Bluespring Wealth Partners has capped a milestone year with the completion of nine acquisitions in 2025, bringing more than $6 billion in additional assets under management onto its platform and reinforcing its position as a leading acquirer in the hybrid registered investment advisor space.
Based in Austin, Texas, Bluespring Wealth Partners partners with independent RIAs and hybrid wealth management firms that seek strategic growth while maintaining their autonomy and client-focused cultures. The company said several additional transactions are expected to close in early 2026, extending the momentum generated throughout the year.
The newly acquired firms span multiple regions and strategic use cases, including partnerships with existing Bluespring firms, geographic expansion across the Midwest and Mid Atlantic, and deeper penetration into established regional markets. Among the firms joining the Bluespring platform in 2025 are Charter Capital Management, New Wall Street, Ray Olson, Signature Wealth Management, Halcyon Wealth Advisors, and Reliant Wealth Planning.
In addition to full acquisitions, Bluespring continued to execute on its tuck-in strategy, enabling smaller firms to integrate into existing partner organizations. Fiduciary EDGE Advisors joined fellow woman-led firm Curo Private Wealth, expanding Bluespring’s footprint in the Southeast. SilverStar Wealth Management joined LifeBridge Financial Group, strengthening a multi-team presence focused on serving business owners and professionals.
Earlier in the year, Bluespring also supported the formation of ClariVise Private Wealth, a newly launched firm created by an existing Bluespring-affiliated advisory team that spun out from another organization while maintaining continuity for clients.
The firm also made targeted investments in its internal leadership and operational capabilities to support sustained growth. Bluespring expanded its executive bench with new hires across operations, compliance, business development, and mergers and acquisitions, aimed at enhancing advisor support and strengthening integration across its growing network.
Bluespring operates within the broader Kestra ecosystem, which provides infrastructure, capital, and long-term stability for affiliated firms. Kestra leadership said the continued expansion of Bluespring reflects the strength of pairing advisor-led businesses with institutional scale and resources.
Founded with a focus on partnership and succession planning, Bluespring Wealth Partners provides advisory firms with flexible ownership structures, operational support, and access to institutional capital, while preserving entrepreneurial independence and long-term vision.
KEY QUOTES:
“2025 was a pivotal year for Bluespring as we expanded our footprint and made meaningful investments in leadership and advisor support. Looking ahead to 2026, our focus is on maintaining disciplined growth through selective acquisitions and consistent integrations that strengthen the long term enterprise value of Bluespring and of our partner firms.”
Pradeep Jayaraman, President, Bluespring Wealth Partners
“Bluespring’s strong performance underscores the power of pairing advisor led firms with the resources and stability of the Kestra ecosystem. As we build on this momentum, we will continue our focus on creating a strong platform that powers the financial independence of our partner firms so they can deliver meaningful, long term value to the clients and communities they serve.”
James Poer, Chief Executive Officer, Kestra Holdings
