RIA · Independent channel
Marietta
Marietta Investment Partners
Acquired by Annex · October 2026
Employee-owned Milwaukee RIA founded in 2000 (SEC CRD 108479); agreed in October 2026 to join Annex Wealth Management.
- Website
- mariettallc.com
- Regulator record
- MARIETTA INVESTMENT PARTNERS, LLC (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$765M
Reported practice assets · 1 of 1 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
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
01
1
Arrivals 0
Teams joining Marietta in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Marietta in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 14 | Acquisition | Marietta Investment PartnersMilwaukee, WI | AnnexRIA | $765M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.