Credent Wealth Management has acquired Michigan-based MainStreet Financial Advisors and Tulsa-based First State Investment Advisors, extending the Indiana-headquartered RIA’s national footprint as it enters 2026 following its recently announced long-term capital partnership with Crestline Investors.
The transactions add a combined roughly $250 million in assets under management and about 350 clients, lifting Credent’s total AUM to more than $4.3 billion across 14 offices nationwide, the company said. Four advisors and two staff members will join Credent, including MainStreet founder John Ruzza and First State Vice President Matt Redmond.
Credent said MainStreet, a hybrid broker-dealer “lift out” previously affiliated with Cambridge Investment Research in Kalamazoo, will integrate with Credent’s nearby Portage, Michigan office to expand local capacity and support existing client relationships. First State will establish a new Tulsa, Oklahoma office, complementing Credent’s current presence in Oklahoma City and extending reach in the region.
The acquisitions are Credent’s 10th and 11th in the past three years, according to the company, and align with its stated strategy of building a “forever firm” focused on client service, planning and operational strength. Credent said its expanded partnership with Crestline Investors, announced in December, provides long-term capital to support advisor onboarding, succession planning, platform enhancements and continued national expansion.
KEY QUOTES:
“We’re starting the year with meaningful momentum. Welcoming John, Matt, and their teams reflects the continued interest we’re seeing from advisors who want to join a firm built for the long term — a firm that protects independence, invests in its people, and brings our core values to a national scale. These partnerships reflect our commitment to building a firm where client relationships stay strong for generations to come.”
David Hefty, CEO, Credent Wealth Management
“Credent’s goal-oriented, client-centric approach to financial planning immediately stood out to me. Becoming part of a fee-only firm with the scale and resources to support comprehensive, ongoing planning allows our clients to receive more customized guidance without losing the personal touch. Knowing my clients are in good hands with a firm that models integrity and puts their best interests first gives me real peace of mind for the future.”
John Ruzza, Founder, MainStreet Financial Advisors
“Credent offers the platform, resources, and support to elevate how we serve clients, while preserving the core values our firm was built on. We’re excited to grow in partnership with a firm that shares our vision.”
Matt Redmond, Vice President, First State Investment Advisors
