Tracked deals
23
23 tracked deals across 2020-2026.
Wealth Management Buyers & Acquisitions in Massachusetts
Buyer mix
Strategic-led
23 strategic · 1 pe
Top trend
Volume peaked in 2025
6 tracked deals announced in 2025.
Primary Insight
What Stands Out
- Beacon Pointe Advisors has multiple Massachusetts-area acquisitions, reinforcing an East Coast—especially New England—strategy.
- Deals often focus on bringing in established RIAs and their leadership teams while expanding the buyer’s investment platform and operational infrastructure.
- Capacity expansion shows up across subsectors: wealth advisory platforms, trust/fiduciary services, retirement plan and investment consulting, and institutional OCIO-style consulting.
- Geographic clustering is strongest in Massachusetts (with multiple Boston/greater-Boston locations referenced), reflecting dense regional client and advisor ecosystems.
| Buyer theme | What transactions emphasize |
|---|---|
| Platform expansion | Expanded AUM base and advisor/investment capabilities |
| Service broadening | Trust/fiduciary, retirement consulting, private-market strategies |
| Regional presence | Increased Massachusetts and New England footprint |
| Leadership continuity | Acquired teams/leadership often remain in place |
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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 |
|---|---|---|---|
| Cerity Partners | 3 | National independent financial advisory firm providing in... | Strategic |
| Hub International Limited | 3 | Full-service global insurance broker providing risk manag... | Strategic (PE-backed) |
| Beacon Pointe Advisors | 2 | Independent registered investment adviser providing wealt... | Strategic |
| Arthur J. Gallagher & Co. | 1 | Global insurance brokerage and risk management firm provi... | Strategic |
| Aspen Standard Wealth | 1 | Perpetual-capital operator that acquires and partners wit... | Strategic (PE-backed) |
| Bluespring Wealth Partners | 1 | Wealth management platform that acquires and partners wit... | Strategic |
| CAPTRUST Financial Advisors | 1 | Independent wealth management and investment advisory fir... | Strategic (PE-backed) |
| CW Advisors | 1 | SEC-registered wealth management firm / RIA platform prov... | Strategic (PE-backed) |
| Carson Group | 1 | Provider of wealth-management services and advisor soluti... | Strategic |
| Creative Planning LLC | 1 | Independent wealth management firm providing financial pl... | Strategic |
Acquisition Volume in Wealth Management in Massachusetts by Year
Last 7 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 10, 2026
- Buyer
- Hightower Signature Wealth
- Target
- Boston Hill Advisors
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Hightower Signature Wealth added Boston Hill Advisors to its national wealth management platform. The move brings approximately $1.6 billion in assets under management, along with 18 employees and 11 advisors, and Boston Hill will continue operating from offices in North Andover and Natick, Massachusetts.
-
May 20, 2026
- Buyer
- Beacon Pointe Advisors
- Target
- Financially In Tune
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Beacon Pointe Advisors welcomed Financially In Tune, a female-founded registered investment advisory (RIA) firm based in Stoneham, Massachusetts, to further expand its East Coast—particularly New England—presence. The acquisition formally closed on May 1, 2026, with Financially In Tune continuing under a fiduciary model and maintaining its leadership team.
-
- Buyer
- Hightower Signature Wealth (HTSW), Hightower
- Target
- Lexington Wealth Management
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Hightower Signature Wealth (HTSW) announced an agreement for Lexington Wealth Management to join its platform, bringing approximately $3.2 billion in assets under management (AUM). Upon close, HTSW is expected to manage more than $29 billion in AUM across 25+ locations, while Lexington’s team of 25 professionals (including 16 advisors) gains access to expanded investment capabilities and operational infrastructure.
-
February 10, 2026
- Buyer
- Bluespring Wealth Partners
- Target
- SHP Financial
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Bluespring Wealth Partners has acquired Plymouth, Massachusetts-based financial planning firm SHP Financial, which oversees approximately $2.3 billion in assets. The deal brings SHP's ~50-person team and three Massachusetts offices into Bluespring's advisor platform, expanding the buyer's presence in New England.
-
January 15, 2026
- Buyer
- Beacon Pointe Advisors
- Target
- The Financial Advisors
- Seller
- The Financial Advisors
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, closing on January 15, 2026. The 11-person, employee‑owned firm will expand Beacon Pointe’s New England footprint and broaden delivery of its allWEALTH services platform as Beacon Pointe grows its national AUA to roughly $62 billion.
