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Wednesday, October 14, 2026The Morning Brief →Sign in
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Apella Wealth

WEST HARTFORD, CT
CRD: 171106
In network coverage since September 16, 2026 · 7 stories
$11.1BRegulatory AUMSEC Form ADV · Oct 10
179EmployeesForm ADV
5Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 19 – Oct 10
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Tim Harrington
Sep 18 · from Longview Financial Advisors
Departures
None tracked.
Deal recordFull tracker →
Oct 12, 26Deal announcedBlue Spark Capital Advisors · $261M — coverage
Sep 15, 26Deal closedMorris Financial Concepts, Inc. · $544M — coverage
Sep 15, 26Deal closedLongview Financial Advisors · $384M — coverage
Sep 15, 26Deal closedLongview Financial Advisors · $384 — coverage
Sep 14, 26Deal closedMorris Financial Concepts, Inc. · $544 — coverage
Network coverage
M&A

Waverly Advisors buys $151M Oregon RIA; Apella Wealth adds $261M Blue Spark

Both acquirers are backed by Wealth Partners Capital Group; the MCS deal is Waverly's 37th since WPCG and HGGC.
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
The Close · Sep 19The talent war moved up the org chart
Features · Sep 19Acquirers now buy staff, not just client assets
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients
M&A · Sep 16Apella's 18th deal: the check shrinks, the pace doesn't
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