Wealthcare Capital Management announced it delivered 32% assets-under-management growth in 2025, ending the year with more than $10 billion in AUM as the technology-enabled RIA continued to add advisors, roll out new partnerships, and expand its service model for independent firms.
The company attributed the milestone year to a combination of organic expansion, advisor recruitment, and strategic moves that broadened its national footprint. Wealthcare said it grew AUM by $2.4 billion during 2025, its largest annual increase to date, and finished the year supporting 198 advisors across 30 states, including 15 new advisors who joined during the year.
Wealthcare also pointed to a series of business developments that it said reinforced its growth trajectory. In July, Sammons Financial Group acquired Wealthcare from NewSprings Holdings, bringing Wealthcare under a new strategic partner as it looks to invest in additional capabilities and continue building out its affiliation platform for advisors. In December, Wealthcare completed its largest acquisition to date, acquiring Crowley Wealth Management.
Alongside M&A activity, Wealthcare said it expanded its advisor services through partnerships with RISR and Levitate, positioning those relationships as part of a broader effort to enhance support for affiliated advisors and improve the end-client experience.
A key growth area in 2025 was Wealthcare’s “advisor-driven models” offering, which allows advisors to use their own investment models while outsourcing trading and rebalancing. Wealthcare said that the program surpassed $900 million in AUM by year-end, with 58 advisors opting into the solution, reflecting rising demand among advisors for flexibility in portfolio construction paired with centralized operational support.
Wealthcare’s platform is built around what it describes as flexible affiliation models that allow advisors to choose structures aligned to their practices and clients. The firm said those options include hybrid and fee-only 1099 models, W-2 affiliation, and acquisition opportunities. Wealthcare framed that menu as a way for advisors to preserve independence while tapping into the firm’s technology stack, operational resources, and back- and middle-office support.
The company also highlighted its longstanding roots in goal-based planning, noting that it developed an early goals-based planning and investing methodology and holds 12 patents tied to its goals management process. Wealthcare said its patented “Comfort Zone” approach is designed to support personalized planning experiences and strengthen advisor-client relationships, while its GDX360 fiduciary process integrates planning, investing, and trading within a single workflow. Wealthcare operates through three RIAs: Wealthcare Advisory Partners, Wealthcare Capital Management, and Wealthcare Capital Partners.
Wealthcare said it is entering 2026 focused on sustaining its momentum, continuing to recruit and retain advisors, and expanding the resources available to firms on its platform. The company emphasized that it intends to maintain a “boutique” service experience even as it scales.
KEY QUOTE:
“Our momentum in 2025 was outstanding. We fully expect this progress to continue and even accelerate this year, fueled in part by our new relationship with Sammons Financial Group. We are welcoming new advisors and seeing former advisors return because Wealthcare continues to deliver a true boutique experience. Even with close to 200 advisors and 10 billion dollars in assets under management, our advisors tell us they feel known, supported, and able to reach us when they need us. Our advisors and team members are the backbone of our success. Their contributions have brought us to this point, and we remain committed to providing the flexible solutions, resources, and support they need to reach their full potential.”
Matt Regan, President, Wealthcare
