We are a growth and M&A partner to best-in-class RIAs.
For advisors who seek to sell their firm to solve succession or to accelerate growth, our wealth management partner firms offer both liquidity and opportunity.
191
Acquisitions executed
since launch
$112B
In acquired AUA across
partner firms
$149B
In current partner firm
client assets (AUA)*
UNITED AGAINST ANTISEMITISM
We are a growth and M&A partner to best-in-class RIAs.
For advisors who seek to sell their firm to solve succession or to accelerate growth, our wealth management partner firms offer both liquidity and opportunity.
191
Acquisitions executed
since launch
$112B
In acquired AUA across
partner firms
$149B
In current partner firm
client assets (AUA)*
UNITED AGAINST ANTISEMITISM
Our Partners
We have partnered with nationally-recognized wealth management firms to help independent RIAs, IBD teams and advisors achieve successful outcomes for themselves and their clients.
$10.0B AUA 30+ offices
Apella is a national RIA built around a select community of like-minded advisors utilizing comprehensive planning and evidence-based investing
$72.6B AUA 30+ offices
MAI is a highly regarded RIA serving high-net-worth individuals, families, professional athletes and entertainers
$24.7B AUA 55+ offices
Merit is an award-winning wealth management firm that supports both the independent broker-dealer and RIA models
$5.3B AUA 7 offices
True North is an advisory and multi-family office delivering best-in-class integrated wealth and alternative investment solutions
$29.9B AUA 45+ offices
Waverly is a fee-only fiduciary with a CPA heritage, specializing in wealth management solutions for a broad array of clients
2 Regional Partners
Wealth Partners Select helps RIAs expand their regional presence through strategic M&A
Wealth Partners
Capital Group
2025
YEAR IN REVIEW
In 2025 we:
- Welcomed our new partner firm, MCF Advisors, a premier financial services firm headquartered in Lexington, KY;
- Closed 48 transactions, representing approximately 15% of all wealth management M&A*;
- Concluded our successful partnership with EP Wealth Advisors;
- Expanded the WPCG team with 11 additional talented professionals;
- Established an Organic Growth initiative, focused initially on sourcing 401(k) plans and CPA referral relationships on behalf of select partners;
- Executed M&A transactions resulting in 20 new regional offices at our partner firms while adding investment management, tax, trust and estate planning capabilities; and
- Ended the year with our current partners representing a collective $149B in total client AUA.
We could not be more excited about the opportunities in 2026 and beyond. We invite thoughtful, motivated, forward-thinking RIAs to contact us and join in our success.
INVESTMENTS COMPLETED
%
WPCG SHARE OF TOTAL WEALTH MANAGEMENT M&A*
TOTAL TRANSACTION AUM
Our Approach: Is a Sale Right for You?
Introductory Conversations
We’ll discuss your approach, clients, colleagues and objectives; we’ll introduce our partner firms and determine cultural alignment.
Understanding Your Business
We want to understand your business, history of growth and current financials.
Developing
A Solution
We’ll work together to create a transaction structure that meets your client, team and
personal goals.
Our Mission
Our Mission
We have one mission: to use our capital, strategic M&A expertise and organic growth capabilities to help build our best-in-class fiduciary partners—empowering them to reach more people in more places.
If you are a highly qualified RIA owner or wealth advisor, one of our partner firms may be the perfect fit for you, your clients and your team.
News & Press
Wealth Management Division of PBMares Joins Apella Wealth, Expanding Mid‑Atlantic Presence and Bringing AUM Close to $10 Billion
MCF Advisors Expands Louisville Presence with Addition of Accredited Wealth Management
MAI Capital Management Expands Mid-Atlantic Presence With Addition of Lowe Wealth Advisors
Get Started Today
All advisors have questions.
Our conversations are both informal and confidential.
Let’s talk!
Phone
561-567-8160