Advisory M&A News – 4/15/2026

Gunderson Capital Management Joins GCG Advisory Partners Platform

GCG Advisory Partners, parent company of GCG Wealth Management, announced that Gunderson Capital Management, an independent registered investment advisory firm with more than $420 million in assets under management, has joined its platform.

Bill Gunderson, the President and CEO of Gunderson Capital, will join GCG as an operating and equity partner. As part of the transaction, Gunderson Capital will gain access to GCG’s technology platform, operational support and growth capital. Gunderson Capital, which is based in Mount Pleasant, South Carolina, will keep its existing brand, and its team will continue to manage day-to-day operations. Terms of the transaction were not disclosed.

$110M Advisory Team Joins Ameriprise Financial

Financial advisory practice Pinnacle Wealth Management, which has more than $110 million in assets, joined the independent channel of Ameriprise Financial Inc. from LPL Financial. The practice, based in Lafayette, Louisiana, is led by Vincent Lauer, a private wealth adviser, and includes Hank Morvant, a financial adviser, and Emily Currier, a support staff member.

The team, which has more than 55 combined years of industry experience, joined Ameriprise for its advanced technology and service offerings, according to the announcement.

Pinnacle Wealth Management is supported locally by Ameriprise Franchise Field Vice President Kevin Sevlie and Ameriprise Regional Vice President Mike Barker.

Simplicity Group Buys CPS Horizon Financial Group

Simplicity Group, a financial planning firm, acquired CPS Horizon Financial Group, a Milwaukee-based premier brokerage general agency specializing in life insurance, annuities, disability insurance and long-term care solutions. Following the transaction, Mike Smith became Simplicity’s newest partner.

Horizon assists advisers in case development, advanced marketing and point-of-sale support. By joining Simplicity, Horizon gains access to a suite of wealth accumulation and financial protection products, as well as proprietary lead-generation tools and advanced sales training and support.

OnePoint BFG Acquires Armstrong & Sinoff Financial

OnePoint BFG Wealth Partners, a wealth advisory and financial planning firm, acquired Armstrong & Sinoff Financial, a boutique financial planning firm that oversees more than $425 million in client assets.

Armstrong & Sinoff specializes in aligning financial planning, investment strategy and tax efficiency to optimize outcomes for high-net-worth individuals, business owners and senior executives.

As part of the partnership, Armstrong & Sinoff Partners Paul Armstrong and Adam Sinoff will join OnePoint BFG as partners. The firm will transition to the OnePoint BFG brand.

OnePoint BFG managed more than $15 billion in advisory assets as of December 31, 2025.