We are a growth and M&A partner to best-in-class wealth advisory firms.
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.
205
Acquisitions executed
since launch
$124B
In acquired AUA across
partner firms
$185B
In current partner firm
client assets (AUA)*
UNITED AGAINST ANTISEMITISM
We are a growth and M&A partner to best-in-class wealth advisory firms.
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.
205
Acquisitions executed
since launch
$124B
In acquired AUA across
partner firms
$185B
In current partner firm
client assets (AUA)*
UNITED AGAINST ANTISEMITISM
Our Partners
We have partnered with leading wealth management firms to help independent advisory firms, teams and individual advisors achieve successful outcomes for themselves and their clients.
$11.7B AUA 30+ offices
Apella is a national RIA built around a select community of like-minded advisors utilizing comprehensive planning and evidence-based investing
$14.7B AUA 11 Offices
Curi Capital is an investment
advisory firm focused on
preserving and growing
wealth for its clients
$80.2B AUA 40+ offices
MAI is a highly regarded RIA serving high-net-worth individuals, families, professional athletes and entertainers
$5.9B AUA 7 offices
True North is an advisory and multi-family office delivering best-in-class integrated wealth and alternative investment solutions
$4.9B AUA 4 offices
Verdence is a wealth management and multi-family office providing tailored solutions for high-net-worth clients
$35.7B AUA 50+ offices
Waverly is a fee-only fiduciary with a CPA heritage, specializing in wealth management solutions for a broad array of clients
3 Regional Partners
Wealth Partners Select helps RIAs expand their regional presence through strategic M&A
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 wealth advisory partners—empowering them to reach more people in more places.
If you are a highly qualified wealth advisory owner or financial advisor, one of our partner firms may be the perfect fit for you, your clients and your team.
News & Press
Get Started Today
All advisors have questions.
Our conversations are both informal and confidential.
Let’s talk!
Phone
+1 561-567-8160
