Deals Of The Day: The Latest In Wealth Management M&A

March 2, 2026

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

EP Wealth 

California-headquartered EP Wealth, a fee-only registered investment advisor (RIA), has announced a partnership with Thompson Wealth Management, bringing more than $300 million in assets under management to EP Wealth.

Founded in 2010, Thompson has grown into an independent advisory practice that specializes in serving federal employees. The partnership builds on EP Wealth’s momentum in Arizona while adding federal employee retirement expertise.

Founder and CEO Neal Thompson, along with his team of six, will join EP Wealth as part of its growing Arizona footprint, led by regional directors M J Nodilo and Adrian Larson, the firm said in a statement. This marks EP Wealth’s third partnership of 2026. The financial and legal terms of the transaction were not disclosed.

SolomonEdwards

SolomonEdwards, a US-based professional services firm, has acquired CFO’s Domain, a Los Angeles-based consulting and recruiting firm specializing in office of the CFO advisory services. The acquisition will strengthen its presence in California.

CFO’s Domain will continue to operate under its own structure as a SolomonEdwards company initially, before fully transitioning into SolomonEdwards’ Office of the CFO consulting solutions. Co-founders Rahul Merani and Patrick Coggins have joined the SolomonEdwards team, supporting the its expansion, the firm said in a statement.

The acquisition will enhance SolomonEdwards’ existing office of the CFO services, which includes accounting and finance solutions, finance transformation, governance, tax, risk and compliance, M&A lifecycle support and project management. CFO’s Domain clients will gain access to SolomonEdwards’ broader capabilities across data and risk solutions, while SolomonEdwards clients will benefit from expanded consulting depth and recruiting capabilities within finance organizations.

Concurrent Investment Advisors

Florida-headquartered Concurrent Investment Advisors, a registered investment advisor platform, has announced the addition of Fehrman Investment Group and three other financial advisors to its platform, bringing the firm’s combined AuM to $17 million. 

The Fehrman father-daughter team, formerly with Raymond James Financial Services, is based in Augusta, Georgia. They will enhance the client experience through access to Goldman Sachs Custody Solutions and expanded back-office support, adding more than $300 million AuM, the firm said in a statement.

Additionally, three advisors joined firms already established under Concurrent’s platform, bringing more than $150 million in AuM collectively. In New York, Charles Sacco joined Ciliberti & Associates; Dave Coleman affiliated with Lindamood Financial Group in Virginia; and in Massachusetts, Amanda Adams was welcomed to The Wealth Stewards team. The partnerships bring more than $450 million in combined assets, raising Concurrent’s total AuM to $17 billion.

 Read the original article here.