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Wednesday, September 16, 2026The Morning Brief →Sign in
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Apella Wealth

In PWD coverage since September 16, 2026 · 1 story
2Deals on our tracker
Deal recordFull tracker →
Sep 15, 26Deal closedMorris Financial Concepts, Inc. · $544Mcoverage
Sep 15, 26Deal closedLongview Financial Advisors · $384Mcoverage
PWD coverage
M&A

Apella's 18th deal: the check shrinks, the pace doesn't

Six deals in eight and a half months against twelve in the four years before, at an average ticket roughly a fifth smaller — the $12 billion milestone trails the cadence WPCG actually bought.
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