RIA · Independent channel
Bluespring Wealth
Includes the history of Family Wealth Counseling (acquired October 2026) · Element Wealth Advisors (acquired June 2026) · Synthesis Wealth Partners (acquired May 2026) · SHP Financial (acquired February 2026) · Front Porch Financial (acquired January 2026)
Join Bluespring Wealth’s registered advisory business and firm-supported wealth platform.
- Website
- bluespringwealth.com
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Arrivals came from
Origin firms, by number of teams
Arrivals 5
Teams joining Bluespring Wealth in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 7 | Acquisition | Family Wealth CounselingTorrance, CA | Family Wealth CounselingIndependent Broker-Dealeracquired by Bluespring Wealth, Oct 2026 | Undisclosed | Financial Advisor |
| Jun 25 | Acquisition | Element Wealth AdvisorsAtlanta, GA | Element Wealth AdvisorsRIAacquired by Bluespring Wealth, Jun 2026 | $450M | Wealth Management |
| May 20 | Acquisition | Synthesis Wealth PartnersMorristown, NJ Montclair, NJ New York, NY Jupiter, FL |
Synthesis Wealth PartnersRIAacquired by Bluespring Wealth, May 2026 | $1.1B | AdvisorHub |
| Feb 10 | Acquisition | SHP FinancialPlymouth, MA | SHP FinancialRIAacquired by Bluespring Wealth, Feb 2026 | $2.3B | Wealth Management |
| Jan 14 | Acquisition | Front Porch FinancialCranford, NJ | Front Porch FinancialRIAacquired by Bluespring Wealth, Jan 2026 | $73M | Press Release |
Departures 0
Teams leaving Bluespring Wealth in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.