RIA · Independent channel
Aspen Standard Wealth
Includes the history of Cullen Investment Group (acquired October 2026) · Denver PWM (acquired August 2026) · CWS Financial Advisors (acquired July 2026) · BlueSky Wealth Advisors (acquired March 2026)
Source-named 2025 legacy transaction firm added during article-level mapping.
- Website
- aspenstandard.com
Recorded arrivals
4
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$3.9B
Reported practice assets · 4 of 4 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
Arrivals came from
Origin firms, by number of teams
04
1
Arrivals 4
Teams joining Aspen Standard Wealth in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 6 | Acquisition | Cullen Investment GroupLafayette, LA Crowley, LA |
Cullen Investment GroupRIAacquired by Aspen Standard Wealth, Oct 2026 | $1.0B | Press Release |
| Aug 5 | Acquisition | Denver Private Wealth ManagementDenver, CO | Denver PWMRIAacquired by Aspen Standard Wealth, Aug 2026 | $550M | Press Release |
| Jul 7 | Acquisition | CWS Financial AdvisorsKalamazoo, MI | CWS Financial AdvisorsRIAacquired by Aspen Standard Wealth, Jul 2026 | $1.3B | Press Release |
| Mar 3 | Acquisition | BlueSky Wealth AdvisorsNew Bern, NC | BlueSky Wealth AdvisorsRIAacquired by Aspen Standard Wealth, Mar 2026 | $1.0B | Press Release |
Departures 0
Teams leaving Aspen Standard Wealth in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.