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.

101

Acquisitions executed
since launch

$33B

In acquired AUA across
partner firms

$67B

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.

101

Acquisitions executed
since launch

$33B

In acquired AUA across
partner firms

$67B

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.

$21.4B 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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$10B AUA
48 offices

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

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$20.8B AUA
25 offices

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

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$3.3B+ AUA
2 offices

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

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$8.3B AUA
18 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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$3.6B 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

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

MAI Capital Management Acquires LWS Wealth Advisors

Press Release

EP Wealth AdvisorsĀ® Strengthens Presence in Utah with Acquisition of Parker Advisory Group, LLC

Press Release

Dallas-Based True North Advisors Corrals Two Equity Partners

News Article

$3.3B True North Advisors Lands Two Growth Capital Partners

News Article

Get Started Today

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