Operating Company Financial Services

NorthRock Partners

Minneapolis, Minnesota, United States

At NorthRock Partners, the proprietary Personal Office® experience delivers integrated wealth management by bringing together investments, financial planning, tax strategy, risk management, and lifestyle support under one trusted team.

Focus Areas
Wealth management, Financial advisory, Private wealth planning

Tracked deals

3

3 tracked deals across 2026.

Recent pace

3

3 tracked deals announced in the last 12 months.

Deal mix

Addon

3 addon

NorthRock Partners Acquisition Volume by Year

Last 1 years

Acquisition volume by year Annual acquisition counts for the last 1 years for NorthRock Partners. ~4 est. 3 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • NorthRock Partners joins with Triumph Wealth Management (adds Triumph team)
    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.

  • NorthRock Partners Adds Vantage Financial Partners
    April 1, 2026
    Buyer
    NorthRock Partners
    Target
    Vantage Financial Partners
    Industry
    Financial Services
    Location
    United States
    Type
    Addon

    NorthRock Partners has acquired Vantage Financial Partners, adding approximately $950 million in assets under management and 19 team members (including seven advisors). The deal expands NorthRock’s Personal Office model across new Midwest locations, strengthening its bench of advisors providing coordinated, long-term financial advice.

  • NorthRock Partners Onboards Martin & Associates ($500M AUM)
    January 29, 2026
    Buyer
    NorthRock Partners
    Target
    Martin & Associates
    Industry
    Wealth Management
    Location
    Illinois, United States
    Type
    Addon

    NorthRock Partners announced it has onboarded Illinois-based advisory firm Martin & Associates, a five-person team bringing approximately $500 million in assets under management, pushing NorthRock's AUM past $11 billion. The team, previously affiliated with Ameriprise Financial, will transition client relationships onto NorthRock’s Personal Office platform to deepen the firm’s presence in Illinois and expand its wealth management capabilities.

Related Acquisition Pages

Wealth Management Buyers & Acquisitions 2 tracked deals by NorthRock Partners. Financial Services Buyers & Acquisitions 1 tracked deal by NorthRock Partners. Acquisitions in Illinois 1 tracked deal by NorthRock Partners. Acquisitions in Wisconsin 1 tracked deal by NorthRock Partners.

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