Asset Management

Wealth Enhancement Brings In $1.2 Billion Advisor Team To Expand Into Kansas

By Amit Chowdhry ● Today at 5:11 PM

Wealth Enhancement announced it has acquired an advisor team from TFB Advisors that manages more than $1.2 billion in client assets, marking the firm’s first office location in Kansas and expanding its national footprint.

Cresset: MeMe McNairy-Glenn Promoted To Managing Director, National Strategic Growth

By Amit Chowdhry ● Today at 3:27 PM

Cresset announced that it has promoted MeMe McNairy-Glenn to Managing Director, National Strategic Growth, a role in which she will help guide the firm’s next phase of national expansion by welcoming families of wealth and high-caliber advisory teams to the platform.

Infinitas Capital Launches New Swedish Investment Platform

By Amit Chowdhry ● Today at 12:53 PM

Infinitas Capital, the Swiss single-family office led by Robin Lauber, announced the launch of a new Swedish investment platform with plans to pursue a listing on Nasdaq Stockholm in 2026. The initiative is designed to give public market investors access to private market opportunities that are typically limited to investors with specialized networks or significant capital resources.

OneVest Partners With RIA Firm Merit Financial Advisors To Support Expansion Strategy

By Amit Chowdhry ● Yesterday at 10:47 PM

OneVest announced a strategic partnership with Merit Financial Advisors aimed at supporting the wealth management firm’s rapid national expansion and technology modernization. The collaboration is designed to help Merit scale operations while maintaining its advisor-centric approach as the firm continues an active acquisition strategy.

Mercer: Women & Wealth Practice Launched To Support Female Investors

By Amit Chowdhry ● Mar 4, 2026

Mercer Global Advisors has launched a national Women & Wealth practice, establishing a dedicated group focused on advancing women through holistic financial planning, wealth building, and community engagement.

Osaic: $464 Million Firm Gardner Wallace Financial Solutions Joins

By Amit Chowdhry ● Mar 4, 2026

Osaic announced that Gardner Wallace Financial Solutions, a Texas-based wealth management firm overseeing approximately $464 million in client assets, has joined its platform through Advisory Resource Group, an office of supervisory jurisdiction. The Addison, Texas-based firm previously operated with Kestra and is affiliating with the platform to accelerate growth, expand its advisor team and strengthen long-term succession planning.

First Manhattan: $300 Million Firm Beddow Capital Management Joins

By Amit Chowdhry ● Mar 4, 2026

First Manhattan, an independently owned investment advisory firm with more than $36 billion in assets under management, announced that Beddow Capital Management has joined the firm, bringing more than $300 million in client assets and nearly four decades of investment experience.

First Manhattan: $300 Million RIA Beddow Capital Management Joins Firm

By Amit Chowdhry ● Mar 3, 2026

First Manhattan, a New York-based registered investment advisor with more than $36 billion in assets under management, announced that Beddow Capital Management, an RIA based in Jackson, Wyoming, has joined the firm.

MCF Advisors: Acquisition Of $617 Million Firm Wealth Planning Expands Cincinnati Presence

By Amit Chowdhry ● Mar 3, 2026

MCF Advisors, a Kentucky-based registered investment adviser serving families, business owners and retirement plan sponsors, has acquired Cincinnati-based wealth management firm Wealth Planning Corporation, which oversees approximately $617 million in assets under management.

Accelerated Wealth Partners: $200 Million Commitment From RIA Investor J.C. Flowers

By Amit Chowdhry ● Mar 3, 2026

Accelerated Wealth Partners (AWP), a New York-based strategic investment and operating platform focused on the registered investment advisor industry, announced that private investment firm J.C. Flowers & Co. has committed up to $200 million to support the launch and growth of the platform.

RFG Advisory: $200 Million Georgia-Based RIA Black Oak Asset Management Joins Platform

By Amit Chowdhry ● Mar 3, 2026

RFG Advisory announced that Black Oak Asset Management, an independent advisory firm based in Alpharetta, Georgia, with more than $200 million in client assets, has joined its platform. RFG, a Birmingham, Alabama-based hybrid RIA platform with about $6.1 billion in assets under management, said the affiliation supports its strategy of partnering with independent advisory firms seeking operational scale while maintaining independence.

