Wealth Management Acquisitions in Kentucky
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February 27, 2026
- Buyer
- MCF Advisors
- Target
- Wealth Planning Corporation
- Industry
- Wealth Management
- Location
- Kentucky, United States
- Type
- Buyout
MCF Advisors, a Kentucky-based registered investment adviser, acquired Cincinnati-based wealth management firm Wealth Planning Corporation, which oversees about $617 million in assets under management. The deal added a nine-person team to MCF, including President Todd Steinbrink and Vice President of Operations Angela Dietrich, and expanded MCF’s presence in the Greater Cincinnati market. The acquisition closed on February 27, 2026.
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December 1, 2024
- Buyer
- Savant Wealth Management
- Target
- Sortino Advisory Partners
- Seller
- Sortino Advisory Partners
- Industry
- Wealth Management
- Location
- Kentucky, United States
- Type
- Buyout
Savant Wealth Management acquired Louisville-based Sortino Advisory Partners, a veteran-owned fee-only RIA with $239 million in assets under management (and $135.7 million in assets under advisement). The deal closed on September 30; terms were not disclosed and Sortino principals Daniel Hutcherson and Stephen Heitz joined Savant as financial advisors, managing directors, and member-owners.
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January 10, 2023
- Buyer
- Cerity Partners
- Target
- ARGI Financial
- Industry
- Wealth Management
- Location
- Kentucky, United States
- Type
- Buyout
Cerity Partners has completed a merger with ARGI Financial, combining ARGI's approximately 250 professionals and 3,000 clients into the Cerity platform. The transaction expands Cerity's national footprint and strengthens its workplace financial planning and wealth management capabilities.
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November 1, 2022
- Buyer
- Allworth Financial
- Target
- Journey Advisory Group (advisory teams and client relationships from Gold River, CA and Temple, TX offices)
- Seller
- Journey Advisory Group
- Industry
- Wealth Management
- Location
- Kentucky, United States
- Type
- Divestiture
Allworth Financial acquired the advisory teams and client relationships from Journey Advisory Group’s Gold River, California and Temple, Texas offices, adding approximately $215 million in AUM. The transaction expands Allworth’s regional presence and client base while allowing Journey Advisory Group to focus on its Midwest operations.
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