At a glance
- Whitaker-Myers joins River Valley, the platform Bluespring formed in July 2026 by combining Joule Financial and Ritter Daniher Financial Advisory.
- The acquired book is about 38% of River Valley's $2.4 billion in client assets, which now spans Ohio, Kentucky and South Carolina with 44 team members.
- For the Whitaker-Myers team, the deal means a larger platform and, Whitaker-Myers president Young said, a partner to help develop young advisors on a bigger scale.
Bluespring Wealth, the hybrid RIA arm of Kestra Holdings, acquired the wealth management business of Whitaker-Myers, a Wooster, Ohio firm with about $920 million in client assets, WealthManagement.com reported. Terms were not disclosed.
Whitaker-Myers joins River Valley, the platform Bluespring formed in July 2026 by combining Joule Financial and Ritter Daniher Financial Advisory.
The acquired book is about 38% of River Valley's $2.4 billion in client assets, which now spans Ohio, Kentucky and South Carolina with 44 team members.
For the Whitaker-Myers team, the deal means a larger platform and, Whitaker-Myers president Young said, a partner to help develop young advisors on a bigger scale. The practice has more than 20 team members. Bluespring did nine deals totaling $6 billion in assets in 2025, and, as Private Wealth Daily previously reported, it folded Family Wealth Counseling into KDI Wealth Management in October.
Reported by the M&A desk from WealthManagement.com. Published . Corrections