Recent Wealth Management Acquisitions in Colorado
Acquisition Volume in Wealth Management in Colorado by Year
Last 5 years
Colorado wealth management acquisitions across 2021–2026 highlight a steady mix of platform expansion and advisor-led integration. Multiple buyers are extending their Colorado footprint—often by combining local teams with broader national capabilities and operating infrastructure.
Across announced deals, recurring themes include retirement and wealth planning capabilities, succession and team retention as part of integration, and growth through boutique-to-platform mergers. Examples include Mission Wealth Management, LP acquiring Colorado advisory firms to strengthen retirement planning and expand its presence, and Mercer Global Advisors, Inc. (Mercer Advisors) bringing Denver-based practices into a national RIA platform.
The list also shows interest in adjacent services within wealth management—such as philanthropic advisory through OneAscent, and family-office philanthropy software via TIFIN Give (a TIFIN company)—alongside traditional investment advisory acquisitions like Carson Group and Wealth Enhancement Group.
What Stands Out
- Mission Wealth Management, LP appears repeatedly, using Colorado-based acquisitions to expand its footprint and deepen retirement planning and wealth management capabilities.
- Several transactions emphasize integration outcomes: retaining advisor teams and roles while bringing clients onto a broader platform (e.g., Savvy Advisors Inc. (Savvy Wealth, Inc.), Maridea Wealth Management, and Wealth Enhancement Group).
- Buyer strategies include national RIA/platform growth into Colorado metro areas such as Denver and Boulder.
- Deals also span philanthropic advisory and philanthropy technology alongside core wealth advisory (e.g., OneAscent and TIFIN Give (a TIFIN company)).
| Pattern seen in Colorado | What it looks like in deals |
|---|---|
| Platform + local team integration | Advisors join post-close while client service moves onto a larger operating framework |
| Colorado footprint expansion | Acquirers grow presence in Denver/Boulder and surrounding regions |
| Capability expansion | Retirement planning, wealth planning, and operational/back-office support |
| Adjacent wealth services | Philanthropic advisory and philanthropy software for family offices |
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February 19, 2026
- Buyer
- Mission Wealth Management, LP
- Target
- RightPath Investments & Financial Planning, Inc.
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Mission Wealth has merged with RightPath Investments & Financial Planning, a Colorado-based independent, fee-only wealth advisory firm founded by Steven R. Smith. As part of the integration Smith will join Mission Wealth as a Special Advisor and Megan Nuttelman will join as a Wealth Advisor; the deal expands Mission Wealth's footprint in Colorado and strengthens its retirement planning capabilities.
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February 12, 2026
- Buyer
- Savvy Advisors Inc. (Savvy Wealth, Inc.)
- Target
- Colorado Wealth Group
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Savvy Advisors Inc., a tech-enabled RIA platform affiliated with Savvy Wealth, announced the addition of Denver-based Colorado Wealth Group (CWG), bringing approximately $300 million in client assets. CWG’s eight-person team retains ownership of their book while gaining access to Savvy’s back-office infrastructure, AI-enabled tools and operational support as Savvy continues rapid advisor-led platform growth.
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October 1, 2025
- Buyer
- Mission Wealth Management, LP
- Target
- Diversified Asset Management, Inc.
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Mission Wealth Management, LP has announced a strategic merger with Diversified Asset Management, Inc., a Boulder, Colorado-based wealth management firm led by Robert J. Pyle and his son Matthew. The deal expands Mission Wealth's presence in Colorado and brings the Pyles into Mission Wealth's national wealth management platform.
-
August 12, 2025
- Buyer
- Maridea Wealth Management
- Target
- Hoot Wealth
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Maridea Wealth Management has acquired Colorado-based Hoot Wealth, a boutique advisory firm founded by Nick Crow and Bryan Hinmon. The deal brings Hoot's investment leadership onto Maridea's national platform, strengthens Maridea's presence in the Mountain states, and adds senior advisors to Maridea's executive team.
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July 13, 2025
- Buyer
- Carson Group
- Target
- Aveo Capital
- Seller
- Certain partners of Aveo Capital (selling shareholders)
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Carson Group, a wealth advisory firm with more than $42 billion AUM, has acquired Aveo Capital, a Colorado-based wealth advisory managing roughly $608 million in client assets. Aveo will be rebranded as a Carson Wealth location as part of Carson's expansion into the Rocky Mountain region and to support succession and growth for the Englewood team.
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May 8, 2025
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Lewis Wealth Management, LLC
- Seller
- Austin Lewis
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Mercer Global Advisors, Inc. (Mercer Advisors), a national RIA, has acquired Denver-based Lewis Wealth Management, LLC, an advisory firm led by Austin Lewis that manages roughly $75 million in client assets. The deal expands Mercer’s footprint and client assets in the Denver area while providing a succession plan and access to Mercer’s broader family office and back‑office capabilities.
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March 4, 2025
- Buyer
- OneAscent
- Target
- Excellence in Giving
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
OneAscent has acquired Excellence in Giving, a faith-based philanthropic advisory firm headquartered in Colorado Springs, Colorado. Excellence in Giving will operate as a subsidiary with CEO Al Mueller remaining in his role and also serving as Chief Philanthropy Officer at OneAscent, expanding OneAscent's faith-aligned philanthropic advisory capabilities for high-capacity families.
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October 25, 2024
- Buyer
- Waverly Advisors, LLC
- Target
- Mueller Financial Solutions
- Seller
- Mueller Financial Solutions (Jeffrey Mueller and team)
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Waverly Advisors, a Birmingham-based registered investment adviser, has acquired Mueller Financial Solutions, an RIA based in Canon City, Colorado. The deal closed October 25, 2024; Jeffrey Mueller and his team joined Waverly as partners and Waverly continues to expand its Colorado footprint under its PE-backed ownership.
