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Latest transactions

RIA · Independent channel

MCF Advisors

Includes the history of Hoff Bujnoch & Associates (acquired May 2026) · Wealth Planning Corporation (acquired March 2026)

Kentucky-based RIA that acquires established local wealth management firms nationally.

Website
mcfadvisors.com
Regulator record
MCF ADVISORS, LLC (SEC)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$867M
Reported practice assets · 2 of 2 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
0 Jan
0 Feb
1 Mar
0 Apr
1 May
0 Jun
0 Jul
0 Aug
0 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

Arrivals 2

Teams joining MCF Advisors in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
May 11 Acquisition Hoff Bujnoch & AssociatesNewport, KY Hoff Bujnoch & AssociatesIndependent Broker-Dealeracquired by MCF Advisors, May 2026 $250M InvestmentNews
Mar 3 Acquisition Wealth Planning CorporationCincinnati, OH Wealth Planning CorporationRIAacquired by MCF Advisors, Mar 2026 $617M Press Release

Departures 0

Teams leaving MCF Advisors in 2026.

No recorded departures in 2026.

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