Apella is a national wealth advisory firm headquartered in Connecticut that delivers innovative planning and investment solutions built on independent, evidence-based thinking.
$4.3B
Client Assets (AUA)
15+
Office Locations
90+
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.
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
News & Press
October 8, 2024
Apella Wealth Expands Gulf Coast Presence with Addition of Pembroke Advisors, Inc.
Press Release
Get In Touch
Madison Snider
Senior Associate
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: