Asset Management

Bluespring Wealth Partners Onboards $2.3 Billion Firm SHP Financial

By Amit Chowdhry ● Feb 10, 2026

Bluespring Wealth Partners, an acquirer of RIAs and wealth management firms, has acquired SHP Financial, a Plymouth, Massachusetts-based financial planning firm overseeing approximately $2.3 billion in total assets. The transaction expands Bluespring’s presence in New England and adds a firm focused on serving mass affluent and high-net-worth clients with comprehensive planning.

Schroders Partners With Apollo To Build Hybrid Wealth And Retirement Investment Solutions

By Amit Chowdhry ● Feb 10, 2026

Schroders and Apollo announced they have formed a strategic partnership to develop next-generation wealth and retirement investment solutions intended to enhance client choice and outcomes, with the aim of generating multi-billion-dollar annual flows from new and existing clients.

Apollo Tops Profit Expectations As Assets Near $1 Trillion

By Amit Chowdhry ● Feb 10, 2026

Apollo Global Management posted a stronger-than-expected quarter, with earnings topping Wall Street forecasts as the firm’s credit and origination machine delivered record activity and fresh capital continued to flow into its platforms. The performance pushed Apollo’s assets under management to $938 billion, leaving the firm within reach of the $1 trillion milestone management has been targeting.

NatWest To Buy Wealth Manager Evelyn Partners In £2.7 Billion Deal

By Amit Chowdhry ● Feb 9, 2026

NatWest Group has agreed to acquire UK wealth manager Evelyn Partners from owners Permira and minority investor Warburg Pincus for a £2.7 billion enterprise value, with the companies expecting to close the transaction in summer 2026, subject to customary regulatory approvals.

&Partners Adds Four Lights Advisors To Partnership Network

By Amit Chowdhry ● Feb 9, 2026

&Partners has added Four Lights Advisors to its growing partnership network, bringing a South Carolina-based wealth management practice. Four Lights Advisors is based in Leesville, South Carolina, and is led by founders and wealth advisors Heyward Barnes (APMA, CPA) and Trey Bruner (AAMS, APMA, CMFA). Kristie Swygert joins the team as a client service associate, rounding out the practice’s client-facing and operational support as it expands its reach through &Partners.

EP Wealth Advisors Partners With $390+ Million New Mexico-Based Firm LongView Asset Management

By Amit Chowdhry ● Feb 9, 2026

EP Wealth Advisors has partnered with LongView Asset Management, extending its Southwest footprint by adding a Santa Fe, New Mexico-based registered investment adviser with more than $390 million in assets under management. The move deepens EP Wealth’s presence in the state and gives LongView’s clients access to a broader menu of planning resources, including tax, estate, and legacy planning support.

&Partners: La Belle Vue Wealth Management Joins National Wealth Management Network

By Amit Chowdhry ● Feb 9, 2026

&Partners announced La Belle Vue Wealth Management, a registered wealth advisory practice based in Oconomowoc, Wisconsin, has joined its wealth management network, expanding the platform’s advisor footprint in the Midwest and adding a planning-first firm serving clients in Wisconsin and nationwide.

Independent Advisor Alliance Announces Internal Promotions

By Amit Chowdhry ● Feb 9, 2026

Independent Advisor Alliance (IAA), a hybrid registered investment adviser focused on helping financial advisors operate as independent business owners, has promoted Jamie Summerlin to Chief Experience Officer and Devin Stamp to Custodian and Platform Manager.

Steward Partners Adds $630 Million Macon Team to Expand In Georgia

By Amit Chowdhry ● Feb 9, 2026

Steward Partners is expanding its presence in Georgia with the addition of a three-partner advisory team in Macon that oversees approximately $630 million in client assets. The move strengthens the firm’s footprint in Central Georgia and continues its strategy of recruiting established wealth management teams seeking independence, equity ownership, and a client-first operating model supported by a national platform.

Ashton Thomas Private Wealth Adds Collin Rigler As Managing Director, Partner, And Private Wealth Advisor

By Amit Chowdhry ● Feb 9, 2026

Ashton Thomas Private Wealth, a wealth management firm backed by Arax Investment Partners, announced Collin Rigler has joined the firm as managing director, partner, and private wealth advisor, alongside Eric Montijo as director and private wealth advisor, as the company continues expanding its advisor roster across the Southwest and West Coast.

