Tracked deals
13
13 tracked deals across 2022-2026.
Wealth Management Buyers & Acquisitions in New Jersey
Buyer mix
Strategic-led
10 strategic · 4 pe
Top trend
Volume peaked in 2025
4 tracked deals announced in 2025.
Primary Insight
What Stands Out
- RIA roll-ups and platform expansion: Buyers like CW Advisors, LLC, Steward Partners, and Allworth Financial add offices, advisors, and assets under management after acquiring New Jersey-based firms.
- Planning-first capabilities come up repeatedly: For example, Bluespring Wealth acquired Synthesis Wealth Planning, incorporating planning-led teams tied to Kestra Financial-affiliated capabilities.
- Partnerships and minority stakes are part of the mix: LPL Financial Holdings Inc. acquired a minority stake in Private Advisor Group, and Rise Growth Partners made a strategic minority investment in Bleakley Financial Group.
- Geographic clustering around New Jersey: Most announced deals list locations in New Jersey, with some also noting expansion into additional states (e.g., Florida) or broader East Coast reach.
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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 |
|---|---|---|---|
| Allworth Financial | 1 | Full-service registered investment advisor (RIA) providin... | Strategic |
| AlphaCore Wealth Advisory | 1 | Wealth management firm expanding its family office–orient... | Strategic |
| Bluespring Wealth | 1 | Acquires and supports independent RIAs and hybrid wealth ... | PE |
| CW Advisors, LLC | 1 | SEC-registered investment management firm and RIA providi... | Strategic |
| Cary Street Partners | 1 | Independent wealth management firm providing investment m... | Strategic |
| Kelso & Company | 1 | Middle-market private equity firm focused on partnering w... | PE |
| LPL Financial Holdings Inc. | 1 | Large wealth management services firm providing brokerage... | Strategic |
| Lovell Minnick Partners | 1 | Growth-oriented private equity firm investing in financia... | PE |
| Rise Growth Partners | 1 | Strategic financial partner that provides capital and ope... | PE |
| Simon Quick Advisors | 1 | Independent wealth management and investment consulting f... | Strategic |
Acquisition Volume in Wealth Management in New Jersey by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
August 7, 2026
- Buyer
- AlphaCore Wealth Advisory
- Target
- Brave Family Advisors
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
AlphaCore Wealth Advisory added Brave Family Advisors, a boutique wealth management practice with approximately $700 million in client assets. The acquisition supports AlphaCore’s expansion into the New York metropolitan area and coincides with the opening of its Summit, New Jersey office.
-
May 20, 2026
- Buyer
- Bluespring Wealth
- Target
- Synthesis Wealth Planning
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
Bluespring Wealth announced it has acquired Kestra Financial-affiliated Synthesis Wealth Planning, a planning-led wealth management firm headquartered in Morristown, New Jersey. The combined practice brings Bluespring’s community to roughly $1.1 billion in overseen assets and expands its footprint with offices across New Jersey and Jupiter, Florida.
-
January 11, 2026
- Buyer
- The Mather Group
- Target
- The Hogan-Knotts Financial Group
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
The Mather Group, a Chicago-based fee-only registered investment advisory firm, has partnered with The Hogan-Knotts Financial Group of Red Bank, New Jersey, bringing the latter's ~$300 million AUM practice onto TMG's platform. The move expands TMG’s East Coast presence and adds planning and advisory resources as the Hogan-Knotts principals join the combined platform; financial terms were not disclosed.
-
November 20, 2025
- Buyer
- LPL Financial Holdings Inc.
- Target
- Private Advisor Group
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Growth capital
LPL Financial Holdings Inc. has acquired a minority ownership stake in Private Advisor Group, the Morristown, New Jersey–based RIA with $41.3 billion in AUM. Republic Capital Group served as the investment banking advisor to Private Advisor Group. The investment joins LPL with existing minority owner Merchant Investment Management and six legacy shareholders to deepen strategic ties and expand programs, technology, and operational support for advisors.
-
September 17, 2025
- Buyer
- Simplicity Group
- Target
- Professional Planning Services
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
Simplicity Group has acquired Professional Planning Services (PPS), welcoming Chris Lester, Keith Lester, and Katelyn Erchick as partners. PPS will rebrand into the Simplicity Wealth Advisors platform and operate out of Simplicity's Summit, New Jersey office to expand the firm's wealth and protection capabilities.
-
- Buyer
- CW Advisors, LLC
- Target
- Delta Financial Group, Inc., Leathe & Associates
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
CW Advisors, an SEC-registered investment management firm headquartered in Boston, has acquired Delta Financial Group, a fee-only RIA with $1.3 billion AUM based in Basking Ridge, New Jersey, and Leathe & Associates, an RIA in Eliot, Maine. Terms were not disclosed; Gladstone Group Inc. facilitated the Delta transaction. Following the deals, CW Advisors now operates 15 offices, has over 125 employees, and manages more than $12 billion of AUM.
