RIA · Independent channel
Simplicity
Simplicity Wealth
Includes the history of Zen Wealth (acquired October 2026) · MAIA Wealth (acquired October 2026)
Summit, New Jersey RIA of Simplicity Group, a financial planning and insurance distribution partnership (Simplicity Wealth, SEC CRD 300572).
- Website
- simplicitywealth.com
- Regulator record
- SIMPLICITY WEALTH (SEC)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$1.1B
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
Arrivals came from
Origin firms, by number of teams
01
1
02
1
Arrivals 2
Teams joining Simplicity in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 15 | Acquisition | Zen Wealth Management GroupChicago, IL | Zen WealthRIAacquired by Simplicity, Oct 2026 | $160.7MPer Form ADV | Press Release |
| Oct 14 | Acquisition | MAIA WealthDenver, CO | MAIA WealthRIAacquired by Simplicity, Oct 2026 | $973MPer Form ADV | Press Release |
Departures 0
Teams leaving Simplicity in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.