Our Partners

WP Select

by | Mar 17, 2025

Wealth Partners Select (“WP Select”) firms are growth-oriented RIAs seeking to broaden their mission and scope to create “super-regional” brands via targeted M&A. WPCG assists these partners across a range of important functions, including acquisition execution as well as organic growth initiatives, operational best practices and capital.

Crewe Advisors

$3.0B AUA

Mountain West

MCF Advisors

$4.7B AUA

Greater East
South Central

The Wealth Alliance

$2.3B AUA

Greater Tri-state
& So. Florida

Building Successful Super-Regional
Wealth Management Firms

Each WP Select firm has a proven senior management team dedicated to delivering more capabilities to more clients throughout their region.

The Wealth Alliance HQ: Melville, NY Scottsdale, AZ Covington, KY Crewe Advisors HQ: Salt Lake City, UT Newport, KY Apr '26 Hoff Bujnoch & Associates Boca Raton, FL MCF Advisors HQ: Lexington, KY Louisville, KY Dec '25 Accredited Wealth Management Cincinnati, OH Feb '26 Wealth Planning Corporation

News & Press

Crewe Advisors to Establish Partnership with Wealth Partners Capital Group and HGGC

June 10, 2026

Crewe Advisors to Establish Partnership with Wealth Partners Capital Group and HGGC

News Article
Read More
Exclusive: WPCG and HGGC to invest in $3.3bn Crewe Advisors

June 10, 2026

Exclusive: WPCG and HGGC to invest in $3.3bn Crewe Advisors

News Article
Read More
MCF Advisors Expands Presence in Northern Kentucky with Acquisition of Hoff Bujnoch & Associates

May 8, 2026

MCF Advisors Expands Presence in Northern Kentucky with Acquisition of Hoff Bujnoch & Associates

Press Release
Read More

Get In Touch

Sean McAloon

Director

Email

sean.mcaloon@wealthpcg.com

Phone

561-838-7232

MCF Advisors The Wealth Alliance

Parker Holbrook

Director

Email

parker.holbrook@wealthpcg.com

Phone

561-838-7237

Press Release: WPCG Partners with Crewe Advisors

www.creweadvisors.com

“At Crewe, we believe the primary value of growth is to elevate the client experience. Our partnership with WPCG gives us the resources to invest further in our team and capabilities – and that investment ultimately benefits every client we serve.”

Ryan Halliday, Managing Partner

Based in Salt Lake City, Utah, Crewe Advisors serves as its clients’ CFO, creating financial harmony across all aspects of wealth management for families, entrepreneurs and professionals. The firm delivers tailored advice to help clients evaluate and manage their wealth through every stage of life.

“At Crewe, we believe the primary value of growth is to elevate the client experience. Our partnership with WPCG gives us the resources to invest further in our team and capabilities – and that investment ultimately benefits every client we serve.”

Ryan Halliday, Managing Partner

$3.0B client Assets (AUA)

Founded
in 2014

30 Professionals &
Staff

Office
Locations 2

*Disclosures

Press Release: WPCG Partners with MCF Advisors

www.mcfadvisors.com

“Our partnership with WPCG is essential to advancing our mission and achieving our strategic goals. Together, we are committed to empowering advisors, helping them accelerate their growth and strengthen their client relationships.”

Dave Harris, CEO & Co-Founder

Founded in 2004 and headquartered in Kentucky, MCF Advisors has grown into a dynamic firm with over 50 dedicated professionals. Recognized as one of the “Best Places to Work in Kentucky” for seven consecutive years, MCF is built on a foundation of integrity, knowledge, service, and growth. The team is committed to guiding individuals, families, and organizations toward their financial goals with expertise and unwavering support.

“Our partnership with WPCG is essential to advancing our mission and achieving our strategic goals. Together, we are committed to empowering advisors, helping them accelerate their growth and strengthen their client relationships.”

Dave Harris, CEO & Co-Founder

$4.7B client Assets (AUA)

Founded
in 2004

50+ Professionals &
Staff

Office
Locations 5

*Disclosures

Press Release: WPCG Partners with The Wealth Alliance

www.thewealthalliance.com

“We are entering a new chapter in our firm’s growth. Our partnership with WPCG is critical to furthering our mission, allowing us to identify and capitalize on strategic opportunities. Together, we are committed to empowering advisors with the resources and support needed to accelerate their growth and deepen their client relationships. Our joint mission is to provide our advisors and clients with the very best in financial planning and investment solutions.”

Rob Conzo, CEO & Managing Director
Eric Diton, President & Managing Director

Founded by two advisors with a combined 60+ years experience in assisting wealthy families, individuals and entrepreneurs, The Wealth Alliance is a top-tier fiduciary serving clients through a planning-based approach to wealth management.

$2.3Bclient Assets (AUA)

Founded
in 2019

25+ Professionals & Staff

Office
Locations 2

*Disclosures