Tracked deals
12
12 tracked deals across 2021-2026.
Operating Company
Financial Services
Wealthspire Advisors
New York, New York, United States
Wealthspire is a wealth management, retirement advisory, and business management platform serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. Wealthspire Advisors LLC is an independent registered investment adviser providing wealth management and retirement advisory services as part of the Wealthspire/NFP structure.
- Focus Areas
- Wealth management, Retirement plan advisory, Registered investment advisory (RIA)
- Website
- www.wealthspire.com
Recent pace
7
7 tracked deals announced in the last 12 months.
Deal mix
Buyout
10 buyout · 2 addon
Wealthspire Advisors Acquisition Volume by Year
Last 6 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
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- Buyer
- Wealthspire, Ground Control Business Management
- Target
- RSL and Company
- Seller
- Ron Litvak (founder and owner/CEO of RSL)
- Industry
- Professional Services
- Location
- California, United States
- Type
- Addon
Wealthspire announced that its Ground Control Business Management unit acquired RSL and Company, a Los Angeles-based boutique business management firm. The acquisition is intended to deepen Ground Control’s technical tax expertise and broaden the range of complex client situations it can support, while maintaining RSL’s team and Los Angeles operations under Ron Litvak’s leadership.
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May 7, 2026
- Buyer
- Wealthspire
- Target
- Fi3 Advisors
- Industry
- Wealth Management
- Location
- United States
- Type
- Buyout
Wealthspire has entered into an agreement to acquire Fi3 Advisors, an Indianapolis-based boutique advisory firm with approximately $1.2 billion in assets under management. The deal expands Wealthspire’s Indianapolis presence and adds Fi3’s team and family-office oriented client experience to Wealthspire’s platform, following the launch of Wealthspire Family Office earlier this year.
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- Buyer
- Fiducient Advisors (Wealthspire), Wealthspire
- Target
- Sellwood Investment Partners
- Industry
- Wealth Management
- Location
- Oregon, United States
- Type
- Buyout
Fiducient Advisors, a part of Wealthspire, has entered into an agreement to acquire Sellwood Investment Partners, a Portland, Oregon-based investment advisory firm with $11 billion in total assets. The deal is intended to strengthen Wealthspire’s institutional and private client advisory capabilities, especially in the Pacific Northwest, while Sellwood’s team and Portland operations continue serving clients.
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April 9, 2026
- Buyer
- Fiducient Advisors
- Target
- Axia Advisory
- Industry
- Financial Services
- Location
- Indiana, United States
- Type
- Buyout
Fiducient Advisors, a division of Wealthspire, has completed its acquisition of Axia Advisory, an Indianapolis-based retirement plan consulting and investment advisory firm with about $1.9 billion in assets under management or advisement (as of end of 2025). Axia will continue operating from its Indianapolis office while gaining access to Wealthspire’s institutional resources, research capabilities, and integrated wealth solutions.
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February 18, 2026
- Buyer
- Ground Control Business Management (Wealthspire)
- Target
- Wiles + Taylor & Co.
- Industry
- Professional Services
- Location
- Tennessee, United States
- Type
- Addon
Wealthspire’s Ground Control Business Management has acquired Nashville-based Wiles + Taylor & Co., a music-focused business management and tax consulting firm. The deal expands Ground Control’s U.S. footprint beyond California, adds specialized touring and royalty administration capabilities, and brings roughly 65 employees into the platform while Wiles + Taylor continues operating in Nashville.
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January 6, 2026
- Buyer
- Wealthspire (Ground Control Business Management)
- Target
- Ceres Financial Management, LLC
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Wealthspire’s Ground Control Business Management has acquired Los Angeles-based Ceres Financial Management, LLC. The acquisition will fold Ceres into Ground Control’s operations and expand the firm’s business-management and wealth services footprint in Southern California for high-net-worth clients, with Ceres founder Craig Shenkler joining as a managing director.
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November 10, 2025
- Buyer
- Wealthspire
- Target
- RoundAngle Advisors
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Buyout
Wealthspire agreed to acquire RoundAngle Advisors, a registered investment advisory firm based in Red Bank, New Jersey. The deal is intended to expand Wealthspire’s national platform and provide RoundAngle clients with enhanced resources in areas such as investment research, tax strategy, and estate planning while RoundAngle’s leadership team continues to run the practice and maintain direct client relationships.
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September 16, 2024
- Buyer
- Wealthspire Holdings LLC, Wealthspire Advisors LLC, NFP (an Aon company)
- Target
- Judith Heft & Associates
- Industry
- Financial Services
- Location
- Connecticut, United States
- Type
- Buyout
Wealthspire Holdings LLC, parent of Wealthspire Advisors and an NFP company, has acquired Judith Heft & Associates, a women-owned firm providing high-touch lifestyle and bill-pay services to affluent clients. The acquisition expands Wealthspire's holistic wealth and family office offering by adding dedicated lifestyle and bill-pay capabilities to better serve high-net-worth families.
-
May 18, 2024
- Buyer
- Wealthspire Advisors
- Target
- Walden Wealth Partners
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Buyout
Wealthspire Advisors, an independent registered investment advisor, has entered an agreement to acquire Walden Wealth Partners, a registered investment advisor firm in the Cleveland metro area (Beachwood, Ohio). The deal adds roughly $420 million in assets under management and expands Wealthspire’s presence in the Midwest by adding a location in the Cleveland metro area.
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March 23, 2023
- Buyer
- Wealthspire Advisors LLC, NFP Corp
- Target
- Heron Financial Group, LLC dba Heron Wealth
- Industry
- Financial Services
- Location
- New York, United States
- Type
- Buyout
Wealthspire Advisors LLC, an NFP company, signed an agreement to acquire Heron Financial Group, LLC (dba Heron Wealth), a New York City-based wealth advisory firm managing approximately $300 million in client assets. The acquisition expands Wealthspire's presence in the Northeast and adds Heron's team and capabilities in financial planning, investment advice, and estate planning; the deal was expected to close in early Q2 2023 subject to customary approvals.
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November 29, 2022
- Buyer
- Wealthspire Advisors LLC (an NFP company)
- Target
- Sage Financial Advisors, Inc.
- Industry
- Wealth Management
- Location
- Nevada, United States
- Type
- Buyout
Wealthspire Advisors LLC (an NFP company) signed an agreement to acquire Sage Financial Advisors, Inc., a Nevada-based registered investment advisor that manages approximately $194 million in assets and maintains an office in Reno. The deal expands Wealthspire’s presence in the western U.S.; the transaction is expected to close in Q4 2022, subject to customary approvals.
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November 22, 2021
- Buyer
- Wealthspire Advisors
- Target
- Private Ocean, LLC
- Industry
- Financial Services
- Location
- California, United States
- Type
- Buyout
Wealthspire Advisors, an NFP company and independent registered investment adviser, signed a definitive agreement to acquire Private Ocean, LLC, a fiduciary wealth management firm with $2.7 billion in assets under management based in San Rafael, California (with offices in San Francisco and Seattle). The deal, which is expected to close in Q4 2021, expands Wealthspire's West Coast presence and contributes to its growing national RIA platform.
Related Acquisition Pages
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Wealth Management Buyers & Acquisitions
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Professional Services Buyers & Acquisitions
2 tracked deals by Wealthspire Advisors.
Acquisitions in California
3 tracked deals by Wealthspire Advisors.
Acquisitions in Connecticut
1 tracked deal by Wealthspire Advisors.
Acquisitions in Indiana
1 tracked deal by Wealthspire Advisors.
Acquisitions in Nevada
1 tracked deal by Wealthspire Advisors.
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