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.
155
Acquisitions executed
since launch
$61B
In acquired AUA across
partner firms
$112B
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.
155
Acquisitions executed
since launch
$61B
In acquired AUA across
partner firms
$112B
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
$5B AUA 20+ offices
Apella is a national RIA built around a select community of like-minded advisors utilizing comprehensive planning and evidence-based investing
$32.6B AUA 45+ offices
EP Wealth is a leading independent RIA
providing clients with a superior planning-based approach to wealth management
$33.2B AUA 30+ offices
MAI is a highly regarded RIA serving high-net-worth individuals, families, professional athletes and entertainers
$14B AUA 45+ offices
Merit is an award-winning wealth management firm that supports both the independent broker-dealer and RIA models
$4.6B AUA 6 offices
True North is an advisory and multi-family office delivering best-in-class integrated wealth and alternative investment solutions
$17.3B AUA 35+ offices
Waverly is a fee-only fiduciary with a CPA heritage, specializing in wealth management solutions for a broad array of clients
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 Presence in Idaho with Acquisition of Buffington Mohr McNeal
Merit Financial Advisors Partners with RCM Investments and Opens First Office in Utah
MAI Capital Management Selects iCapital® to Scale its Custom Alternatives Platform
Get Started Today
All advisors have questions.
Our conversations are both informal and confidential.
Let’s talk!