Tracked deals
25
25 tracked deals across 2021-2026.
Operating Company
Financial Services
Bluespring Wealth Partners
Austin, Texas, United States
Dedicated to the acquisition and servicing of wealth management firms, with streamlined succession strategies, successor incentivization and training, flexible ownership arrangements, and institutional-level capital support. Bluespring Wealth Partners is a wholly owned subsidiary of Kestra Holdings, Inc.
- Focus Areas
- Wealth management, Registered Investment Advisor (RIA), Financial planning
- Website
- bluespringwealth.com
Recent pace
8
8 tracked deals announced in the last 12 months.
Deal mix
Addon
19 addon · 6 buyout
Bluespring Wealth Partners Acquisition Volume by Year
Last 5 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 25 tracked deals for Bluespring Wealth Partners.
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October 7, 2026
- Buyer
- Bluespring Wealth
- Target
- Family Wealth Counseling
- Industry
- Wealth Management
- Location
- United States
- Type
- Addon
Bluespring Wealth acquired Family Wealth Counseling, which then merged with Bluespring’s existing firm KDI Wealth Management. The combined practice operates under the Bluespring Wealth name, has 16 professionals including eight advisors, and oversees just over $1 billion in client assets.
-
June 25, 2026
- Buyer
- Bluespring Wealth
- Target
- Element Wealth Advisors
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Addon
Bluespring Wealth acquired Element Wealth Advisors, a comprehensive financial planning and wealth management firm headquartered in Atlanta, Georgia. The deal is intended to support Element’s long-term growth and enhance its operational, strategic, and technology resources while preserving Element’s planning-first, client-first culture and leadership.
-
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.
-
March 11, 2026
- Buyer
- Security Financial Management (SFM), Bluespring Wealth Partners
- Target
- Pittman Financial Group
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
Bluespring Wealth Partners announced that Pittman Financial Group and its team, led by founder Page Pittman, will merge into Security Financial Management (SFM), an existing Bluespring partner firm. The move expands SFM’s advisor base and grows total assets managed by SFM advisors to approximately $1.3B, while supporting advisor succession planning and continuity for Pittman’s clients.
-
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 28, 2026
- Buyer
- Bluespring Wealth Partners
- Target
- Coghill Investment Strategies
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Bluespring Wealth Partners has partnered with Pittsburgh-based Coghill Investment Strategies, bringing the advisory firm and its approximately $600 million in AUM into Bluespring's network of partner firms. The move supports succession planning and platform expansion by integrating Coghill's experienced advisory team into Bluespring's community and operational resources.
-
January 16, 2026
- Buyer
- Bluespring Wealth Partners, U.S. Financial Services
- Target
- Front Porch Financial
- Seller
- Elizabeth Blanchard
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Addon
Bluespring Wealth Partners announced that Kestra-affiliated Front Porch Financial, founded by Elizabeth Blanchard, has merged into Bluespring partner firm U.S. Financial Services, creating a combined firm with roughly $1.7 billion in AUM. The transaction brings Front Porch's Cranford, New Jersey practice into U.S. Financial's network as part of a succession plan and to expand U.S. Financial's geographic footprint and service resources.
-
November 6, 2025
- Buyer
- Bluespring Wealth Partners
- Target
- Signature Wealth
- Seller
- Kestra Financial
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Buyout
Bluespring Wealth Partners has acquired Pittsburgh-based Signature Wealth, an RIA overseeing approximately $1.41 billion in client assets. The deal advances Bluespring's national expansion while providing Signature Wealth with scale, back-office capabilities, and continuity planning.
-
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.
-
July 22, 2025
- Buyer
- Bluespring Wealth Partners, LifeBridge Financial Group
- Target
- Halcyon Wealth Advisors
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
Bluespring Wealth Partners has acquired Halcyon Wealth Advisors, a Kestra-affiliated RIA overseeing $364 million in AUM, and merged the firm into existing Bluespring portfolio company LifeBridge Financial Group. The deal expands LifeBridge's footprint into the Dallas–Fort Worth market (Halcyon is based in Irving, Texas) and broadens the combined firm's network of advisors across Texas.
-
- Buyer
- Bluespring Wealth Partners, Ritter Daniher Financial Advisory LLC
- Target
- Hickory Asset Management, Inc.
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Addon
Bluespring Wealth Partners announced that Hickory Asset Management will merge into existing Bluespring portfolio firm Ritter Daniher Financial Advisory (RDFA), consolidating the two Ohio-based teams under RDFA. The combined advisory professionals will oversee over $865 million in assets under management, with the deal intended to strengthen the firm’s Ohio presence, improve service continuity, and support succession planning.
-
June 10, 2025
- Buyer
- Bluespring Wealth Partners
- Target
- SilverStar Wealth Management
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
Bluespring Wealth Partners acquired Kestra-affiliated SilverStar Wealth Management and merged the firm into its existing Bluespring partner, LifeBridge Financial Group. The combined teams will oversee $1.4 billion in AUM and aim to strengthen their Texas presence and client service capabilities with support from Kestra Financial.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
15 tracked deals by Bluespring Wealth Partners.
Wealth Management Buyers & Acquisitions
10 tracked deals by Bluespring Wealth Partners.
Acquisitions in Texas
4 tracked deals by Bluespring Wealth Partners.
Acquisitions in Pennsylvania
3 tracked deals by Bluespring Wealth Partners.
Acquisitions in California
2 tracked deals by Bluespring Wealth Partners.
Acquisitions in Georgia
2 tracked deals by Bluespring Wealth Partners.
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