky in 2023

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