Apella is a national wealth advisory firm headquartered in Connecticut that delivers innovative planning and investment solutions built on independent, evidence-based thinking.

$3.8B

Client Assets (AUA)

15+

Office Locations

80+

Professionals & Staff

Mergers & Acquisitions

As a firm built by advisors for advisors, Apella has the scale to deliver broad planning and investment capabilities together with personalized, hands-on service and support.

2024

ClearLogic Financial

Reston, VA $464M

Press release >

2023

Inspired Financial

Huntington Beach, CA $275M

Press release >

2023

Clarity Wealth Management

Irvine, CA $130M

Press release >

2022

Structured Asset Management

Berwyn, PA $140M

Press release >

2022

NR Smith and Associates

Olympia, WA $82M

Press release >

2021

Metrist Wealth Advisors

Lake Oswego, OR $130M

Press release >

Leadership

Leadership

“Our partnership with WPCG has helped define our vision for growth. By executing on this M&A strategy, we are empowered to reach more clients and make a positive difference in their lives.”

– Patrick Sweeny, CEO & Co-Founder and Jim Scanlan, President

Core Client Offerings

Advice

for Life

Comprehensive, long-term financial planning

Evidence-based Investment Solutions

Academically-driven investment management, grounded in financial science

Client

Education

Informative content including podcasts, videos, newsletters, and webinars

Locations

Accolades

Financial Advisor

  • RIA Survey and Ranking

    2022, 2021

  • Top 50 Fastest Growing Firms

    2022, 2020

Citywire

  • 50 Growers Across America

    2023, 2022, 2021

InvestmentNews

  • Fastest Growing Fee-Only RIAs

    2023

  • 40 under 40

    2023

RIA Channel

  • Top 100 EFT Power Users

    2023

Emerging Leaders Awards

  • Northeast Region

    2022

News & Press

Apella Wealth Expands East Coast Presence with Addition of ClearLogic Financial, Inc.
Press Release

Get In Touch

Madison Snider

Senior Associate

Email

madison.snider@wealthpcg.com

Phone

561-838-7236

More From Apella

Apella supports advisors so they can focus on what matters most: providing exceptional advice and building lifelong client relationships. For more information: