Deals & People April 22, 2026

Kintra Forms From Merger of 6 Wealth Management Firms

The new registered investment adviser has more than $4 billion in assets under management and offices in eight states.

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Kintra Wealth LLC, a registered investment adviser, launched Tuesday through a merger of six wealth management firms. The firm, based in Williamsport, Pennsylvania, combines the founding firms’ more than $4 billion in assets under management.

The founding firms were:

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  • Evergreen Wealth Solutions LLC, based in Williamsport, Pennsylvania;
  • Loring Advisory Group, based in Greenville, Rhode Island;
  • McCarthy & Cox Retirement and Estate Specialists LLC, based in Maryville, Ohio;
  • Rembrandt Financial Group LLC, based in Austin, Texas;
  • Tupler Financial Inc., based in Warren, New Jersey; and
  • Warren Wealth Associates, based in Warren, New Jersey. 

Rembrandt Financial Group is an independent practice, while the other five were former Commonwealth Financial Network practices. Commonwealth was acquired by LPL Financial Holdings Inc. through a deal announced in March 2025 and completed that August.

Kintra was founded on the belief that, “together, like-minded firms can achieve better outcomes for clients,” according to the announcement.

“At Kintra, each of our firms has built something strong independently, but by coming together, we’re able to elevate the client experience, expand our capabilities and invest more deeply in a modern, technology-enabled platform,” said Andy Harris, Kintra’s co-founder and CEO—who had been president of Evergreen Wealth Solutions—in a statement. “This allows our advisers to collaborate more intentionally, so clients benefit from a broader perspective, deeper planning, and more thoughtful guidance.”

In all, Kintra has 74 total employees and additional offices in Florida, Kentucky and Massachusetts.

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