Apella is a national wealth advisory firm headquartered in Connecticut that delivers innovative planning and investment solutions built on independent, evidence-based thinking.
$5B
Client Assets (AUA)
20+
Office Locations
23%
Compound Annual
Growth Rate*
Mergers & Acquisitions
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
Evidence-based Investment Solutions
Client
Education
Locations
Accolades
Financial Planning
-
Top 150 RIAs
2024
USA Today
-
Best Financial Advisory Firms
2024
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
Financial Advisor
-
RIA Survey and Ranking
2022, 2021 -
Top 50 Fastest Growing Firms
2022, 2020
News & Press
March 10, 2025
Get In Touch
Madison Snider
Director
madison.snider@wealthpcg.com
Phone