Cetera Brings In $75 Million Firm Fortress Financial

By Amit Chowdhry ● Feb 9, 2026

Cetera has recruited longtime independent financial advisor Neil Henning, who is moving to the firm after more than 23 years affiliated with Commonwealth Financial Network. Based in New Jersey and North Carolina, Henning and his Fortress Financial wealth management team oversee approximately $75 million in assets under administration and are joining Cetera’s Summit Financial Networks community.

Merit Financial Onboards $217 Million Michigan-Based Firm TL Financial

By Amit Chowdhry ● Feb 9, 2026

Merit Financial Advisors, a Georgia-based financial advisory firm focused on financial planning and wealth management for high-net-worth individuals and families, has acquired TL Financial Group in a move that establishes Merit’s first office in Michigan. The deal expands Merit’s footprint into the Detroit metropolitan area and adds approximately $217 million in total assets.

Evermay Wealth Management Merges With Novotny, Larash, Venters & Wolf

By Amit Chowdhry ● Feb 8, 2026

Evermay Wealth Management, a fee-only fiduciary registered investment advisor based in Arlington, Virginia, has merged with Novotny, Larash, Venters & Wolf (NLVW), a tax preparation and business advisory firm headquartered in Annapolis, Maryland.

Arax Investment Partners Acquires $1.5 Billion Firm GFP Private Wealth

By Amit Chowdhry ● Feb 7, 2026

Arax Investment Partners announced it has acquired GFP Private Wealth, a Cleveland, Ohio-based registered investment adviser with $1.5 billion in assets under management, as Arax looks to expand its presence in the Midwest and add another established advisory practice to its platform.

Beacon Pointe Advisors Adds Three Advisory Teams And Lifts AUA To About $62 Billion

By Amit Chowdhry ● Feb 7, 2026

Beacon Pointe Advisors announced it has added three advisory teams through recent RIA acquisitions, bringing total firm assets under advisement to roughly $62 billion as it continues expanding across multiple markets. The acquisitions include Financial Planning Solutions in Newton, Massachusetts, Voyager Wealth Management in Lake Geneva, Wisconsin, and InvestmentHunter Wealth Services in the Fort Worth, Texas area, with Beacon Pointe positioning the additions as supportive of its allWEALTH framework for comprehensive wealth management.

Clearstead Advisors Acquires $5.1 Billion Firm Clarius Group To Expand Ultra-High-Net-Worth Family Office Capabilities

By Amit Chowdhry ● Feb 7, 2026

Clearstead Advisors announced it has acquired The Clarius Group, a Seattle-based multi-family office RIA serving ultra-high-net-worth individuals and families, in a deal the firm positioned as a step in its long-term strategy to broaden its family office offering while strengthening its presence in the Pacific Northwest. Clarius oversees about $5.1 billion in assets under management, and the transaction closed on January 31, 2026.

First Horizon Wealth Management: Eric Teal Named As As CIO

By Amit Chowdhry ● Feb 7, 2026

First Horizon Bank announced Eric Teal has joined First Horizon Wealth Management as senior vice president and chief investment officer. In the role, Teal will lead the investment team responsible for setting investment strategy, overseeing portfolio construction, and sharing market insights with wealth management clients.

Raymond James Launches ESOP Advisory Investment Banking Practice

By Amit Chowdhry ● Feb 7, 2026

Raymond James has established an ESOP Advisory investment banking practice and hired Mark Buchanan to build and lead it, expanding the firm’s Investment Banking division and adding dedicated capability for employee stock ownership plan transactions.

Lazard Asset Management: Gordon McKemie Named As Managing Director And Head Of Leveraged Loans And High Yield

By Amit Chowdhry ● Feb 7, 2026

Lazard Asset Management has named Gordon McKemie managing director and head of leveraged loans and high yield, adding a senior hire as the firm builds out its credit franchise.

Summit Wealth Merges With $470 Million Firm Premier Private Wealth To Expand Tennessee Footprint

By Amit Chowdhry ● Feb 7, 2026

Summit Wealth Group, an independent registered investment advisory firm, has merged with Premier Private Wealth, a Nashville-based wealth manager with $470 million in assets under management. The transaction lifts Summit’s total assets under management to approximately $3 billion and expands the firm’s presence in Tennessee.

