Tracked deals
15
15 tracked deals across 2020-2026.
Operating Company
Financial Services
CAPTRUST Financial Advisors
Raleigh, North Carolina, United States
Independent retirement plan and investment advisory firm headquartered in Raleigh, NC. Provides consultative advisory services to retirement plan sponsors, endowments and foundations, institutional investors, executives, and high-net-worth individuals.
- Focus Areas
- Retirement plan consulting, Wealth management, Registered Investment Advisor (RIA)
- Website
- captrust.com
Recent pace
6
6 tracked deals announced in the last 12 months.
Deal mix
Buyout
11 buyout · 4 addon
CAPTRUST Financial Advisors Acquisition Volume by Year
Last 7 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 15 tracked deals for CAPTRUST Financial Advisors.
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September 23, 2026
- Buyer
- CAPTRUST Financial Advisors
- Target
- Compass Advisors, Long Island Wealth Management
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Addon
CAPTRUST Financial Advisors expanded its New York presence by adding Compass Advisors and Long Island Wealth Management, two affiliated advisory firms based in Melville, New York. The combined teams bring seven professionals and approximately $1.2 billion in assets, with both firms adopting the CAPTRUST brand. The firms cited CAPTRUST’s fiduciary approach and operational resources—such as cyber-security, tax, and estate planning support—as key reasons for joining.
-
May 14, 2026
- Buyer
- CAPTRUST
- Target
- Stillwater Capital Advisors
- Industry
- Financial Services
- Location
- Pennsylvania, United States
- Type
- Addon
CAPTRUST has acquired Stillwater Capital Advisors in order to expand CAPTRUST’s private wealth footprint in Pennsylvania. Following the transaction, Stillwater will adopt the CAPTRUST brand, as CAPTRUST continues building its national advisory platform through acquisitions and partnerships.
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- Buyer
- Captrust Financial Advisors
- Target
- Stillwater Capital Advisors
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Type
- Buyout
Captrust Financial Advisors acquired Stillwater Capital Advisors, a Devon, Pennsylvania wealth management firm with $1.25 billion in assets under management. The deal extends Captrust’s private wealth footprint into the greater Philadelphia suburbs and Stillwater will adopt the Captrust brand.
-
February 12, 2026
- Buyer
- CAPTRUST Financial Advisors
- Target
- Alpha Cubed Investments (ACI)
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
CAPTRUST Financial Advisors announced that Alpha Cubed Investments (ACI), a Southern California wealth management firm with approximately $3.8 billion in AUM, joined CAPTRUST in January 2026 and will adopt the CAPTRUST brand. The move expands CAPTRUST’s advisory presence in Southern California and adds ACI’s advisor team and capabilities to CAPTRUST’s platform.
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February 5, 2026
- Buyer
- CAPTRUST Financial Advisors
- Target
- Meritage Portfolio Management
- Industry
- Financial Services
- Location
- Kansas, United States
- Type
- Buyout
CAPTRUST Financial Advisors has onboarded Meritage Portfolio Management, a Kansas City–based wealth and investment management firm with $2.4 billion in client assets. The Meritage team of 17 colleagues (including nine advisors) joined CAPTRUST in a deal that closed in December 2025 and will operate under the CAPTRUST brand; Houlihan Lokey served as Meritage's financial advisor.
-
- Buyer
- CAPTRUST Financial Advisors
- Target
- Suncoast Prosperity Advisors
- Seller
- Suncoast Equity Management
- Industry
- Wealth Management
- Location
- Florida, United States
- Type
- Addon
CAPTRUST Financial Advisors announced that Suncoast Prosperity Advisors, a Tampa-based wealth management practice/division of Suncoast Equity Management, has joined CAPTRUST. Suncoast Prosperity Advisors, led by President Jeff Strouse and supported by eight professionals, manages approximately $830 million in assets and adds CAPTRUST a second Tampa office plus new locations in Sanibel, Florida and Highlands, North Carolina.
-
March 5, 2025
- Buyer
- CAPTRUST Financial Advisors
- Target
- Carolinas Investment Consulting (doing business as Carolinas Wealth Consulting)
- Industry
- Wealth Management
- Location
- North Carolina, United States
- Type
- Buyout
CAPTRUST Financial Advisors has acquired Carolinas Investment Consulting (doing business as Carolinas Wealth Consulting), a Charlotte-based registered investment advisor overseeing about $1.4 billion in client assets and a 20-person team. CIC will adopt the CAPTRUST brand, close its broker/dealer and move accounts to CAPTRUST's broker/dealer (pending regulatory approval); the deal establishes CAPTRUST's second Charlotte location.
-
January 10, 2025
- Buyer
- CAPTRUST Financial Advisors
- Target
- Wealth Covenant Group
- Industry
- Financial Services
- Location
- Texas, United States
- Type
- Addon
CAPTRUST Financial Advisors announced that Wealth Covenant Group (WCG), a Houston-based wealth advisory firm, has joined CAPTRUST and will adopt the CAPTRUST brand. WCG brings three employees and approximately $300 million in client assets, expanding CAPTRUST's presence in the Houston/Texas market.
-
- Buyer
- CAPTRUST Financial Advisors
- Target
- Campbell Wealth Management, TruNorth Wealth Partners
- Industry
- Financial Services
- Location
- United States
- Type
- Buyout
CAPTRUST Financial Advisors has acquired Campbell Wealth Management (Alexandria, Virginia) and TruNorth Wealth Partners (St. Paul, Minnesota), adding a combined $1.97 billion in client assets and expanding its geographic footprint. The deals bring 33 colleagues from Campbell (with $1.4 billion in assets) and 10 colleagues from TruNorth (with $570 million in assets) to CAPTRUST; financial advisors Houlihan Lokey and Advisor Growth Strategies served as advisors to Campbell and TruNorth, respectively.
-
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.
-
November 3, 2023
- Buyer
- CAPTRUST Financial Advisors
- Target
- Normann Financial Group
- Industry
- Wealth Management
- Location
- North Carolina, United States
- Type
- Buyout
CAPTRUST Financial Advisors has acquired Normann Financial Group, a 10-member advisory team that oversees more than $1.3 billion in assets, expanding CAPTRUST’s footprint in North Carolina. The deal adds local wealth-management and retirement-plan advisory capabilities to CAPTRUST’s national RIA platform.
-
October 19, 2022
- Buyer
- CAPTRUST Financial Advisors
- Target
- Patriot Pension Advisors
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Type
- Buyout
CAPTRUST Financial Advisors acquired Massachusetts-based Patriot Pension Advisors, a retirement-plan specialist that oversees roughly $900 million in client assets. MidCap Advisors served as Patriot Pension Advisors' exclusive financial advisor; Patriot's leaders Ted Burke and Michelle Marchionni will continue to run the business as CAPTRUST expands its Northeast footprint.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
8 tracked deals by CAPTRUST Financial Advisors.
Wealth Management Buyers & Acquisitions
7 tracked deals by CAPTRUST Financial Advisors.
Acquisitions in North Carolina
3 tracked deals by CAPTRUST Financial Advisors.
Acquisitions in Massachusetts
2 tracked deals by CAPTRUST Financial Advisors.
Acquisitions in Pennsylvania
2 tracked deals by CAPTRUST Financial Advisors.
Acquisitions in California
1 tracked deal by CAPTRUST Financial Advisors.
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