Tracked deals
8
8 tracked deals across 2020-2026.
Wealth Management Buyers & Acquisitions in Wisconsin
Buyer mix
Strategic-led
8 strategic
Top trend
Volume peaked in 2026
2 tracked deals announced in 2026.
Primary Insight
What Stands Out
- Regional footprint growth shows up repeatedly, including new or expanded Wisconsin office presence tied to acquired teams (e.g., NorthRock’s Madison expansion and Carson’s Green Bay integration).
- Add-on partnerships and acquisitions are common structures, with buyers integrating advisor teams while maintaining continuity for clients and advisers.
- Platform expansion themes include succession support and network-based scale (e.g., Bluespring’s Kestra-affiliated network add-on partner approach).
- Capability reinforcement appears in both traditional and digital planning angles—such as FPIS’s trust/tax capability access and Merit’s enhancement of digital marketing/content via Safeguard’s YouTube platform.
| Buyer | Deal structure theme | Wisconsin example |
|---|---|---|
| NorthRock Partners | Partnership addition + office growth | Adds Triumph team; expands Madison presence |
| Bluespring Wealth Partners, LLC | Aggregator/platform add-on | Adds New Wall Street to Kestra-affiliated network |
| Merit Financial Advisors | Virtual planning + digital capability | Acquires Safeguard Wealth Management |
| Creative Planning, Inc. | Cross-border advisory expertise | Adds Thun Financial Advisors’ overseas-serving focus |
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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 |
|---|---|---|---|
| Bluespring Wealth Partners, LLC | 1 | Aggregator and acquirer of independent RIAs and hybrid we... | Strategic |
| Carson Group | 1 | Wealth advisory firm that operates an extensive network o... | Strategic |
| Creative Planning, Inc. | 1 | Independent wealth management firm providing financial pl... | Strategic |
| Hightower | 1 | A national wealth management platform and RIA that provid... | Strategic |
| Mercer Global Advisors, Inc. (Mercer Advisors) | 1 | Full-service wealth management firm and national RIA prov... | Strategic (PE-backed) |
| Merit Financial Advisors | 1 | National wealth management firm (RIA) supporting independ... | Strategic (PE-backed) |
| NorthRock Partners | 1 | Financial advice firm growing a dedicated “Personal Offic... | Strategic |
| WealthPlan Partners, LLC | 1 | Full-service wealth management and financial planning fir... | Strategic |
Acquisition Volume in Wealth Management in Wisconsin by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
September 29, 2026
- Buyer
- NorthRock Partners
- Target
- Triumph Wealth Management, LLC
- Seller
- Nathan Brinkman (President, CEO and Founder of Triumph Wealth Management)
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Addon
NorthRock Partners announced that Triumph Wealth Management, LLC has joined NorthRock as a partnership addition. The combination expands NorthRock’s Personal Office model in Wisconsin, including opening a NorthRock office in Madison and adding advisors and team members to support the firm’s regional growth.
-
May 1, 2026
- Buyer
- Carson Group
- Target
- Harbor Wealth Management
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Buyout
Carson Group, a wealth advisory firm, has acquired Harbor Wealth Management, a Green Bay, Wisconsin-based advisory firm managing approximately $396 million in assets under management. The Harbor Wealth team will transition as an integrated office and rebrand as a Carson Wealth office in Green Bay.
-
September 9, 2025
- Buyer
- Bluespring Wealth Partners, LLC
- Target
- New Wall Street
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Addon
Bluespring Wealth Partners has added Green Bay-based New Wall Street, an RIA led by Bernie Van Eperen and Chris Battle with $135 million AUM, to its aggregator platform. The move brings New Wall Street into Bluespring’s Kestra-affiliated network as an add-on partner to support succession, scale and ongoing client service.
-
- Buyer
- Merit Financial Advisors
- Target
- Safeguard Wealth Management
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Addon
Merit Financial Advisors acquired Safeguard Wealth Management, a fully virtual financial planning firm, in a deal finalized April 25, 2025. The acquisition adds approximately $597 million of assets and enhances Merit's digital marketing and content capabilities through Safeguard's successful YouTube platform; Safeguard co-founders Eric Sajdak and Anthony Hellenbrand will join Merit.
-
November 5, 2024
- Buyer
- Hightower
- Target
- Financial Planning and Information Services (FPIS)
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Growth capital
Hightower has made a strategic investment in Financial Planning and Information Services (FPIS), a 16-person wealth management and financial planning team based in De Pere, Wisconsin with over $1.1 billion in AUM. FPIS will retain its brand and leadership while gaining access to Hightower's national resources, including trust and tax capabilities, to support growth and succession planning.
-
September 27, 2024
- Buyer
- WealthPlan Partners, LLC
- Target
- Klauke Investments & Insurance Services
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Buyout
WealthPlan Partners, a national Registered Investment Adviser based in Omaha, Nebraska, has acquired Klauke Investments & Insurance Services, a wealth management and insurance firm in Onalaska, Wisconsin. The deal brings approximately $275 million in assets under management and over 300 clients to WealthPlan, expanding its Midwest presence and advisor platform.
-
June 23, 2021
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- A. Farah Investments, LLC dba AFI Wealth Strategies
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Buyout
Mercer Global Advisors, Inc. (Mercer Advisors) acquired A. Farah Investments, LLC dba AFI Wealth Strategies, a Green Bay, Wisconsin-based wealth management practice, in June 2021. AFI manages roughly 220 clients with about $240 million AUM and its team will join Mercer, strengthening Mercer's presence in the central United States and expanding its advisory footprint and client services.
-
July 14, 2020
- Buyer
- Creative Planning, Inc.
- Target
- Thun Financial Advisors
- Industry
- Wealth Management
- Location
- Wisconsin, United States
- Type
- Buyout
Creative Planning, a large independent wealth management firm, has acquired Thun Financial Advisors, a Registered Investment Adviser that manages about $600 million in client assets. The deal strengthens Creative Planning’s ability to serve U.S. citizens living and working overseas by adding Thun’s cross-border advisory expertise to its offering.
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Frequently Asked Questions
Which wealth management acquirers are recurring in Wisconsin deals?
Recurring buyers in the Wisconsin announcements include WealthPlan Partners, LLC, Hightower, Carson Group, Bluespring Wealth Partners, LLC, NorthRock Partners, Mercer Global Advisors, Inc. (Mercer Advisors), Creative Planning, Inc., and Merit Financial Advisors.
What kinds of transactions are most common in these Wisconsin wealth management announcements?
Common patterns include office and team expansions (partnership additions or acquisitions that integrate advisers into an existing platform) and add-on deals designed to support succession, scale, and ongoing client service.
Are digital or content capabilities part of any Wisconsin acquisition themes?
Yes. Merit Financial Advisors acquired Safeguard Wealth Management, described as a fully virtual financial planning firm, and the announcement notes enhancements to Merit's digital marketing and content capabilities via Safeguard’s YouTube platform.
Which Wisconsin cities appear across the listed deals?
The announcements reference multiple Wisconsin locations, including Green Bay, De Pere, Madison, Onalaska, and Green Bay-area/region coverage tied to the listed firms and teams.
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 2025
Wealth Management Acquisitions in 2024
Wealth Management Acquisitions in 2021
Wealth Management Acquisitions in 2020
Acquisitions in Wisconsin
Private Equity-Backed Acquisitions in Wisconsin
Acquisitions in Wisconsin in 2026
Acquisitions in Wisconsin in 2025