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Private Wealth Daily
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Apella Wealth

WEST HARTFORD, CT
CRD: 171106
In network coverage since September 16, 2026 · 14 stories
$11.1BRegulatory AUMSEC Form ADV · Oct 31
179EmployeesForm ADV
7Deals on our tracker
+4Talent net · 12 months4 in · 0 out
Regulatory AUM · Sep 19 – Oct 31
Observed recruiting events · 12 monthsOn the wire →
Net +4 · 4 incoming events · 0 outgoing events
Arrivals
Tim Harrington
Sep 18 · from Longview Financial Advisors
Joseph Kilner
Oct 28 · from Kilner Capital Advisors, LLC
Kilner Capital Advisors
Oct 30 · from Kilner Capital Advisors, LLC
Maura Griffin
Oct 16 · from Blue Spark Capital Advisors
Departures
None tracked.
Deal recordFull tracker →
Oct 29, 26Deal announcedKilner Capital Advisors LLC · $332 — coverage
Oct 15, 26Deal announcedBlue Spark Capital Advisors · $261M — coverage
Oct 12, 26Deal announcedBlue Spark Capital Advisors · $261M — coverage
Sep 15, 26Deal closedLongview Financial Advisors · $384 — coverage
Sep 15, 26Deal closedLongview Financial Advisors · $384M — coverage
Sep 15, 26Deal closedMorris Financial Concepts, Inc. · $544M — coverage
Sep 14, 26Deal closedMorris Financial Concepts, Inc. · $544 — coverage
Network coverage
Deals & PE

Eight real estate deals total nearly $580 million in two days

Adler's deal is the largest of the eight and remains an announcement rather than a closing.
M&A · Oct 30Apella buys $332M-AUM Kilner Capital, its 31st deal
Moves · Oct 30Truist, U.S. Bank and PNC lost four large advisor teams in four weeks
Deals & PE · Oct 18Apella and Waverly announce RIA acquisitions of $261M and $151M
M&A · Oct 16Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors
Deals & PE · Oct 15CohnReznick to add Aldrich's $8B wealth practice in mid-December deal
Deals & PE · Oct 14VestGen Wealth Partners secures credit facility from Willow Tree for Midwest RIA deals
M&A · Oct 13Waverly Advisors buys $151M Oregon RIA; Apella Wealth adds $261M Blue Spark
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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