Sanctuary Wealth: Marissa Fox-Foley Named As Chief Marketing Officer

By Amit Chowdhry ● Feb 6, 2026

Sanctuary Wealth has appointed marketing executive Marissa Fox-Foley as chief marketing officer, tasking her with leading the firm’s enterprise marketing strategy as it looks to strengthen its brand and expand marketing support for its Partner Firms.

Carson Group Acquires Carson Wealth Milton And Integrates Atlanta Office To Expand Georgia Footprint

By Amit Chowdhry ● Feb 6, 2026

Carson Group announced it has fully acquired its Carson Wealth location in Milton, Georgia, building on what it described as a long-standing partnership with Managing Partner and Wealth Advisor G.C. Lewis. The Omaha, Nebraska-based wealth advisory firm said it manages more than $55 billion in assets under management and that the Milton team reported about $218 million in advisory and brokerage assets.

EP Wealth Expands In New Mexico With $390 Million Firm LongView

By Amit Chowdhry ● Feb 6, 2026

EP Wealth Advisors, a fee-only registered investment advisor, has partnered with LongView Asset Management, extending EP Wealth’s Southwest footprint with an expanded presence in Santa Fe, New Mexico. The addition brings more than $390 million in assets under management to EP Wealth, which said the move strengthens its ability to serve families across the state.

FMG: Wealth Management Marketing Platform Acquires Testimonial iQ

By Amit Chowdhry ● Feb 6, 2026

FMG, an all-in-one marketing platform for wealth management enterprises, financial advisors, and insurance professionals, said it has acquired Testimonial iQ, an online reputation management platform built for the wealth management industry.

Alphathena: Direct Indexing Platform Partners With Evergreen Wealth

By Amit Chowdhry ● Feb 6, 2026

Alphathena, an AI-enhanced direct indexing platform for wealth management firms and advisors, has struck a strategic partnership with Evergreen Wealth, an AI-powered registered investment advisor founded by fintech entrepreneur Bill Harris.

Edward Jones: Venture Arm Invests In AI Tools For Estate Settlement, Long-Term Care, Equity Grants, And Business Owners

By Amit Chowdhry ● Feb 6, 2026

Edward Jones Ventures announced it is entering its second year with new investments in technology platforms aimed at helping families and financial advisors navigate complex financial milestones, including estate settlements, long-term care planning, equity compensation, and business ownership. The firm framed the push as a response to more complicated client needs amid what it cited as a $124 trillion wealth transfer now underway.

Dynasty Financial Partners: Wealth Management Platform Closes Minority Capital Raise

By Amit Chowdhry ● Feb 6, 2026

Dynasty Financial Partners announced it has closed a minority capital raise, backed by a broad group of stakeholders, including employees, clients, and resource partners, as well as several long-standing investors and members of its board. The investor group includes The Charles Schwab Corporation, BlackRock, J.P. Morgan Asset Management, Abry Partners, Glick Family Office, and Dynasty Chairman Harvey Golub, as well as various clients. Fortress Investment Group participated as a new investor. Dynasty said the transaction represents its sixth capital raise since the firm’s founding in 2010.

Brookfield To Buy Peakstone Realty Trust In $1.2 Billion Deal

By Amit Chowdhry ● Feb 5, 2026

Brookfield Asset Management and Peakstone Realty Trust announced they have entered into a definitive agreement under which a Brookfield private real estate fund will acquire all outstanding shares of Peakstone for $21.00 per share in cash, valuing the transaction at an implied enterprise value of approximately $1.2 billion.

CW Advisors: Acquisition Of $849 Million Firm Rovin Capital

By Amit Chowdhry ● Feb 5, 2026

CW Advisors has acquired Rovin Capital in a deal aimed at expanding the firm’s presence in the western U.S. and supporting a broader regional growth strategy. Boston-based CW Advisors, a registered investment advisor and subsidiary of Osaic Holdings, said the transaction adds a fee-only RIA with offices in Lehi, Utah, and Mesa, Arizona. Rovin has $849 million in combined assets under management and under advisement. Financial terms were not disclosed.

Huntington Bank Taps Ameriprise To Run Retail Investment Program

By Amit Chowdhry ● Feb 5, 2026

Huntington Bank has selected Ameriprise Financial Services as its new provider of retail investment programs, shifting oversight of its retail brokerage, investment advisory, and insurance services from its bank-owned platforms to the Ameriprise Financial Institutions Group.