Apella is a national wealth advisory firm headquartered in Connecticut that delivers innovative planning and investment solutions built on independent, evidence-based thinking.
$3.3B
Client Assets (AUA)
15
Office Locations
75+
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
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
July 10, 2023
Apella Wealth Expands West Coast Presence with Addition of Inspired Financial
Press Release
Get In Touch
Madison Snider
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: