Asset Management

The Bahnsen Group: Pittsburgh Office Launch And Advisor Hire

By Amit Chowdhry ● Apr 6, 2026

The Bahnsen Group, a national wealth management firm managing more than $9.5 billion in assets, has announced the opening of a new office in Pittsburgh, marking its twelfth location across the United States. The expansion includes the hiring of financial advisor Grady Wirth, who will be based in the new office located in Cranberry Township’s Brush Creek Commons plaza.

LPL: Advisor Trey Pope Joins With $160 Million In Client Assets

By Amit Chowdhry ● Apr 6, 2026

LPL Financial announced that Trey Pope, CRPC, ABFP, has joined its broker-dealer and registered investment advisor platform, bringing approximately $160 million in advisory, brokerage, and retirement plan assets. Pope transitions to the firm from Edward Jones.

Savant Wealth Management Partners With Exencial Wealth Advisors To Expand National Footprint

By Amit Chowdhry ● Apr 5, 2026

Savant Wealth Management announced it has partnered with Exencial Wealth Advisors, a national registered investment adviser with approximately $6 billion in assets under management, marking the firm’s largest transaction to date.

Savant Wealth Management Onboards $550 Million Firm Heller Wealth Management

By Amit Chowdhry ● Apr 5, 2026

Savant Wealth Management has announced a partnership with Heller Wealth Management, bringing approximately $550 million in assets under management into the national firm and expanding its footprint in New York.

Integrated Partners Brings In $600 Million Firm Brick By Brick Wealth Advisors

By Amit Chowdhry ● Apr 4, 2026

Integrated Partners announced that Brick by Brick Wealth Advisors has joined its platform, bringing approximately $609 million in assets under management and expanding the firm’s capabilities in the high-net-worth and ultra-high-net-worth segments.

Modern Wealth Management Onboards $1.2 Billion Florida-Based Firm Legacy Wealth

By Amit Chowdhry ● Apr 4, 2026

Modern Wealth Management announced it has entered the Florida market through the acquisition of Legacy Wealth Management, a South Florida-based advisory firm overseeing approximately $1.2 billion in client assets. The transaction marks Modern Wealth’s 20th acquisition since its launch in April 2023 and establishes its first office in the state.

Emigrant Partners: Strategic Investment In Keen Wealth Advisors

By Amit Chowdhry ● Apr 3, 2026

Emigrant Partners announced a strategic minority investment in Keen Wealth Advisors, an independent registered investment advisor based in Overland Park, Kansas, managing $1.3 billion in assets. The investment is designed to support Keen’s continued growth while preserving its independence, leadership structure, and client-first philosophy.

Rothschild Wealth Partners Collaborates With Bussenger Financial Group

By Amit Chowdhry ● Apr 3, 2026

Rothschild Wealth Partners, an independent wealth management firm based in the Chicago area, announced a partnership with Bussenger Financial Group, a Deer Park, Illinois-based advisory firm overseeing more than $170 million in client assets. Rothschild Wealth Partners manages over $8 billion in client assets and brings more than 115 years of history to the partnership.

Socium Advisors: Amplify Wealth Partners Acquisition Expands Retirement And Benefits Capabilities

By Amit Chowdhry ● Apr 2, 2026

Socium Advisors announced it is integrating Amplify Wealth Partners into its platform, marking a strategic expansion of its capabilities across retirement planning, group benefits, and comprehensive wealth management services.

Apella Wealth Expands West Coast Presence With Financial Connections Deal

By Amit Chowdhry ● Apr 2, 2026

Apella Wealth announced that Financial Connections Group has joined the firm, strengthening its presence on the West Coast and bringing total assets under management to approximately $10.5 billion.

Wealth Enhancement Onboards $118 Million Firm Parros Financial Group

By Amit Chowdhry ● Apr 2, 2026

Wealth Enhancement has acquired Parros Financial Group, a hybrid RIA based in Ann Arbor, Michigan, managing over $118 million in client assets. The deal marks Wealth Enhancement’s first location in the Ann Arbor market and brings its total client assets to more than $146.5 billion.