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

Wealth Partners Select helps RIAs expand their regional presence through strategic M&A

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$5B AUA
15+ offices

Apella is a national RIA built around a select community of like-minded advisors utilizing comprehensive planning and evidence-based investing

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$31B AUA
45+ offices

EP Wealth is a leading independent RIA
providing clients with a superior planning-based approach to wealth management

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$32.3B AUA
30+ offices

MAI is a highly regarded RIA serving high-net-worth individuals, families, professional athletes and entertainers

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$12.3B AUA
45+ offices

Merit is an award-winning wealth management firm that supports both the independent broker-dealer and RIA models

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$4.5B AUA
6 offices

True North is an advisory and multi-family office delivering best-in-class integrated wealth and alternative investment solutions

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$16.1B AUA
35 offices

Waverly is a fee-only fiduciary with a CPA heritage, specializing in wealth management solutions for a broad array of clients

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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: use our capital and strategic M&A expertise to help grow our best-in-class fiduciary partners, allowing them to reach more people in more places. If you are a highly qualified RIA owner or wealth advisor, we may have the perfect fit for you.

News & Press

EP Wealth Advisors Stakes New Territory with the Acquisition of AlphaMark Advisors

Press Release

Merit Financial Advisors Partners with Bill Spalding Wealth Management

Press Release

‘Trump Slump’ Unlikely To Scare PE Off RIA Deals After Robust Q1

News Article

Waverly Advisors Acquires Fiduciary Wealth Advisors

Press Release

Get Started Today

All advisors have questions.
Our conversations are both informal and confidential.
Let’s talk!