Private Equity Firm Financial Services

Wealth Partners Capital Group

West Palm Beach, Florida, United States

Wealth Partners Capital Group ("WPCG") is a financial services holding company that invests in and partners with a select group of nationally recognized registered investment advisers (RIAs). WPCG supports partner growth by providing capital, organic growth opportunities, and strategic M&A capabilities—identifying and evaluating wealth advisory practices for acquisition and integration. As of March 31, 2026, WPCG has executed 197 M&A transactions on behalf of its partner firms, representing over $115 billion in acquired AUA.

Focus Areas
Wealth Management, Investment Advisory, Registered Investment Advisor (RIA)
Website
wealthpcg.com

Tracked deals

8

8 tracked deals across 2020-2026.

Recent pace

2

2 tracked deals announced in the last 12 months.

Deal mix

Addon

6 addon · 1 buyout · 1 growth capital

Wealth Partners Capital Group Acquisition Volume by Year

Last 5 years

Acquisition volume by year Annual acquisition counts for the last 5 years for Wealth Partners Capital Group. 1 2020 2 2022 1 2024 2 2025 ~3 est. 2 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Waverly Advisors Acquires Smithfield Trust Company
    June 12, 2026
    Buyer
    Waverly Advisors, LLC, Waverly Advisors' parent company, Wealth Partners Capital Group, HGGC (Aspire Holdings platform)
    Target
    Smithfield Trust Company, LLC
    Industry
    Financial Services
    Location
    Pennsylvania, United States
    Type
    Buyout

    Waverly Advisors’ parent company acquired the equity of Smithfield Trust Company, a Pennsylvania-chartered trust company based in Pittsburgh. The acquisition expands Waverly’s trust services and strengthens its ability to provide integrated investment, tax, estate, and financial planning services. The transaction closed on June 12, 2026; deal terms were not disclosed.

  • Waverly Advisors Acquires McBride Financial Advisors
    March 13, 2026
    Buyer
    Waverly Advisors, LLC, Wealth Partners Capital Group, HGGC's Aspire Holdings platform
    Target
    McBride Financial Advisors
    Seller
    Michael McBride
    Industry
    Financial Services
    Location
    Washington, United States
    Type
    Addon

    Waverly Advisors, a Birmingham, Alabama-based registered investment adviser, acquired McBride Financial Advisors, a wealth management firm based in Seahurst, Washington. The acquisition adds McBride’s client base and approximately $181 million in AUM to Waverly and is Waverly’s second Pacific Northwest deal in 2026.

  • True North Advisors Acquires Blue Investment Partners
    June 30, 2025
    Buyer
    True North Advisors, LLC, Wealth Partners Capital Group (WPCG), HGGC (Aspire Holdings)
    Target
    Blue Investment Partners LLC
    Industry
    Financial Services
    Location
    California, United States
    Type
    Addon

    True North Advisors, a Dallas-based registered investment adviser, has acquired Danville, California-based Blue Investment Partners, adding approximately $353 million in AUM and expanding True North’s presence in the San Francisco Bay Area. The deal is True North’s second acquisition since forming a growth partnership with Wealth Partners Capital Group and HGGC’s Aspire Holdings platform and closed June 30, 2025; financial terms were not disclosed.

  • Waverly Advisors Acquires GGM Wealth Advisors
    March 25, 2025
    Buyer
    Waverly Advisors, LLC, Wealth Partners Capital Group, HGGC
    Target
    GGM Wealth Advisors
    Industry
    Wealth Management
    Location
    Maryland, United States
    Type
    Addon

    Waverly Advisors, a PE-backed registered investment adviser, has acquired Baltimore-based GGM Wealth Advisors, adding a team that manages over $400 million in AUM and expanding Waverly’s footprint into Maryland and Virginia. The deal closed March 21, 2025 and is an add-on to Waverly’s platform (backed by Wealth Partners Capital Group and HGGC), increasing the platform’s total AUM to roughly $16.9–17.4 billion.

  • Apella Wealth Acquires Barker Financial Group, Inc.
    December 6, 2024
    Buyer
    Apella Wealth, Wealth Partners Capital Group
    Target
    Barker Financial Group, Inc.
    Industry
    Financial Services
    Location
    Massachusetts, United States
    Type
    Addon

    Apella Wealth, a West Hartford, Connecticut–based registered investment advisor, has acquired Barker Financial Group, Inc., an RIA based in Topsfield, Massachusetts that brings $218 million in AUM. The add-on deal, Apella's nineteenth and its eighth since partnering with Wealth Partners Capital Group, closed on December 6, 2024 and establishes Apella's presence in Topsfield while expanding its regional financial planning and investment management capabilities.

  • Apella Capital Acquires Structured Asset Management
    September 30, 2022
    Buyer
    Apella Capital, LLC, Wealth Partners Capital Group (WPCG)
    Target
    Structured Asset Management
    Industry
    Wealth Management
    Location
    Pennsylvania, United States
    Type
    Addon

    Apella Capital, a Glastonbury, Connecticut-based RIA, has acquired Structured Asset Management, a Berwyn, Pennsylvania–based registered investment advisor, adding approximately $140 million in AUM. The Structured team, led by founder Bill Suplee, will join Apella (with Suplee becoming Senior Financial Advisor); the deal, completed Sept. 30, 2022, was executed jointly with investor Wealth Partners Capital Group.

  • Apella Capital Acquires NR Smith and Associates
    July 13, 2022
    Buyer
    Apella Capital, LLC, Wealth Partners Capital Group
    Target
    NR Smith and Associates
    Industry
    Financial Services
    Location
    Washington, United States
    Type
    Addon

    Glastonbury-based Apella Capital, together with partner Wealth Partners Capital Group, announced that Olympia, Washington-based NR Smith and Associates has joined Apella. NR Smith brings roughly $82 million in AUM and tax/CPA capabilities, expanding Apella’s footprint in the Pacific Northwest.

  • Wealth Partners Capital Group and HGGC Invest in Merit Financial Group
    December 31, 2020
    Buyer
    Wealth Partners Capital Group, LLC, HGGC
    Target
    Merit Financial Group, LLC
    Industry
    Financial Services
    Location
    Georgia, United States
    Type
    Growth capital

    Merit Financial Group, a hybrid RIA based in Alpharetta, Georgia, received a strategic growth investment from Wealth Partners Capital Group (WPCG) and a group of supporting investors led by private equity firm HGGC. The capital and partnership will support Merit's organic growth and accelerate its M&A strategy to expand its national footprint and advisor partnerships; Merit's management entered into long-term employment agreements and the deal closed December 31, 2020.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 6 tracked deals by Wealth Partners Capital Group. Wealth Management Buyers & Acquisitions 2 tracked deals by Wealth Partners Capital Group. Acquisitions in Pennsylvania 2 tracked deals by Wealth Partners Capital Group. Acquisitions in Washington 2 tracked deals by Wealth Partners Capital Group. Acquisitions in California 1 tracked deal by Wealth Partners Capital Group. Acquisitions in Georgia 1 tracked deal by Wealth Partners Capital Group.

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