Robinhood: Advisor Network Referral Platform Connects App Investors With RIAs

By Amit Chowdhry ● Mar 3, 2026

Robinhood is piloting a new referral platform designed to connect its retail investors with independent registered investment advisors, marking the company’s entry into the increasingly competitive RIA referral market. The initiative, known as the Robinhood Advisor Network, builds on the firm’s acquisition of custody provider TradePMR and aims to link advisors with the platform’s younger investor base.

Wealth Enhancement Acquires The H Group And FocusPoint Solutions

By Amit Chowdhry ● Mar 3, 2026

Wealth Enhancement, a national independent wealth management firm, announced the acquisition of The H Group and its affiliated practice FocusPoint Solutions, businesses that collectively oversee more than $6.7 billion in client assets.

Aspen Standard Wealth: $1 Billion Firm BlueSky Marks Seventh RIA Deal Since 2024 Launch

By Amit Chowdhry ● Mar 3, 2026

Aspen Standard Wealth, a holding company and long-term partner for independent registered investment advisers, announced that it has acquired BlueSky Wealth Advisors, a New Bern, North Carolina-based RIA with $1 billion in assets under management. The transaction represents Aspen’s seventh RIA partnership since launching in late 2024.

LPL Financial: Memphis Advisor Robert Woodend With $150 Million In Assets Joins

By Amit Chowdhry ● Mar 3, 2026

LPL Financial Holdings announced that financial advisor Robert Woodend, CRPC, has joined LPL Financial’s broker-dealer and will leverage the Private Advisor Group Registered Investment Advisor platform as part of his transition to Memphis Planning and Wealth, an established practice aligned with both firms.

Kestra Private Wealth Services Onboards $250 Million Advisor Eric Longstreth

By Amit Chowdhry ● Mar 3, 2026

Kestra Private Wealth Services, a registered investment adviser subsidiary of Kestra Financial, announced that Eric Longstreth has joined its community of independent financial professionals in partnership with Kindred Wealth Partners, a Pennsylvania-based wealth management firm affiliated with the RIA. Longstreth, a veteran advisor with more than 20 years of industry experience, previously managed over $250 million in client assets. He brings expertise in traditional financial planning, tax planning, and estate planning, and is known for a comprehensive approach centered on managing each element of a client’s financial life holistically to support long-term outcomes.

Addepar: Wealth Management Technology Platform Launches Addison AI For Natural Language Portfolio Analysis

By Amit Chowdhry ● Mar 3, 2026

Addepar has launched Addison, a native AI experience embedded in its investment platform, enabling advisory firms to analyze portfolio data through conversational, natural-language queries. The rollout marks a significant step in the company’s broader strategy to deploy native AI and intelligent agents across the investment lifecycle.

Savant Wealth Management: $3.9 Billion Heritage Financial Deal Marks Largest Partnership To Date

By Amit Chowdhry ● Mar 3, 2026

Savant Wealth Management, a fee-only registered investment adviser, has partnered with Heritage Financial Services, a Massachusetts-based wealth management firm overseeing $3.9 billion in assets under management, in the largest deal in Savant’s history. Heritage, founded in 1995 and headquartered in Westwood, Massachusetts, operates additional offices in Woburn and Rockland.

Alvarez & Marsal Establishes A&M Private Wealth Partners To Serve Ultra-High-Net-Worth Clients

By Amit Chowdhry ● Mar 3, 2026

Alvarez & Marsal announced the launch of A&M Private Wealth Partners, a registered investment advisor established as an independent affiliate of the global professional services firm. The new entity is designed to provide comprehensive family office services to entrepreneurs, multi-generational families and financial sponsor principals, aligning with the firm’s legacy as trusted advisors focused on value preservation and creation for complex businesses.

