Aprio acquires Garner Asset Management, a Plano wealth adviser
Plano-based fee-only investment adviser founded in 1998 that serves high-net-worth individuals, retirees and multigenerational families.
Aprio, a U.S. business advisory and accounting firm, has acquired Garner Asset Management Corporation, a fee-only, SEC-registered investment adviser based in Plano, Texas. Garner joined Aprio Wealth Management effective November 2, 2026, establishing that unit's presence in the Dallas-Fort Worth market.
Garner Asset Management was founded in 1998 by Robert S. Garner and advises high-net-worth individuals, retirees, holders of concentrated stock positions and multigenerational families. The deal is Aprio's first standalone wealth management acquisition and the second RIA to join Aprio Wealth Management, after Prism Financial Group in late 2025. DeVoe & Company advised Garner on the transaction.
Deal facts
- Target
- Garner Asset Management
- Business
- Fee-only, SEC-registered investment adviser founded in 1998 by Robert S. Garner
- Buyer
- Aprio
- Deal type
- Strategic
- Headquarters
- Plano, Texas
- Advisers
- DeVoe & Company transaction adviser to Garner Asset Management Corporation
- Status
- Completed
- Announced
- Tuesday, November 3, 2026
Sources
- PR NewswireNov 3, 2026
Written by Buyout Desk from the sources above. Spotted an error? Email corrections@buyoutdesk.com.