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
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 Advisor
-
RIA Survey and Ranking
2022, 2021 -
Top 50 Fastest Growing Firms
2022, 2020
Citywire
-
50 Growers Across America
2023, 2022, 2021
USA Today
-
Best Financial Advisory Firms
2024
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
April 16, 2024
Get In Touch
Madison Snider
Senior Associate
madison.snider@wealthpcg.com
Phone