-
March 16, 2025
- Buyer
- Summit Financial
- Target
- Gateway Advisory
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Addon
Summit Financial has made a strategic investment in Gateway Advisory, a New Jersey-based registered investment advisory firm with $830 million in assets under management. The Gateway team and principals will integrate into Summit’s Parsippany office as part of Summit’s ongoing roll-up of advisory practices to expand its multi‑family office platform.
-
November 21, 2024
- Buyer
- Steward Partners
- Target
- Mainstay Wealth Management
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
Steward Partners has acquired Mainstay Wealth Management, a 14-person advisory team led by Timothy Burklow Sr. and Matthew Rotella, adding four advisors and over $850 million of assets under management. The move expands Steward Partners' presence in New Jersey with a new Riverdale office and brings experienced advisors from Ameriprise to the firm's Legacy Division.
-
October 4, 2024
- Buyer
- Allworth Financial
- Target
- George McKelvey Company
- Seller
- Robert McKelvey, Robert A. Giunco, Jr., Richard Looney
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
Allworth Financial has acquired New Jersey-based George McKelvey Company, expanding Allworth’s East Coast footprint and bringing the Manasquan firm's nine advisors and eight support staff into Allworth’s platform. The acquisition adds over $1.1 billion in managed assets to Allworth’s business and increases its nationwide offices to 43; financial terms were not disclosed.
-
August 20, 2024
- Buyer
- Rise Growth Partners
- Target
- Bleakley Financial Group
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Growth capital
Rise Growth Partners has made its first strategic minority investment in Bleakley Financial Group to support Bleakley's national expansion and advisor-attraction strategy. Bleakley is a long-established wealth advisory firm managing nearly $10 billion in advisory assets as of June 30, 2024; Rise is backed by a $250 million commitment from Charlesbank to support its investments in RIAs.
-
- Buyer
- Kelso & Company, Lovell Minnick Partners
- Target
- Pathstone
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Growth capital
Kelso & Company completed a strategic equity investment in Pathstone in May 2023, joining existing investor Lovell Minnick Partners which is increasing its capital commitment. Pathstone, an independent wealth management and family office advisory firm with more than 350 employees across 17 offices and over $80 billion in client assets, will use the capital to invest in people, technology, and to accelerate its growth and M&A strategy while management continues to run day-to-day operations.
-
April 15, 2022
- Buyer
- Cary Street Partners
- Target
- National Wealth Management
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
Cary Street Partners has acquired Florham Park, New Jersey-based National Wealth Management, an SEC-registered investment adviser. The deal, which closed April 15, 2022, expands Cary Street's presence in metro New Jersey, strengthens its fee-based wealth management capabilities, and brings the combined firm's assets under management to approximately $5.5 billion.
-
April 12, 2022
- Buyer
- Simon Quick Advisors
- Target
- Red Hook Management
- Industry
- Wealth Management
- Location
- New Jersey, United States
- Type
- Buyout
Simon Quick Advisors, an independent wealth management firm headquartered in Morristown, New Jersey, has merged with fellow Morristown RIA Red Hook Management. The deal brings roughly $420 million in AUM and three advisory professionals into Simon Quick, expanding the combined firm to about 68 employees and approximately $5 billion in assets under management while providing Red Hook with access to Simon Quick’s operational platform and technology.
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Frequently Asked Questions
What types of transactions appear in New Jersey wealth management deals?
The page highlights full acquisitions (including RIA and advisory-firm purchases), platform partnerships, and strategic minority investments (such as LPL’s minority stake in Private Advisor Group).
Which recurring buyers show up across these New Jersey acquisitions?
Recurring names include Rise Growth Partners, Simon Quick Advisors, Steward Partners, CW Advisors, LLC, Bluespring Wealth, Stone Point Capital, Oak Hill Capital, and AlphaCore Wealth Advisory.
Do these deals focus on acquiring firms with client assets under management?
Yes. Multiple summaries include AUM/client-asset figures and describe how the acquired practices or advisory teams add managed assets and advisors to the buyer’s platform.
Are planning capabilities a common theme in these acquisitions?
They appear in several deals. For instance, Bluespring Wealth highlighted planning-first teams and capabilities when acquiring Synthesis Wealth Planning and referencing Kestra Financial-affiliated resources.
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Wealth Management Acquisitions in 2026
Wealth Management Acquisitions in 2025
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Wealth Management Acquisitions in 2023
Wealth Management Acquisitions in 2022
Acquisitions in New Jersey
Private Equity-Backed Acquisitions in New Jersey
Acquisitions in New Jersey in 2026
Acquisitions in New Jersey in 2025