At a glance
- Founder Joe Kilner joins as partner and senior wealth advisor with two team members.
- Sequoia Financial Group, an Akron, Ohio, RIA with more than $36 billion in assets, acquired Quish, a Boulder, Colo., family office with more than $175 million in client assets.
- Quish's clients will be served under the Sequoia Financial brand, with access to tax, estate, risk management and charitable giving services.
Apella Wealth, a West Hartford, Conn., RIA with $12.5 billion in assets, has acquired Kilner Capital Advisors, a Gaithersburg, Md., firm with about $332 million, WealthManagement.com reported. Founder Joe Kilner joins as partner and senior wealth advisor with two team members. It is Apella's 31st deal and its 20th with Wealth Partners Capital Group, which took a minority stake in September 2021. Private Wealth Daily previously reported Apella's 30th, Blue Spark, two weeks earlier.
Sequoia Financial Group, an Akron, Ohio, RIA with more than $36 billion in assets, acquired Quish, a Boulder, Colo., family office with more than $175 million in client assets. Founder Mariah Quish joins Sequoia's Sentinel Family Office team. The deal follows Sequoia's September purchase of BSW Wealth Partners ($2.3 billion) and its August purchase of All Star Financial ($1.3 billion).
Quish's clients will be served under the Sequoia Financial brand, with access to tax, estate, risk management and charitable giving services.
Quish is a fraction of Sequoia's recent buys
Client assets of each firm acquired by Sequoia Financial, in $M
- BSW Wealth Partners$2.3K
- All Star Financial$1.3K
- Quish$175M
Show as table
| Item | Value ($M) |
|---|---|
| BSW Wealth Partners | $2.3K |
| All Star Financial | $1.3K |
| Quish | $175M |
Reported by the M&A desk from WealthManagement.com and Private Wealth Daily archive. Published . Corrections