Advisory M&A News – 10/28/2026

Adviser Matt Griggs Joins LPL Financial

Financial Adviser Matt Griggs of Griggs Investment Group LLC joined LPL Financial LLC’s broker/dealer and registered investment adviser platforms. Griggs, who served approximately $160 million in advisory, brokerage and retirement plan assets as of year-end 2025, joins LPL from Edward D. Jones & Co. L.P.

Based in Eufaula, Alabama, Griggs serves individuals and families, including clients in the agricultural community and government employees navigating workplace retirement plan distributions. He is supported by Client Service Associate Cheryl Pitts.

LPL Financial Holdings Inc. supports 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.

Apella Wealth Acquires Kilner Capital Advisors

Apella Wealth, a registered investment adviser and wealth management firm, acquired Kilner Capital Advisors LLC on October 23. Based in Gaithersburg, Maryland, Kilner offers investment, tax and estate planning and has approximately $332 million in assets under management.

Founder Joseph Kilner joins Apella as a partner and senior wealth adviser, alongside his two team members. 

As of October 23, Apella had more than $12.5 billion in assets under management.

Sequoia Financial Group Acquires Quish

Sequoia Financial Group LLC acquired Quish & Co. LLC, a Boulder, Colorado-based independent family office and wealth management firm.

Quish will operate under the Sequoia Financial brand. Mariah Quish, the firm’s founder and principal, will be part of the Sequoia Sentinel Family Office team.

Terms of the transaction were not disclosed. As of September 30, Quish managed more than $175 million in client assets and Sequoia Financial had more than $36 billion in assets under management.

Carson Group Acquires St. John & Associates

Carson Group, a wealth advisory firm, acquired St. John & Associates, a wealth management firm based in Roswell, Georgia. The family-run team, which joined the Carson Wealth office in Milton, Georgia, has approximately $131 million in assets under management.

St. John & Associates is led by Greg St. John, partner and wealth adviser. The team includes Bryan Totri, wealth planning director; Sarah Crawford, operations support associate; and Tierney Saul, relationship and operations associate. The firm offers financial planning, investment management, tax strategy, estate planning and risk management services to families in the greater Atlanta area.

As part of the Carson Wealth location in Milton, the St. John team gains additional investment and tax resources, including expanded investment structures and Carson’s private client offerings.

Carson Group Holdings LLC manages more than $66 billion in assets and serves more than 60,000 client families.