-
- Buyer
- GTCR
- Target
- Fiduciary Trust Company, Fiduciary Company Incorporated (operating subsidiaries; collectively known as Fiduciary Trust Company), Fiduciary Trust Company International
- Seller
- Franklin Templeton (ownership of Fiduciary Trust Company; minority stake to be retained post-transaction per deal context)
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
GTCR reached a definitive agreement and later completed its acquisition of Fiduciary Trust Company and its operating subsidiaries, a Boston-based wealth management and trust company serving ultra-high-net-worth clients. GTCR partnered with CEO Austin Shapard and appointed Doris Meister as Executive Chair to expand Fiduciary’s service offerings, enhance its investment platform and technology enablement, and grow its workforce to scale the business.
-
August 7, 2025
- Buyer
- Aspen Standard Wealth
- Target
- MG Financial
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
Aspen Standard Wealth has acquired MG Financial, a Braintree, Massachusetts–based registered investment advisor with $1.1 billion in assets under management. The deal is the fourth acquisition for Aspen since launching in late 2024 and expands its permanent-platform model that preserves acquired RIAs’ identities while supporting growth.
-
July 2, 2025
- Buyer
- Forge Global Holdings, Inc.
- Target
- Accuidity Capital Management
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Forge Global Holdings, Inc. completed its acquisition of Accuidity Capital Management in a simultaneous sign-and-close transaction. The deal (approximately $10.0 million cash plus 1.15 million newly issued Forge shares, with potential earn-out shares) expands Forge's investment management and wealth capabilities by integrating Accuidity's private-market strategies, funds and sourcing ecosystem into Forge's platform.
-
February 18, 2025
- Buyer
- Arthur J. Gallagher & Co.
- Target
- Agilis Partners LLC
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Arthur J. Gallagher & Co. has acquired Waltham, Massachusetts-based Agilis Partners LLC, a retirement plan and investment consulting firm with offices in greater Boston, New York and Denver. The acquisition will enhance Gallagher's retirement plan and investment consulting capabilities; terms were not disclosed and Agilis leadership will remain in place.
-
- Buyer
- CW Advisors
- Target
- Aspire Wealth Management, Inc., Fernwood Investment Management, LLC
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Addon
CW Advisors (CWA) acquired Aspire Wealth Management (Waltham, MA) and Fernwood Investment Management (Quincy, MA), adding more than $800 million of AUM to the CWA platform. The deals closed in January 2025 and expand CWA's Boston-area footprint; terms were not disclosed and Fernwood was represented by Surfside Capital.
-
January 9, 2025
- Buyer
- Cerity Partners
- Target
- Prio Wealth
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Cerity Partners, an independent U.S. wealth management firm, is merging with Boston-based Prio Wealth; Prio will operate under the Cerity Partners name and add $4.1 billion in AUM. The deal expands Cerity Partners' wealth advisory capabilities and strengthens its presence in the Boston metropolitan market.
-
November 29, 2024
- Buyer
- CAPTRUST Financial Advisors
- Target
- Boston Financial Management
- Seller
- Richard H. Morse
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
CAPTRUST Financial Advisors has acquired Boston Financial Management, adding nearly $5 billion of client assets and 45 colleagues across Boston, Cape Cod (Massachusetts) and Portland (Maine). As part of the transaction BFM founder Richard H. Morse will retire; Berkshire Global Advisors served as BFM's financial advisor.
-
October 21, 2024
- Buyer
- Hightower Holding
- Target
- NEPC, LLC
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Hightower Holding will acquire a majority interest in NEPC, LLC, combining NEPC's institutional investment consulting and OCIO capabilities with Hightower Advisors to expand services for private wealth clients. NEPC will retain its culture and executive team while the combined organization aims to broaden access to institutional-quality investment solutions across Hightower's advisor network.
-
January 2, 2024
- Buyer
- Dakota Wealth Management
- Target
- C2C Wealth Management, LLC
- Seller
- Louis Delle Valle
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Dakota Wealth Management has acquired C2C Wealth Management, LLC, an SEC-registered investment adviser based in Mansfield, Massachusetts that manages approximately $350 million in client assets (and advises on an additional $550 million). Founder Louis Delle Valle and client services associate Carol Donnelly will join Dakota; the deal creates Dakota's third Massachusetts office and expands the firm's national footprint to 14 offices across nine states.
-
January 1, 2024
- Buyer
- Franklin Resources, Inc. (Franklin Templeton)
- Target
- Putnam Investments
- Seller
- Great-West Lifeco, Inc.
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Franklin Resources, Inc. (operating as Franklin Templeton) completed its acquisition of Putnam Investments from Great-West Lifeco on January 1, 2024. The deal brings complementary asset-management capabilities and increases Franklin Templeton's retirement and insurance-related AUM, while Great-West becomes a long-term shareholder in Franklin Resources.
