BIP Wealth, an Atlanta-based registered investment advisor with more than $5.5 billion in assets under management, has secured a strategic minority investment from Constellation Wealth Capital to support its continued organic and inorganic growth.
The partnership is designed to add additional resources to BIP Wealth’s expansion plans, accelerate its acquisition strategy, and enhance its advisor support platform, while maintaining the firm’s independence. Constellation Wealth Capital, an alternative asset management platform focused on the wealth management sector, is known for providing flexible, long-term minority investments paired with strategic advisory support. BIP Wealth focuses on holistic wealth management and advanced planning solutions for high-net-worth individuals and families, institutional clients, and corporate retirement plans.
In 2025, the firm added $725 million in new organic assets under management and expects to surpass that figure in 2026. Leadership attributes part of that anticipated acceleration to Constellation Wealth Capital’s strategic involvement. The investment will also provide capital to support future partnerships with culturally aligned wealth management firms, particularly across the Southeast and other select growth markets.
BIP Wealth formally announced its acquisition strategy in 2024, positioning inorganic growth as a complement to its organic expansion. Since then, the firm has added more than $1.2 billion in assets under management through partnerships with The Money Advisor Group in 2024 and Prehmus Financial in 2025. The company expects the new investment to further expand its pipeline of prospective deals. Chase Corporate Advisory’s Jeff Singh represented BIP Wealth during the partner selection process and facilitated the introduction to Constellation Wealth Capital.
Headquartered in Georgia, BIP Wealth operates offices in Atlanta, Alpharetta, Columbus, and Peachtree Corners, as well as Nashville, Tennessee, serving clients nationwide. Founded in 2007, the firm integrates holistic wealth management and financial planning with public and private market investment opportunities.
Constellation Wealth Capital provides capital and advisory support to scaled wealth management platforms, leveraging industry relationships and operational expertise to help partner firms grow while preserving their culture and independence.
KEY QUOTES:
“We want to offer our client-first, servant leadership model to other firms looking for a solution. Whether a founder is looking for help with their succession plan or wanting to fuel their next stage of growth, we want to partner with like-minded people. This partnership with CWC will open new doors of growth in our business that will benefit our clients and our entire team. We have a lot to offer with our deep expertise in private investments and advanced planning capabilities with Estate Planning and Tax Professionals on our team. I’m excited about the future of where BIP Wealth is headed as we continue to grow. At the end of the day, we want to partner with people who value what we do. We’re looking for people who are fiduciaries first and respect our values. Our unique investment platform empowers advisors who want flexibility in the portfolio management and planning process. I want to extend our value proposition to advisors not just in the Southeast, but to select other centers of innovation around the country.”
Bill Harris, CFP, Co-Founder & CEO, BIP Wealth
“When we look for qualities in a firm to partner with, the BIP Wealth team checked all the boxes. It’s important to us to partner with people who value partnership and client service. Seeing their impressive organic growth and dedication to clients, we knew we wanted to link arms and help support the growth of the BIP Wealth platform in the future.”
Karl Heckenberg, President & Managing Partner, Constellation Wealth Capital
