Operating Company Financial Services

Cary Street Partners

Richmond, Virginia, United States

Founded in 2002, Cary Street Partners is an independent wealth management firm operating across the United States. It works with families to meet their goals through comprehensive planning and investment advice, supporting advisors with technology, performance reporting, infrastructure support, compliance, marketing, and transition services.

Focus Areas
Wealth Management, Registered Investment Advisory (RIA), Financial Advisory

Tracked deals

3

3 tracked deals across 2022-2026.

Recent pace

2

2 tracked deals announced in the last 12 months.

Deal mix

Buyout

3 buyout

Cary Street Partners Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for Cary Street Partners. 1 2022 ~3 est. 2 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Cary Street Partners Acquires Seneca House Advisors
    July 24, 2026
    Buyer
    Cary Street Partners
    Target
    Seneca House Advisors
    Industry
    Wealth Management
    Location
    Virginia, United States
    Type
    Buyout

    Cary Street Partners acquired Seneca House Advisors, a Richmond, Virginia wealth management firm led by Elizabeth King, Matthew Daniel, and Tyler Napier. The deal expands Cary Street Partners’ presence with a dedicated West End Richmond office and brings the firm to 22 locations nationwide, while Seneca House’s team continues serving clients from its current location under the Cary Street Partners name.

  • Cary Street Partners Acquires Pursuit Wealth Management
    March 31, 2026
    Buyer
    Cary Street Partners
    Target
    Pursuit Wealth Management
    Industry
    Financial Services
    Location
    Florida, United States
    Type
    Buyout

    Cary Street Partners has absorbed Pursuit Wealth Management in order to expand its Florida footprint and establish its third office in the state. The Palm Beach Gardens–based advisory team will join Cary Street Partners’ platform, preserving client advisory continuity while adding institutional-quality investment capabilities and access to Cary Street’s specialist network.

  • Cary Street Partners Acquires Dixon, Hubard, Feinour & Brown From Atlantic Union Bank
    June 8, 2022
    Buyer
    Cary Street Partners, Atlantic Union Bankshares Corporation
    Target
    Dixon, Hubard, Feinour & Brown, Inc. (DHFB)
    Seller
    Atlantic Union Bank
    Industry
    Wealth Management
    Location
    Virginia, United States
    Type
    Buyout

    Cary Street Partners agreed to acquire Dixon, Hubard, Feinour & Brown, Inc. (DHFB) from Atlantic Union Bank. The deal will expand Cary Street Partners’ Virginia footprint with additional locations in Roanoke, Charlottesville, and Arlington and position DHFB to operate under the Cary Street Partners brand upon closing.

Related Acquisition Pages

Wealth Management Buyers & Acquisitions 2 tracked deals by Cary Street Partners. Financial Services Buyers & Acquisitions 1 tracked deal by Cary Street Partners. Acquisitions in Virginia 2 tracked deals by Cary Street Partners. Acquisitions in Florida 1 tracked deal by Cary Street Partners.

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