Financial Services Hightower Signature Wealth Acquires Sandy Cove AdvisorsThe transaction will bring HTSW’s total assets under management to more than $40 billion. September 30, 2026
Financial Services PE-Backed Waverly Advisors Buys Heartwood Wealth AdvisorsThe acquisition expands Waverly’s presence in Virginia. September 30, 2026
Financial Services Carson Group Adds Intrinsic Investors to Carson Wealth in Great LakesIntrinsic Investors provides financial planning and investment management services to individuals, families, trusts, retirement plans and philanthropic organizations. September 22, 2026
Financial Services Wealth Partners Capital Group’s Apella Wealth Acquires Longview Financial AdvisorsThe acquisition adds approximately $384 million in AUM and brings Apella to approximately $12 billion in AUM. September 18, 2026
Financial Services Crestview-Backed Modern Wealth Purchases $710M Sanchez WealthSanchez Wealth has operated for more than 25 years with a focus on comprehensive, multigenerational wealth management for families. September 10, 2026