Asset Management

Cerity Partners Merges With Cordant Wealth Partners

By Amit Chowdhry ● Jul 4, 2026

Cerity Partners announced its merger with Cordant Wealth Partners, an Oregon-based registered investment adviser specializing in financial planning and investment management. Financial terms of the transaction were not disclosed.

Coastal Bridge Advisors, Waddell & Associates, And One Charles Private Wealth Combine Firms

By Amit Chowdhry ● Jul 2, 2026

Coastal Bridge Advisors, Waddell & Associates, and One Charles Private Wealth announced the completion of their strategic merger. The combined firm has more than $10 billion in assets under management as of June 30, 2026. Financial terms of the transaction were not disclosed.

Savant Wealth Management Adds $240.4 Million Firm Richard Brothers Financial Advisors

By Amit Chowdhry ● Jul 2, 2026

Savant Wealth Management announced a partnership with Richard Brothers Financial Advisors. The partnership closed on June 30, 2026. Financial terms of the transaction were not disclosed. Richard Brothers Financial Advisors is a registered investment adviser based in South Portland, Maine. The firm has approximately $240.4 million in assets under management.

Wealth Enhancement To Acquire $760+ Million Firm Shufro-Glass Group

By Amit Chowdhry ● Jul 1, 2026

Wealth Enhancement announced that it will acquire the Shufro-Glass Group of Shufro Rose, a New York-based advisory team with over $760 million in client assets.

EP Wealth Advisors Acquires $900 Million Firm Opes Wealth Management

By Amit Chowdhry ● Jun 30, 2026

EP Wealth Advisors announced a partnership with Opes Wealth Management, a Menlo Park, California-based wealth management firm. The partnership adds over $900 million in assets under management and expands EP Wealth’s presence in Northern California. Financial and legal terms of the transaction were not disclosed.

Carson Group Acquires Ted Swenson’s Colorado Wealth Advisory Practice

By Amit Chowdhry ● Jun 30, 2026

Carson Group announced the acquisition of the practice led by Ted Swenson, CFP, managing partner and wealth advisor based in Arvada, Colorado. Swenson serves approximately $270 million in advisory and brokerage assets. The move transitions Swenson’s practice into an integrated Carson Wealth office.

Matt LaPorta Joins Dynasty Financial Partners As Executive-In-Residence

By Amit Chowdhry ● Jun 30, 2026

Dynasty Financial Partners announced that former Major League Baseball player Matthew LaPorta has joined the firm as its newest Executive-in-Residence.

Balefire Wealth Names David Serposs Senior Corporate Solutions Advisor

By Amit Chowdhry ● Jun 30, 2026

Balefire Wealth announced that David Serposs, AIF, has joined the firm as Senior Corporate Solutions Advisor.

Caprock Names Jennifer A. Ayer Managing Director Of Purpose-Driven Wealth

By Amit Chowdhry ● Jun 30, 2026

Caprock announced it has named Jennifer A. Ayer as Managing Director of Purpose-Driven Wealth, a newly created role focused on helping families align their capital with their values, priorities, and legacy.

Willow Wealth Names Larry Greenberg As President

By Amit Chowdhry ● Jun 30, 2026

Willow Wealth announced that Larry Greenberg has been named President, reporting to Chief Executive Officer Mitchell Caplan.