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Echelon Reports 2nd Busiest Q1 for RIA M&A | Wealth Management

Private equity participation picked up after a 2023 dip and a couple of new names appeared on the list of top buyers.

Flexpoint fordDan seivertKarl heckenbergSage advisory servicesAdvisory networkWealth partners capital groupPublic trust advisorsGalway insurance holdingsKudu investmentSage advisoryAlti globalConstellation wealth capitalMariner wealth advisorsWealth advisorsLeonard greenAndco consulting

AmeriFlex Group Adds 16 Advisors, $1 9B in Q1

Waverly Advisors has added three teams and almost $2.5 billion in 2024, and Fortis Capital picked up a Chicago practice helmed by a father/daughter team.

United statesBarrington hillsDaniele donahoeRobb haggLarry rothJessica nieminskiStan nieminskiJustin russellWealth partners capital groupAmeriflex groupWaverly advisorsFortis capital advisorsUflex groupMcshane partnersWaverly president justinCapital advisors buys clearpath financial

PE-Backed Waverly Advisors Purchases McShane Partners

McShane was founded in 1985 as one of the first fee-only RIAs in Charlotte.

Daniele donahoeMac selverianWealth partners capital groupWaverly advisorsMcshane partners

EP Wealth snaps up Wacker, a $1 2B California practice

EP Wealth snaps up Wacker, a $1 2B California practice
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United statesLuis obispoRyan parkerBryan caldwellWacker wealthCentral coastSan luis obispoWacker wealth partnersBryan krillWealth partners capital group

EP Wealth Advisors Buys $1 2B Wacker Wealth Partners

EP grows assets by nearly $1.2 billion in Central California by acquiring Wacker Wealth Partners

United statesDerek holmanBob wackerBrian parkerLuis obispoBryan caldwellWealth partners capital groupWacker wealth partnersSan luis obispoCentral californiaNorthern californiaSouthern californiaWacker wealth

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