Advisory M&A News – 5/20/2026

Bluespring Wealth Acquires $1.1B Synthesis Wealth Planning

Bluespring Wealth Partners LLC announced the acquisition of Kestra Financial-affiliated firm Synthesis Wealth Planning, headquartered in Morristown, New Jersey. The acquisition, combined with that of fellow Kestra-affiliated firm IFG Wealth Strategies, of Raritan, New Jersey, brings the combined practice to approximately $1.1 billion in overseen assets.

Synthesis was founded in 2018 by Managing Partners Alex Panas, Daniel Singer and Eric Rosenberger after the trio left a legacy planning firm to build a full-service, planning-led practice centered on client outcomes. Synthesis is joined by Director of Wealth Planning Kim Luthy, who was recently promoted to partner. Through the IFG merger, Synthesis also welcomes Robert Iola, IFG’s founder and president.

Through the partnership, the expanded Synthesis team will gain access to Bluespring’s broader ecosystem, including operational and back-office support, shared best practices and a network of partner firms.

LPL Financial Adds Cebert Wealth Advisors

The financial advisers of Cebert Wealth Advisors joined LPL Financial LLC’s broker/dealer and registered investment adviser platform from Ameriprise. The team reported serving approximately $1 billion in advisory, brokerage and retirement plan assets as of year-end 2025.

Based in Central Florida, Cebert Wealth Advisors works primarily with retirees, pre-retirees and multigenerational families seeking guidance on managing, preserving and transferring wealth through retirement.

Led by Founder and President Dale Cebert, the Cebert team includes Alec Thomas, Catherine Harris, Tom Romanac, Stephen Peterson, David DeSantis and Mark Dickerson. Together, the advisers support more than 1,700 clients, the vast majority of whom are retired or nearing retirement.

The Cebert Wealth team selected LPL for its independence, robust research capabilities, and access to a broad range of investment tools and technology designed to enhance adviser efficiency and client outcomes.

LPL Financial Holdings Inc. supports more than 32,000 financial advisers and the wealth management practices of approximately 1,100 financial institutions, providing service to and custody for approximately $2.3 trillion in brokerage and advisory assets on behalf of 8 million clients.

Prairie Wealth Advisors Forms $1 Billion RIA With McEwen Group

Prairie Wealth Advisors Inc., a registered investment adviser, announced a strategic merger with the McEwen Group, a five-person advisory team formerly affiliated with RBC Wealth Management.

The McEwen Group will continue operating under its existing name and brings more than $400 million in assets under management and approximately $200 million in 401(k) assets. Together, the combined firm will oversee more than $1 billion in client assets, serving mass affluent, high-net-worth and ultra-high-net-worth families.

The move builds on a long-standing relationship between Craig Hundt, founder and CEO of Prairie Wealth, and Tim McEwen, managing director of the McEwen Group, who have been professional acquaintances for nearly a decade. McEwen will join Prairie Wealth as a partner, aligning his team’s future with the firm’s growth trajectory.

In addition to his role as a wealth adviser and managing partner, Tim McEwen will become president of Prairie Wealth. McEwen Group employees transitioning to Prairie Wealth include  Jon McGrew, vice president and financial adviser; Brooke Wimes, director of client services and Isabelle McEwen, administrative assistant.

Beacon Pointe Buys Female-Founded RIA

Beacon Pointe Advisors LLC acquired Financially In Tune, a female-founded wealth management firm based in Stoneham, Massachusetts. Aligned in their commitment to fiduciary excellence and offering holistic wealth solutions, Beacon Pointe now advises on approximately $63 billion in assets.

Founded in 2011 by Jeanne Gibson Sullivan, Financially In Tune operates under a fiduciary model with a team overseeing $360 million.

The acquisition of Financially In Tune formally closed on May 1.

Prime Capital Financial Taps Adviser Brendan Kenny

Prime Capital Financial announced the addition of Brendan Kenny, a Farmington, Connecticut-based financial adviser with more than 25 years of industry experience.

Kenny has previously held positions at Morgan Stanley, UBS, Smith Barney, and Fidelity Investments.