History

How It Began

The founding partners of Wealth Partners Capital Group (“WPCG”) previously oversaw the wealth management division of Affiliated Managers Group (“AMG” a publicly-traded asset management firm). That division grew to become one of the country’s largest investors in independent RIAs. In June of 2017, with AMG’s support, we launched WPCG as an independent firm, investing in and partnering with growth-oriented RIAs.

  • 2017

    2017

    WPCG launches with investments in 3 partner firms: EP Wealth Advisors, Forbes Family Trust and MAI Capital Management

  • 2018

    2018

    5 acquisitions completed with partner firms since launch, representing >$1B in acquired assets

  • 2019

    2019

    17 acquisitions completed with partner firms since launch, representing >$6B in acquired assets

  • 2020

    2020

    WPCG joined by Berkshire Partners as co-investor in EP Wealth Advisors

  • 2020

    2020

    MAI Capital Management announces formal launch of MAI Sports + Entertainment division

  • 2020

    2020

    24 acquisitions completed with partner firms since launch, representing >$10B in acquired assets

  • 2021

    2021

    WPCG establishes fourth partnership with Merit Financial Advisors

  • 2021

    2021

    Forbes Family Trust and Stanhope Capital complete merger to create $26B global wealth management firm

  • 2021

    2021

    Galway Holdings announces strategic acquisition of MAI Capital Management

  • 2021

    2021

    WPCG establishes fifth partnership with Apella

  • 2021

    2021

    WPCG establishes sixth partnership with WA Asset Management, now Waverly Advisors

  • 2021

    2021

    44 acquisitions completed with partner firms since launch, representing >$18B in acquired assets

  • 2022

    2022

    77 acquisitions completed with partner firms since launch, representing >$27B in acquired assets

  • 2023

    2023

    101 acquisitions completed with partner firms since launch, representing >$33B in acquired assets

  • 2024

    2024

    WPCG establishes seventh partnership with True North Advisors