How a $1.5bn Minnesota RIA has grown through CPA acquisitions
How a $1.5bn Minnesota RIA has grown through CPA acquisitions
How a $1.5bn Minnesota RIA has grown through CPA acquisitions
Citywire USA
July 3, 2025
Eden Prairie-based RIA Strategic Wealth Group is growing by acquiring accounting firms, creating a built-in pipeline for new wealth advisory clients. By combining tax services with wealth management, the firm aims to strengthen client relationships, support steady asset growth and maintain a personalized approach.
EP Wealth adds ex-Captrust integration director to M&A team
How a $1.5bn Minnesota RIA has grown through CPA acquisitions
How a $1.5bn Minnesota RIA has grown through CPA acquisitions
Citywire USA
July 2, 2025
EP Wealth Advisors has hired Margaret Jarocki to lead partnership integration as the firm continues expanding through acquisitions. Her role will focus on helping newly acquired firms transition smoothly into the organization while supporting EP Wealth’s continued growth.
Apella acquires $207m Washington, D.C. RIA
How a $1.5bn Minnesota RIA has grown through CPA acquisitions
Former City National Rochdale exec joins Northern Trust as president
Citywire USA
July 1, 2025
Expanding its footprint in the Washington, D.C. area, Apella Wealth has acquired Independence Wealth Advisors as part of its hub-and-spoke growth strategy. The deal adds a new partner to the firm while broadening Apella’s ability to serve clients in the region.
Former City National Rochdale exec joins Northern Trust as president
Former City National Rochdale exec joins Northern Trust as president
Former City National Rochdale exec joins Northern Trust as president
Citywire USA
June 30, 2025
Abel Montañez has joined Northern Trust Wealth Management as regional president for the Western U.S., succeeding a longtime executive. He will oversee investment, advisory, and estate planning services, strengthening Northern Trust’s wealth management operations across the region.
Citizens Private Wealth adds $1.5bn NYC wealth team
Former City National Rochdale exec joins Northern Trust as president
Ex-John Furey lieutenant joins Missouri RIA as M&A head
Citywire USA
June 30, 2025
The addition of a New York City advisory team managing roughly $1.5 billion in client assets marks another step in Citizens Private Wealth’s expansion in the region. The article examines how the move fits into Citizens’ broader strategy to grow its private wealth and commercial banking divisions by recruiting experienced advisory teams in key markets.
Ex-John Furey lieutenant joins Missouri RIA as M&A head
Former City National Rochdale exec joins Northern Trust as president
Ex-John Furey lieutenant joins Missouri RIA as M&A head
Citywire USA
June 26, 2025
Strengthening its leadership as it scales, Parkwoods Wealth Partners has appointed Kevin Reilly as chief financial officer and head of M&A. The story examines how Reilly’s background in investment banking and RIA deal advisory supports the Missouri-based firm’s succession-focused acquisition strategy and continued national expansion.
Merit adds $365m Wisconsin RIA
Apella Wealth enters Midwest with $574m Iowa RIA buy
Apella Wealth enters Midwest with $574m Iowa RIA buy
Citywire USA
June 26, 2025
Continuing an aggressive expansion strategy in the Midwest, Merit Financial Advisors has acquired Wisconsin-based AMP Wealth Management, adding roughly $365m in client assets and further extending its footprint in the region. The transaction underscores the firm’s sustained acquisition pace and its focus on partne
Citywire USA
June 26, 2025
Continuing an aggressive expansion strategy in the Midwest, Merit Financial Advisors has acquired Wisconsin-based AMP Wealth Management, adding roughly $365m in client assets and further extending its footprint in the region. The transaction underscores the firm’s sustained acquisition pace and its focus on partnering with culturally aligned RIAs as it builds scale nationwide.
Apella Wealth enters Midwest with $574m Iowa RIA buy
Apella Wealth enters Midwest with $574m Iowa RIA buy
Apella Wealth enters Midwest with $574m Iowa RIA buy
Citywire USA
June 24, 2025
Apella Wealth has expanded into the Midwest by acquiring Iron Horse Wealth Management, adding $574 million in assets and establishing its first office in the region.
AI planning startup Quinn raises $11m in seed round
Apella Wealth enters Midwest with $574m Iowa RIA buy
Conquest Planning raises $80m in Series B round led by Goldman Sachs
Citywire USA
June 24, 2025
Quinn, an AI-powered financial planning platform, has raised $11m in a seed funding round led by Viola FinTech. The capital will help the startup expand its team and grow its platform, which embeds in wealth managers’ systems to provide AI-driven planning and advice.
