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

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$9.0B AUA
40+ offices

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

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$19.1B AUA
25 offices

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

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$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

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$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

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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 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

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

Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta

Press Release

Waverly Advisors Acquires Prosper Financial Advisers

Press Release

EP Wealth AdvisorsĀ® Adds Prolific Deal Maker Kyle Miller as Head of M&A, Boosts Berkshire to CAO and Bolsters Project Management Capabilities

Press Release

Neuberger Berman Capital Solutions Completes Capital Partnership with Merit Financial Advisors

Press Release

Get Started Today

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