Breakaway Wire
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Latest transactions
Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M Jose Ascencio Raymond James Financial Services → TSG Wealth Management Riseling Wealth Management Edward Jones → &Partners $357M Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management Anchor Financial Partners Northwestern Mutual → LPL Financial $525M Koetter Financial Services LPL Financial → Cetera Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B Eastover Capital Management Eastover Capital → South Atlantic Bank $430M Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

RIA · Independent channel

Apella Wealth

Includes the history of Kilner Capital Advisors (acquired October 2026) · Blue Spark (acquired October 2026) · Longview Financial Advisors (acquired September 2026) · Morris Financial Concepts (acquired September 2026) · Financial Connections Group (acquired April 2026) · PBMares Wealth Management (acquired December 2025)

National registered investment adviser headquartered in West Hartford, Connecticut, providing integrated financial planning and investment management.

Website
apellawealth.com
Regulator record
APELLA WEALTH (SEC)
Recorded arrivals
6
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$3.8B
Reported practice assets · 6 of 6 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
1 Jan
0 Feb
0 Mar
1 Apr
0 May
0 Jun
0 Jul
0 Aug
2 Sep
2 Oct

Arrivals came from

Origin firms, by number of teams

01
Blue Spark
1
02
Financial Connections Group
1
03
Kilner Capital Advisors
1
04
Longview Financial Advisors
1
05
Morris Financial Concepts
1
06
PBMares Wealth Management
1

Arrivals 6

Teams joining Apella Wealth in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Oct 28 Acquisition Kilner Capital AdvisorsGaithersburg, MD Kilner Capital AdvisorsRIAacquired by Apella Wealth, Oct 2026 $332M Financial Advisor
Oct 13 Acquisition Blue Spark Capital AdvisorsNew York, NY
Great Barrington, MA		 Blue SparkRIAacquired by Apella Wealth, Oct 2026 $261M Press Release
Sep 16 Acquisition Longview Financial AdvisorsSan Rafael, CA Longview Financial AdvisorsRIAacquired by Apella Wealth, Sep 2026 $384M Press Release
Sep 15 Acquisition Morris Financial ConceptsMount Pleasant, SC Morris Financial ConceptsRIAacquired by Apella Wealth, Sep 2026 $544M Press Release
Apr 2 Acquisition Financial Connections GroupLarkspur, CA
Berkeley, CA
San Francisco, CA		 Financial Connections GroupRIAacquired by Apella Wealth, Apr 2026 $624.6MPer Form ADV Press Release
Jan 6 Acquisition PBMares Wealth ManagementWilliamsburg, VA PBMares Wealth ManagementRIAacquired by Apella Wealth, Dec 2025 $1.7B Press Release

Departures 0

Teams leaving Apella Wealth in 2026.

No recorded departures in 2026.

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.