-
December 1, 2022
- Buyer
- Carson Group
- Target
- Northface Capital Holdings, LLC
- Seller
- The Northface team (owners of Northface Capital Holdings)
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Carson Group has acquired Northface Capital Holdings, LLC, a Waltham, Massachusetts-based financial planning and wealth management firm with $200 million in assets under management. The Northface team — now led by Chris Tobey — sold its ownership to Carson and the office will transition to a wholly owned Carson Wealth location to provide continuity, succession planning and support for future growth.
-
June 1, 2022
- Buyer
- Creative Planning LLC
- Target
- Ferris Capital, LLC
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Creative Planning LLC has acquired Ferris Capital, LLC, a Massachusetts-based registered investment adviser with $755 million in assets under management. The deal expands Creative Planning's footprint into the Massachusetts market and brings Ferris Capital's advisory team and wealth-planning capabilities into Creative's platform, which manages or advises on over $225 billion in assets.
-
- Buyer
- Integrity Marketing Group
- Target
- First American Insurance Underwriters
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Integrity Marketing Group, an omnichannel insurtech leader based in Dallas, acquired First American Insurance Underwriters, a Boston-area insurance services and wealth management advisory firm that serves high-net-worth clients. The deal brings First American's advisory expertise and carrier relationships into Integrity's insurtech platform to expand capabilities and support accelerated growth; financial terms were not disclosed.
-
March 1, 2022
- Buyer
- Cerity Partners
- Target
- Daintree Advisors
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Cerity Partners has merged with Boston-based Daintree Advisors, combining Daintree’s New England wealth management practice into Cerity’s national platform and operating under the Cerity Partners name. The transaction deepens Cerity’s East Coast presence and expands its wealth management, tax and financial planning capabilities.
-
- Buyer
- HUB International Limited
- Target
- Epstein Financial Services LLC, Epstein Financial Group LLC
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
HUB International Limited acquired the assets of Epstein Financial Services LLC and Epstein Financial Group LLC, an East Longmeadow, Massachusetts-based independent Registered Investment Advisor. Terms were not disclosed; Charlie Epstein, Principal and Founder, will join Hub Retirement and Private Wealth as the deal expands HUB's retirement and wealth management capabilities.
-
February 2, 2021
- Buyer
- Cerity Partners
- Target
- Bainco International Investors
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Cerity Partners announced it has welcomed Boston-based Bainco International Investors into its firm, expanding Cerity's presence in New England and adding approximately $1.1 billion in assets under management. The move brings Bainco's team and capabilities into Cerity's national independent financial advisory platform to enhance service offerings for high-net-worth clients.
-
January 13, 2021
- Buyer
- Hub International Limited
- Target
- Alpha Pension Group, Inc.
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Hub International Limited has acquired Alpha Pension Group, Inc., a Boston-based retirement consulting firm. The transaction (terms undisclosed) brings Alpha's investment analytics and fiduciary governance capabilities into Hub New England to strengthen Hub's retirement and wealth management services in the region; Alpha's President & CEO Rich Cawthorne and CFO Mark Salamone will join Hub New England.
-
- Buyer
- Hub International Limited
- Target
- Baystate Fiduciary Advisors, Inc.
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Type
- Buyout
Hub International Limited acquired the assets of Baystate Fiduciary Advisors, Inc., a Boston-based fiduciary advisory firm that manages approximately $2.9 billion in client assets. The deal strengthens Hub’s Retirement and Private Wealth capabilities in New England by adding Baystate’s talent and retirement plan advisory services; Baystate’s Managing Partner Gregg Andonian will join Hub RPW in the region.
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Frequently Asked Questions
Which Massachusetts acquisitions are included on this page?
The page highlights recent wealth management transactions in Massachusetts, including deals involving Beacon Pointe Advisors, Hightower Signature Wealth, Bluespring Wealth Partners, GTCR, CAPTRUST Financial Advisors, Cerity Partners, and others.
What kinds of buyers are most active in Massachusetts wealth management?
Recurring buyers include RIA and wealth management firms (e.g., Cerity Partners, Beacon Pointe Advisors, CAPTRUST Financial Advisors, Carson Group) as well as broader financial services platforms such as Arthur J. Gallagher & Co. and Hightower.
Do these deals typically keep the acquired firms’ leadership teams?
Several deals explicitly note leadership continuity. For example, SHP Financial joins Bluespring Wealth Partners, and some acquisitions describe acquired firms continuing under a fiduciary model or retaining culture and leadership.
What service capabilities show up across Massachusetts transactions?
Themes include expanding wealth advisory platforms, enhancing trust and fiduciary offerings (e.g., GTCR acquiring Fiduciary Trust Company), strengthening retirement plan and investment consulting (e.g., Arthur J. Gallagher & Co. acquiring Agilis Partners LLC), and integrating institutional/private-market strategies (e.g., Forge Global acquiring Accuidity Capital Management).
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