The advisory landscape is entering a new phase where growth isn’t just about piling up acquisitions, but integrating them into a seamless platform.

Our data at AdvizorPro was cited in an article examining how Wealthspire Advisors, backed by Madison Dearborn Partners, is combining multiple firms into a national-scale wealth management powerhouse. The commentary highlights how integration, infrastructure and cross-channel service models are increasingly the differentiators among large RIAs.

• The article reports that Wealthspire is merging its U.S. wealth-management arm with Canadian wealth manager Newport Private Wealth, along with retirement-plan businesses Ground Control and NFP Retirement under the Wealthspire brand.
  
  
• Our CEO, Michael Magnan, is quoted noting that the shift from simple roll-up strategy to “true platform integration” reflects the industry maturing past scale for scale’s sake.
  
  
• According to the article, the new combined firm will manage about $80 billion in advisory assets plus roughly $500 billion in retirement-plan assets, positioning it alongside major players such as Captrust and Creative Planning in the “top tier.” 

You can read the full story on Family Wealth Report.

Integrating Data Into Your Growth Strategy

As more RIAs shift from roll ups to true platform integration, the firms gaining the most traction are those using data to align acquisition strategy, client experience and advisor engagement under a unified model.

See how segmentation and smarter outreach drive measurable results in our TrafficIQ Webinar or for a deeper look at evaluating fit and synergy across firms, you can also review our RIA M and A Playbook. 

When you are ready to strengthen your own platform strategy with verified advisor and firm intelligence, start your free trial and unlock real time insights across the advisor ecosystem.

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