Advisory M&A News – 11/12/2025

Wealthspire to Acquire RoundAngle Advisors

Wealthspire, an independent wealth management, retirement advisory and business management firm, will acquire RoundAngle Advisors LLC, a registered investment advisory firm based in Red Bank, New Jersey.

RoundAngle’s Managing Principal and Founder Jonathan Bernstein, Chief Operating Officer Nela Diaz and Chief Compliance Officer Deirdre DeRosa will continue to lead the practice and serve clients, while supported by Wealthspire’s resources and national platform.

As of June 30, Wealthspire had more than $580 billion in assets under management or advisement. It has more than 1,200 employees in more than 40 offices.

OneDigital Acquires Signature Wealth Management Group

OneDigital Investment Advisors LLC, a subsidiary of OneDigital, acquired Signature Wealth Management Group, an Atlanta-based financial services firm.

According to the announcement, Signature’s team gained access to OneDigital’s broader suite of financial services and national network of experts.

OneDigital, also based in Atlanta, had more than $149 billion in assets under advisement as of June 30.

Arete Wealth Partners With Pontera

Arete Wealth Inc., a national independent broker/dealer and registered investment adviser, announced a partnership with financial technology platform Pontera.

According to the announcement, the partnership allows Arete advisers to monitor, analyze and reallocate 401(k) and 403(b) plans and other employer-sponsored retirement plans alongside clients’ other investments. The partnership is also intended to streamline workflows for reporting, billing and compliance.

Last month, Pontera CEO Yoav Zurel criticized Fidelity for blocking its users from allowing advisers to manage portfolios on Pontera’s platform. According to Pontera’s announcement of the Arete Wealth partnership, its platform could log “every action” in an “auditable, permission-based framework.”

Savvy Advisors Recruits 3 Advisory Teams From Commonwealth

Savvy Advisors Inc., a registered investment adviser affiliated with Savvy Wealth Inc., onboarded three former Commonwealth Financial Network teams, bringing the firm’s total assets under management to almost $4 billion.

Innovative Financial Solutions Inc., which will rebrand as Mosaic Wealth Advisors at Savvy, is headed by Edward Wildermuth, Clint Seefeldt and Steven Meier. Based in Carmel, Indiana, Mosaic has $250 million in client assets under management and provides tax-focused planning, retirement strategies and comprehensive financial planning. Seefeldt specializes in serving physicians and medical professionals.

Horizon Advisory Group, headed by Founder Berkely Arrants, Angelique Ayala and Stephanie Gumm, has more than $108 million in client assets under management. The team, headquartered in Houston, focuses on holistic personal and business financial planning, estate and retirement planning and specialized services for clients navigating divorce.

Atticus Wealth Management is based in Macomb, Michigan, and has $37 million in client assets under management. Founder Steve Grogan provides complementary wealth management services, including investment management and strategic tax planning.

Wealth Enhancement Acquires Guidance Wealth

Wealth Enhancement Group, a national independent wealth management firm, acquired Guidance Wealth LLC, an independent registered investment advisory firm in Elkhart, Indiana.

Guidance Wealth oversaw more than $165 million in client assets and was led by Managing Partner John McSorley, Partner Michael Griggs and Chief Compliance Officer Maureen Teunissen.