NorthRock Partners announced that Vantage Financial Partners has joined the firm, bringing approximately $950 million in assets under management and pushing NorthRock’s total AUM beyond $12 billion. The deal marks NorthRock’s second acquisition of the year and expands its footprint across the Midwest with six additional office locations.
Vantage contributes 19 team members, including seven advisors, and offices in Wisconsin, Ohio, and South Dakota. The partnership strengthens NorthRock’s Personal Office® model by integrating Vantage’s advisory team with NorthRock’s broader capabilities across investments, tax, estate planning, insurance, legal services, business advisory, and philanthropy.
The addition enhances NorthRock’s presence in key Midwestern markets while deepening its bench of advisors focused on delivering comprehensive, long-term financial guidance. The firm continues to position itself as a holistic wealth management provider serving more than 4,400 clients nationwide.
NorthRock stated that the transaction reflects its ongoing strategy of partnering with advisory teams that align culturally and philosophically with its integrated approach to client service. As financial planning becomes increasingly complex, the firm emphasized its commitment to coordinated advice tailored to clients’ evolving needs.
KEY QUOTES:
“Culture has always been the starting point for any team that joins NorthRock, and Vantage is no exception. Their advisors focus on delivering personalized advice tailored to clients’ goals and building long-term client relationships. Adding this talented team not only strengthens our Personal Office® model, but it also expands our presence across the Midwest. It’s a strong way to begin the year as we continue welcoming advisors who align with our values and vision for modern, coordinated advice.”
Rob Nelson, CEO And Founder, NorthRock Partners
“Joining NorthRock is an exciting next step for our team and our clients. We have always viewed growth as a promise, an opportunity to bring more effective and innovative solutions to the people we serve. NorthRock’s Personal Office® model reflects that same belief in deep, coordinated advice, and it gives our advisors access to the resources and expertise that help support clients in making informed financial decisions. We are proud to join a firm that shares our values and is focused on delivering meaningful advice and creating long-term client relationships.”
Jeremy Gardner, Partner And Director Of Financial Planning, Vantage Financial Partners
