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.
95
Acquisitions executed
since launch
$32B
In acquired AUA across
partner firms
$58B
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.
95
Acquisitions executed
since launch
$32B
In acquired AUA across
partner firms
$58B
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.
$19.5B AUA 30+ offices
EP Wealth is a leading independent RIA
providing clients with a superior planning-based approach to wealth management
$9.0B AUA 40+ offices
Merit is an award-winning wealth management firm that supports both the independent broker-dealer and RIA models
$19.1B AUA 25 offices
MAI is a highly regarded RIA serving high-net-worth individuals, families, professional athletes and entertainers
$7.2B AUA 11 offices
Waverly is a fee-only fiduciary with a CPA heritage, specializing in wealth management solutions for a broad array of clients
$3.3B AUA 15 offices
Apella is a national RIA built around a select community of like-minded advisors utilizing comprehensive planning and evidence-based investing
Our Approach: Is a Sale Right for You?
Introductory Conversations
We’ll discuss your approach, clients, colleagues and objectives; we’ll introduce our partner firm 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
News & Press
Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta
EP Wealth Advisors® Adds Prolific Deal Maker Kyle Miller as Head of M&A, Boosts Berkshire to CAO and Bolsters Project Management Capabilities
Neuberger Berman Capital Solutions Completes Capital Partnership with Merit Financial Advisors
Get Started Today
All advisors have questions.
Our conversations are both informal and confidential.
Let’s talk!