Advisory M&A News – 11/11/2026
Bastion Fiduciary Acquires SJL Financial
Bastion Fiduciary, a fee-only registered investment adviser, announced the acquisition of SJL Financial, a fee-only financial planning firm.
Founded by Sam Lewis in 2021, SJL Financial serves families and military households in Wilmington, Delaware, the greater Philadelphia area and nationwide through virtual meetings.
Lewis will join Bastion as an associate adviser based in Wilmington. He offers comprehensive financial planning, including retirement, tax and cash-flow planning.
Bastion had approximately $135 million in assets under management as of September 30, serving more than 200 households.
Beacon Pointe Advisors Acquires Edge Wealth Management
Beacon Pointe Advisors acquired Edge Wealth Management LLC, a New York City-based investment advisory firm.
Edge Wealth Management focuses on fixed income and equity investing with high-net-worth investors, institutions, family offices and young professionals. Established in 2006, the firm advises on approximately $905 million in client assets under management.
The acquisition, which closed on October 31, brings Beacon Pointe’s total assets under advisement to approximately $72 billion.
The law firm Seward & Kissel LLP advised Edge Wealth in this transaction. The Seward & Kissel team was led by partners Craig Sklar, Jim Abbott, Jim Cofer and Lindsay Ditlow.
CW Advisors Acquires 3 firms
CW Advisors LLC, a Boston-based registered investment adviser and subsidiary of Osaic Holdings Inc., acquired Yosemite Capital Management LLC, Threadgill Financial LLC and Peddock Capital Advisors LLC.
The Peddock transaction also included the acquisition of Peddock Tax Services LLC, a full-service tax practice that provides clients with enhanced access to additional tax resources.
The acquisitions add five offices to CWA’s growing national footprint, including its first Texas locations in The Woodlands and League City, and offices in Newport Beach and Fresno, California, and Braintree, Massachusetts.
Following these acquisitions, CWA operates 30 offices nationwide and oversees more than $19.7 billion in assets under management.
Whitaker-Myers Joins Bluespring Wealth’s River Valley Platform
Bluespring Wealth, an acquirer of independent wealth management firms, acquired the wealth management business of Whitaker-Myers Wealth Managers, a Wooster, Ohio-based firm overseeing approximately $920 million in client assets.
Matthew Harris and John-Mark Young launched Whitaker-Myers’ wealth management practice roughly a decade ago with two advisers, and today the firm has more than 20 team members.
Whitaker-Myers will operate under the Bluespring Wealth brand and join Bluespring’s River Valley platform, which represents $2.4 billion in client assets and 44 team members across offices in Ohio, Kentucky and South Carolina.
OnePoint BFG Wealth Partners Acquires Adviser David Siegel’s Team
OnePoint BFG Wealth Partners, a wealth advisory and financial planning firm, formed a partnership with Private Wealth Adviser David Siegel and his team.
Based in West Palm Beach, Florida, Siegel’s team includes Christopher Ballerano, Devin Kooi and Serena Craven. They have approximately $240 million in assets under management and relationships with approximately 230 client households.
Siegel, who has 17 years in the industry, and his team specialize in serving senior executives, business owners, entrepreneurs, sales and real estate professionals.
OnePoint BFG managed more than $18 billion in advisory assets as of June 30.