Advisory M&A News – 10/14/2026

CAPTRUST Adds $3B Team

CAPTRUST Financial Advisors has added Hoge-Barrett Group, a 13-person wealth management team based in Winston-Salem, North Carolina.

Led by Adviser Brett Hoge, the team was launched in 1999 and has more than $3 billion in client assets.

It will be CAPTRUST’s seventh location in North Carolina, where the firm has more than 580 employees, including 111 advisers.

Waverly Advisors Acquires MCS Family Wealth Advisors

Waverly Advisors LLC, a registered investment adviser, acquired MCS Family Wealth Advisors LLC, a wealth management firm with offices in Bend and Eugene, Oregon and approximately $151 million in assets under management as of June 30.

Founded in 1991 by Michael Stalker, MCS provides financial planning, retirement planning and investment management services to high-net-worth individuals and families. Stalker and Jeff Yamada, who has worked alongside Stalker since 2004, will join Waverly as partners and wealth Advisers. The transaction closed on October 9.

Waverly, which managed approximately $38.4 billion in assets as of October 9, offers collaborative investment, tax, estate and financial planning services.

LPL Acquires 2 Separate Teams

LPL Financial LLC added two separate teams in California and Washington State this week.

Financial Adviser Nick Economos launched Economos Private Wealth through affiliation with LPL Financial’s supported independence model, LPL Financial Advisor. He reported serving $580 million in advisory and brokerage assets and joins LPL from Merrill Lynch.

Based outside of San Francisco, Economos brings more than 25 years of industry experience.

LPL also added financial professionals of Prince Financial Services to LPL Financial’s broker/dealer, registered investment adviser and custodial platforms. The Seattle-based firm reported serving approximately $1 billion in advisory, brokerage and retirement plan assets and joins LPL from Northwestern Mutual.

The firm is led by Founders Julie Prince and Dave Burnett and their Partners, Cade Mossman, Conner Gehring and David DeYoung.

LPL Financial Holdings Inc. has more than 32,000 financial advisers and the wealth management practices of approximately 1,100 financial institutions, servicing approximately $2.6 trillion in brokerage and advisory assets on behalf of approximately 8 million clients.

Strongpoint Partners Adds Hilde Minkel & Associates

Strongpoint Partners, a tech-enabled retirement services platform serving small- to mid-sized businesses, added Hilde Minkel & Associates, based in San Luis Obispo, California. Founded in 2010 by President Hilde Minkel, HMA is an independent third-party administration firm serving more than 200 small to mid-sized clients across California’s Central Coast.

HMA gains Strongpoint’s technology platform, actuarial support and a network of retirement professionals. Minkel continues as president, alongside Operations Manager Leesa Ryan and Participant Service Manager Max Minkel.

Osaic Adds $245M Financial Adviser

Osaic Inc. added Tennessee-based Financial Adviser Michael Biggs, who oversees $245 million in client assets. Biggs and his executive assistant, Sandra Ford, join Osaic from Equitable Advisors.

Biggs, who has worked in financial services since 1986, selected Osaic to gain greater independence and access resources designed to support the evolving needs of his clients and practice, according to the announcement.