Advisory M&A News – 4/1/2026

Plancorp Adds $1B in First Major Acquisition

Plancorp LLC, a St. Louis, Missouri-based wealth management firm, announced its acquisition of Regency Investment Advisors Inc., an independent registered investment adviser headquartered in Fresno, California. This is the first large-scale acquisition for Plancorp, which was founded in 1983. The deal adds $1 billion in client assets under management and 14 professionals in Fresno to Plancorp, which serves clients in 44 states.

Regency, founded in 1993, will integrate its platform, including brand, systems and operations, into Plancorp’s platform.

With the addition, Plancorp will oversee $9.6 billion in total client assets and employ more than 100 professionals.

Plancorp had approximately $8.6 billion in assets under management as of February 5. Regency had roughly $1 billion in client assets under management as of December 31, 2025.

Five Star Wealth Joins LPL Financial

LPL Financial LLC announced that Tasha Coleman, founder of Five Star Wealth Planning, joined LPL Financial’s broker/dealer and registered investment adviser platform. Joining LPL from Osaic, Five Star Wealth Planning serves $185 million in advisory, brokerage and retirement plan assets.

Based in Minnesota, Coleman brings more than 20 years of industry experience, supporting individuals and families preparing for retirement and wealth transfer planning.

The Five Star Wealth Planning team—which also includes Andrew Bjorklund, Roberta Porter and Raelyn Segre—selected LPL for its technology, artificial intelligence and cybersecurity, according to the announcement.

LPL Financial Holdings Inc. supports more than 32,000 financial advisers and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets.

Creative Planning Grows Internationally with Maseco Acquisition

Creative Planning LLC announced the acquisition of Maseco LLP, a London-based registered investment adviser, subject to regulatory approval. The acquisition will add 123 employees and more than $5 billion in assets under management.

Founded in 2008, Maseco was created to help internationally mobile families navigate cross-border wealth management, with the ability to introduce clients to custodians located in the U.S., U.K. or offshore.

This is Creative Planinng’s second international acquisition, both occurring this year.

Creative Planning and its affiliates had $700 billion in assets under management or advisement as of December 31, 2025.

Osaic Brings On C&N Wealth Management

Osaic Inc. announced that C&N Wealth Management has joined the firm from First Citizens Investor Services Inc., bringing in $162 million in client assets. Based in Orangeburg, South Carolina, the firm affiliates with Osaic through Undefined Gridlines Inc., an office of supervisory jurisdiction.

C&N Wealth was founded by Financial Adviser and Managing Director Chris Lamb more than two decades ago.

Osaic Inc. is a portfolio company of Reverence Capital Partners with more than 10,000 financial professionals.

RFG Advisory Acquires RVA Wealth Management

RFG Advisory LLC completed its majority acquisition of RVA Wealth Management, a Richmond-based advisory firm managing more than $320 million in client assets. The transaction is RFG’s first majority stake.

RVA, a retirement-focused planning firm, serves mass-affluent households with an emphasis on income planning, asset preservation and long-term financial planning. The firm first affiliated with RFG in 2022 and will retain its brand and operate within RFG’s platform as a W-2 partner firm.

The partnership was driven by RVA Founder David Koren’s desire to begin planning for retirement while preserving the firm’s legacy and client relationships. Caleb Vaugh, also joining from RVA, will continue in a leadership role as the next-generation partner as part of a pre-existing succession plan.

Through the partnership, RVA clients have access to RFG’s platform capabilities. Advisers partnering with RFG can take on minority investment, pursue a majority transaction or operate independently.

EP Wealth Advisors Partners With Divergent Planning

EP Wealth Advisors Inc., a fee-only registered investment adviser, announced its partnership with Bethesda, Maryland-based Divergent Planning LLC, adding $418 million in assets under management.

Established in 2010 by Co-Founders Ara Abrahamian and Matt Brock, the firm became a fee-only, fiduciary registered investment adviser in 2017.

Seven team members will join EP Wealth, expanding client services on the East Coast and establishing the first regional presence for the firm in Maryland.

EP Wealth Advisors managed more than $42.2 billion in assets, as of December 31, 2025.

Stout Expands ESOP Advisory Services With New Consulting Practice

Stout Risius Ross LLC, a global advisory firm, launched its employee stock ownership plan consulting practices. The practice will be led by Damien Vira, who recently joined Stout from Principal to drive the growth and development of the offering.