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June 23, 2024
- Buyer
- Arax Investment Partners, RedBird Capital Partners
- Target
- SRS Capital Advisors
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Arax Investment Partners, a RedBird Capital-backed wealth management platform, has acquired SRS Capital Advisors, a Denver-based RIA managing approximately $1.7 billion in AUM. SRS will remain led by its managing directors and will join Arax's multi-partner platform to scale advisory, operations, technology and wealth-planning capabilities.
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February 1, 2024
- Buyer
- TIFIN Give (a TIFIN company)
- Target
- Giving Place
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
TIFIN Give, the philanthropy platform of AI-driven wealth technology company TIFIN, has acquired Giving Place, a philanthropy software solution for family offices and private foundations. The deal expands TIFIN Give’s capabilities to serve family offices and foundations and increases the combined platform’s scale and resources to support wealth enterprises and employers.
-
- Buyer
- Wealth Enhancement Group
- Target
- Ryan Financial, Inc.
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Wealth Enhancement Group, a national independent wealth management firm, acquired Ryan Financial, Inc., a hybrid RIA based in Denver that oversees more than $200 million in client assets. The acquisition expands Wealth Enhancement Group’s presence in the Denver metro area and brings Ryan Financial’s retirement-plan and financial planning capabilities into Wealth Enhancement’s Roundtable platform.
-
- Buyer
- Altas Partners, Genstar Capital, Oak Hill Capital
- Target
- Mercer Advisors
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Growth capital
Altas Partners has made an equity investment in Mercer Advisors, joining existing strategic investors Genstar Capital and Oak Hill Capital alongside employee-owners. The investment will support Mercer Advisors' continued growth and capability expansion across its national RIA platform headquartered in Denver.
-
- Buyer
- Moneta Group Investment Advisors, LLC
- Target
- Everland Sandry Team (Jaye Everland & Jason Sandry)
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
Moneta Group Investment Advisors announced the merger of the Everland Sandry advisory team (Jaye Everland and Jason Sandry), bringing $450 million in AUM to Moneta’s Cherry Creek (Denver) office and raising Moneta’s total AUM to roughly $31 billion. The move expands Moneta’s footprint in Denver as part of its ongoing national growth and advisor-merger strategy.
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March 21, 2023
- Buyer
- July Business Services, LLC (JULY)
- Target
- Digital Retirement Solutions
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Buyout
July Business Services, LLC (JULY) has acquired Digital Retirement Solutions (DRS), a retirement-plan recordkeeping and administration provider based in Longmont, Colorado. The acquisition brings DRS's team and leadership (including CEO Michael Pierce) into JULY as part of JULY's strategic growth to expand its technology, advisor relationships and presence in Colorado; JULY now supports over 6,700 plans and $8.5 billion in plan assets.
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March 1, 2023
- Buyer
- Millennium Trust Company, LLC, Abry Partners
- Target
- Accruit Holdings LLC
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Millennium Trust Company, a portfolio company of Abry Partners, has acquired Accruit Holdings LLC, a Denver-based qualified intermediary and provider of patented 1031 exchange workflow software. The acquisition expands Millennium Trust's alternative asset and real estate solutions by adding Accruit's Exchange Manager Pro platform and specialist 1031 exchange services to its retirement, wealth and custody offering.
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September 7, 2022
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Jordan Financial Strategies, LLC
- Seller
- Kristy R. Jordan
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Jordan Financial Strategies, LLC, a Denver-based wealth management firm with approximately $120 million in AUM. Founder Kristy R. Jordan and her team will join Mercer as part of a succession plan, strengthening Mercer's Denver presence and expanding client services through Mercer’s broader wealth management and family office capabilities.
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June 1, 2022
- Buyer
- All Pro Capital
- Target
- Advenire Wealth
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Growth capital
All Pro Capital, a Colorado Springs-based real estate investment firm, has acquired a stake in Advenire Wealth, an RIA that provides integrated wealth planning and investment solutions. The deal enables All Pro Capital to offer expanded wealth-management services (including 1031 Exchange solutions) to its ~650 clients across 11 states and supports Advenire Wealth's planned market expansion.
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- Buyer
- Merit Financial Advisors
- Target
- Tedstrom Wealth Advisors, Inc., I.M. Wealth Care, LLC
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
Merit Financial Advisors, an Atlanta-based wealth management firm, acquired Denver-area advisory firms Tedstrom Wealth Advisors, Inc. and I.M. Wealth Care, LLC to establish a presence in Colorado. The transactions add approximately $381 million of acquired assets to Merit's platform; financial terms were not disclosed.
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Frequently Asked Questions
Which buyers are most active in Colorado wealth management acquisitions?
Recurring buyers in the Colorado list include Mission Wealth Management, LP, Mercer Global Advisors, Inc. (Mercer Advisors), Maridea Wealth Management, Carson Group, Wealth Enhancement Group, and Savvy Advisors Inc. (Savvy Wealth, Inc.).
What kinds of Colorado targets are being acquired?
Targets include Colorado-based registered investment advisers and wealth advisory firms, as well as philanthropic advisory and philanthropy software solutions—such as Giving Place and philanthropic advisory firms.
Do these deals typically involve advisor team retention?
Many deal summaries describe post-close integration in which leadership and advisory teams remain involved (for example, onboarding into a buyer’s platform while retaining roles and responsibilities).
Are acquisitions in this page limited to Denver only?
No. While Denver appears frequently, deal locations on the page also include Boulder, Colorado Springs, Canon City, and Englewood (among others within Colorado).