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.
143
Acquisitions executed
since launch
$55B
In acquired AUA across
partner firms
$107B
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.
143
Acquisitions executed
since launch
$55B
In acquired AUA across
partner firms
$107B
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.
2 Regional Partners
$5B AUA 15+ offices
$31B AUA 45+ offices
providing clients with a superior planning-based approach to wealth management
$32.3B AUA 30+ offices
MAI is a highly regarded RIA serving high-net-worth individuals, families, professional athletes and entertainers
$12.3B AUA 45+ offices
Merit is an award-winning wealth management firm that supports both the independent broker-dealer and RIA models
$4.5B AUA 6 offices
True North is an advisory and multi-family office delivering best-in-class integrated wealth and alternative investment solutions
$16.1B AUA 35 offices
Wealth Partners
Capital Group
2024
YEAR IN REVIEW
In 2024 we:
- Added True North Advisors of Dallas as a partner firm, with its specialized focus on serving ultra-high-net-worth clients and their families, with a particular expertise in alternatives;
- Added The Wealth Alliance of Long Island, NY as a partner firm, a top-tier fiduciary RIA serving high-net-worth clients through a planning-based approach to wealth management;
- Added 29 new regional offices on behalf of our partner firms with additional capabilities spanning investment management, tax and estate planning; and
- Ended the year with our partners’ representing a collective $104B in total client AUM.
We could not be more excited about our continued opportunities in 2025 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
News & Press
EP Wealth Advisors Establishes New Presence with the Acquisition of Peninsula Wealth, LLC
MAI Capital Management Expands Sports and Entertainment Services with Recent Additions
Get Started Today
All advisors have questions.
Our conversations are both informal and confidential.
Let’s talk!