RIA · Independent channel
Vantage Financial Partners
Acquired by NorthRock Partners · April 2026
Elm Grove, Wisconsin RIA with about $950 million, acquired by NorthRock Partners in April 2026.
- Website
- vantagefinancialwi.com
- Regulator record
- VANTAGE FINANCIAL 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
$950M
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 Vantage Financial Partners in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Vantage Financial Partners in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Apr 1 | Acquisition | Vantage Financial PartnersElm Grove, WI Cincinnati, OH Huron, SD Watertown, SD Columbus, OH Youngstown, OH |
NorthRock PartnersRIA | $950M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.