Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to seven nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, True North Advisors and The Wealth Alliance. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of December 31, 2024, WPCG has executed 143 M&A transactions on behalf of its partner firms, representing over $55 billion in acquired AUA.