Fidelity Expands Alternative Investment Resources For Wealth Management Firms With New Model Portfolios And Education Program

By Amit Chowdhry ● Mar 3, 2026

Fidelity Investments announced the launch of two new suites of turnkey model portfolios focused on private markets, along with an expanded set of educational resources designed to support wealth management firms incorporating alternative investments into client portfolios.

Cerity Partners Expands Into Chicago And Southern California With Dual Mergers

By Amit Chowdhry ● Mar 3, 2026

Cerity Partners announced two mergers that expand its national footprint, adding teams in the Chicago area and Southern California as part of its continued growth in the independent wealth management space.

Magellan: $1.1 Billion Merger With Barrenjoey Capital Partners To Form Diversified Financial Services Group

By Amit Chowdhry ● Mar 3, 2026

Barrenjoey Capital Partners announced its intention to merge with ASX-listed Magellan Financial Group to create a diversified financial services company operating across public and private markets. The combined entity will provide corporate finance, fixed income, equities, research, and investment management support to clients.

Merchant Partners With IFC Advisors To Advance Purpose-Driven Wealth Management

By Amit Chowdhry ● Mar 3, 2026

Merchant, a global operating company providing growth capital and strategic resources to leading independent financial services firms, announced a partnership with IFC Advisors, a Los Angeles-based SEC-registered investment adviser managing approximately $2.5 billion in assets.

EP Wealth Onboards $300 Million Firm Thompson Wealth Management Deal

By Amit Chowdhry ● Mar 3, 2026

EP Wealth Advisors, a fee-only registered investment advisor, announced a partnership with Thompson Wealth Management that adds over $300 million in assets under management and deepens EP Wealth’s presence in Arizona.

Orion Announces Unified Managed Household Roadmap To Advance Household-Level Personalization

By Amit Chowdhry ● Mar 2, 2026

At its annual Ascent conference, Orion unveiled plans to significantly advance its Unified Managed Household strategy, expanding advisors’ ability to manage client assets across entire households within a single, coordinated framework. The enhanced Unified Managed Household service, set to launch in 2026, is designed to help advisors scale their practices more efficiently while delivering personalized, household-level guidance.

Choreo Buys Assets Of $110 Million Firm Insight Wealth Strategies

By Amit Chowdhry ● Mar 2, 2026

Choreo announced it has acquired the assets of Insight Wealth Strategies, an Irvine, Calif.-based registered investment adviser with approximately $110 million in assets under management. The transaction strengthens Choreo’s presence on the West Coast and adds deep CPA-driven planning expertise focused on entrepreneurs and business builders.

Wealthspire Launches Enhanced Family Office Platform

By Amit Chowdhry ● Mar 2, 2026

Wealthspire, an independent wealth management, retirement advisory, and business management firm with nearly $600 billion in assets under management or advisement, today announced the launch of Wealthspire Family Office. The move marks the next phase in the firm’s strategic evolution following its capital restructuring and integration initiatives last fall.

CAPTRUST Expands With $830 Million Firm Suncoast Prosperity Advisors

By Amit Chowdhry ● Feb 28, 2026

CAPTRUST Financial Advisors announced that Suncoast Prosperity Advisors, a wealth management practice and division of Suncoast Equity Management based in Tampa, Florida, has joined CAPTRUST.

Hamachi.ai: Integration With Orion’s Redtail To Deliver Context-Aware AI For Advisors

By Amit Chowdhry ● Feb 28, 2026

Hamachi.ai, a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, has announced a new integration with Orion’s Redtail Technology designed to bring compliant, context-aware artificial intelligence directly into advisors’ existing CRM workflows.

Edward Jones: New Relationship With Moment And Overlay Management Services Completion

By Amit Chowdhry ● Feb 28, 2026

Edward Jones has announced a new technology relationship with fixed income trading and portfolio management platform Moment and the completion of its acquisition of Natixis Investment Managers’ Overlay Management Services capabilities. The firm said the moves are designed to enhance its ability to deliver personalized, efficient, and holistic portfolio solutions at scale.