Apella Wealth acquires Longview Financial Advisors
The San Rafael, California firm adds approximately $384 million in assets under management; founder Tim Harrington and his team join Apella.
Wealth Partners Capital Group-backed Apella Wealth acquired Longview Financial Advisors, a San Rafael, California wealth management firm serving professionals, families and retirees. Founder Tim Harrington and the Longview team are joining Apella.
The deal closed September 15 and adds approximately $384 million in assets under management, bringing Apella to about $12 billion. This is Apella’s 29th acquisition and its 18th since WPCG invested in September 2021.
Longview was advised by Jessica Polito of Turkey Hill Management. Apella is based in West Hartford, Connecticut.
Deal facts
- Target
- Longview Financial Advisors
- Acquirer
- Apella Wealth
- Backed by
- Wealth Partners Capital Group
- Deal type
- Add-on
- Headquarters
- San Rafael, CA
- Advisers
- Jessica Polito of Turkey Hill Management adviser to Longview Financial Advisors
- Status
- Completed
- Announced
- Wednesday, September 16, 2026
Sources
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