Wealth Partners Capital Group

3 deals covered

3 add-ons

Most recent deal Wednesday, September 16, 2026.

Wednesday, September 16

1 deal

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.

Target: Longview Financial Advisors
Backed by: Wealth Partners Capital Group
Source: finance.yahoo.com

Tuesday, July 28

1 deal

Add-onFinancial Services

Waverly Advisors adds InVista Advisors

Adds approximately $332 million in assets under management and a fifth Alabama office to the RIA platform backed by Wealth Partners Capital Group and HGGC.

Target: InVista Advisors
Backed by: Wealth Partners Capital Group, HGGC
Source: finance.yahoo.com

Thursday, June 18

1 deal

Add-onFinancial Services

Waverly Advisors adds Smithfield Trust Company

The deal adds a fiduciary trust and estate administration firm with approximately $3 billion in client assets to the Wealth Partners Capital Group- and HGGC-backed Waverly platform.

Target: Smithfield Trust
Backed by: Wealth Partners Capital Group, HGGC
Source: Business Wire