Conquest Planning raises $80m in Series B round led by Goldman Sachs
Conquest Planning raises $80m in Series B round led by Goldman Sachs
Conquest Planning raises $80m in Series B round led by Goldman Sachs
Citywire USA
June 23, 2025
Conquest Planning, a Canadian AI-powered financial planning platform, has raised CAD$110m (roughly $80m) in a Series B round led by Goldman Sachs’ Growth Equity. The funding will support the firm’s expansion in the US and UK and build on its platform, which now serves over 1,000 financial institutions.
$1.8bn CapWealth adds ex-CPA exec as EVP of wealth
Conquest Planning raises $80m in Series B round led by Goldman Sachs
How a $500m North Carolina RIA aims to 3x its AUM in a year
Citywire USA
June 18, 2025
CapWealth Advisors has expanded its leadership team by appointing former LBMC tax division leader Blake Harrison as executive vice president of wealth management. The newly created role is intended to support the Franklin, Tennessee, firm’s continued growth and advisory services as it manages $1.8 billion in client assets.
How a $500m North Carolina RIA aims to 3x its AUM in a year
Conquest Planning raises $80m in Series B round led by Goldman Sachs
How a $500m North Carolina RIA aims to 3x its AUM in a year
Citywire USA
June 17, 2025
Blueprint Financial Advisors is aiming to nearly triple its assets under management to $1.5 billion by mid-2026 through targeted advisor acquisitions. The Charlotte firm is prioritizing cultural fit and plans to fund its expansion without relying on outside capital.
Discount brokerage Siebert stakes digital wealth platform FusionIQ
Discount brokerage Siebert stakes digital wealth platform FusionIQ
Discount brokerage Siebert stakes digital wealth platform FusionIQ
Citywire USA
June 11, 2025
Siebert Financial is boosting its digital capabilities with a strategic investment in wealth platform FusionIQ, aiming to expand its online and hybrid client offerings. The deal lets Siebert integrate FusionIQ’s technology across its business, including credit unions and banks, as part of broader efforts to modernize and future-proof the firm.
Lido Advisors acquires $830m Michigan RIA
Discount brokerage Siebert stakes digital wealth platform FusionIQ
Discount brokerage Siebert stakes digital wealth platform FusionIQ
Citywire USA
June 10, 2025
Lido Advisors has acquired Michigan-based Exchange Capital Management, adding $830m in client assets and all 13 of the firm’s employees to its roster. The deal comes after Lido sold a minority stake to HPS Investment Partners, which is set to be acquired by BlackRock later this year.
OneSeven CEO talks growth aspirations, teases $1.5bn deal
Discount brokerage Siebert stakes digital wealth platform FusionIQ
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
Citywire USA
June 9, 2025
OneSeven is continuing its expansion with a $1.5 billion advisor acquisition expected in July as the Cleveland-area RIA builds on roughly $6 billion in assets. The firm is also adding new teams, strengthening its leadership structure and launching a coaching program to support advisor development and long-term growth.
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
Citywire USA
June 5, 2025
Mission Wealth has added John Wernz as a partner and strategic advisor to help strengthen the firm’s marketing and organic growth efforts. Wernz, formerly CMO of Wealth Enhancement, will take on the role while continuing his work with private equity firm Great Hill Partners.
EP Wealth acquires $900m Idaho RIA
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
$16bn Merit enters Utah market with RIA buy
Citywire USA
June 5, 2025
EP Wealth Advisors has added Boise, Idaho-based Buffington Mohr McNeal to its network, bringing roughly $900m in client assets and marking its first office in the state. The private equity-backed RIA, which manages $32.6bn across 54 offices, has completed multiple acquisitions in 2025 and plans to continue growin
Citywire USA
June 5, 2025
EP Wealth Advisors has added Boise, Idaho-based Buffington Mohr McNeal to its network, bringing roughly $900m in client assets and marking its first office in the state. The private equity-backed RIA, which manages $32.6bn across 54 offices, has completed multiple acquisitions in 2025 and plans to continue growing nationally, focusing on client-centric firms that align with its planning-first approach.
$16bn Merit enters Utah market with RIA buy
Now at PE firm, ex-Wealth Enhancement CMO joins $11.3bn RIA as strategic advisor
$16bn Merit enters Utah market with RIA buy
Citywire USA
June 3, 2025
Merit Financial Advisors has expanded into Utah with the acquisition of RCM Investments, adding $281 million in assets and establishing its first office in the state. RCM’s principals will join Merit as the firm continues building its national registered investment adviser platform.