RIA strikes: Hightower Signature Wealth provides New England attain with $752M Sandy Cove Advisors

Hightower, NorthRock Partners, and OnePoint BFG are ending September on a excessive word as they every announce new offers including to their footprints throughout the American Midwest and the East Coast.

Hightower Signature Wealth provides Hingham boutique

Hightower Signature Wealth, the W-2 advisory platform run by Hightower Advisors, is taking over Sandy Cove Advisors. Sandy Cove is predicated in Hingham, Massachusetts, and managed roughly $752 million as of June 30, 2026.

Deirdre Prescott, Sandy Cove’s founder, president and chief wealth strategist, runs the agency with Chief Investment Officer Kate Saltonstall, a CFA charterholder. The observe affords financial backing administration, monetary planning and family-office companies. It works alongside shoppers’ tax and authorized advisors and focuses on legacy planning and main life occasions corresponding to divorce.

“Sandy Cove was constructed on the idea that nice monetary recommendation begins with listening,” Prescott stated in a press release on Wednesday.

Hightower stated the deal, which is the platform’s third exterior acquisition of the 12 months, will take HTSW’s property previous $40 billion when it closes on the finish of the third quarter. That would push the corporate inside its anticipated development objective for Signature Wealth, which it projected in March would reach $40 billion to $50 billion by year-end. More lately this month, the platform expanded in the Northeast with a $1.6 billion Boston-area firm.

“Deirdre, Kate and the Sandy Cove group have constructed a agency with sturdy shopper relationships and deep roots of their group,” stated Jenn Frazier, president of Hightower Signature Wealth.

NorthRock opens Madison workplace with Triumph deal

Minneapolis-based NorthRock Partners introduced that Triumph Wealth Management has joined the agency, bringing roughly $350 million in further AUM, together with three advisors and 6 group members.

Triumph was based by Nathan Brinkman, its president and CEO. The observe works largely with house owners of intently held companies and high-net-worth households, serving to them plan for enterprise transitions and cross wealth to the following technology.

The deal is NorthRock’s fourth partnership this 12 months following its addition of Minneapolis-based Kowalski Financial in July.

The Triumph group will open a NorthRock workplace in Madison, Wisconsin. It will even add an advisor and employees to the agency’s Milwaukee operation, which NorthRock established after it acquired Vantage Financial Partners in April.

“Our enterprise has all the time been private,” Brinkman stated. “We’ve spent years constructing relationships with shoppers and eager about how we might give them the extent of recommendation and coordination they actually need. NorthRock provides us the chance to ship on that imaginative and prescient way more absolutely.”

NorthRock says it serves greater than 7,000 shoppers and oversees upward of $13.7 billion.

OnePoint BFG provides groups in Tampa and Atlanta

OnePoint BFG, the Parsippany, New Jersey, agency which until last year operated as Bleakley Financial Group has welcomed two advisor groups with about $235 million in mixed property on the East Coast.

The first group is led by Theodore “Theo” Kuczarski joins as a wealth administration advisor in Tampa, Florida. With almost 20 years within the enterprise, he has established a fame for serving to shoppers with holistic recommendation round retirement, tax effectivity, insurance coverage, property planning and life-stage decision-making.

“My observe has all the time centered on understanding what shoppers try to perform and serving to them make considerate, assured selections alongside the best way,” stated Kuczarski. 

Meanwhile, Mark Hoffman is transferring his observe from Lanier Asset Management to OnePoint BFG’s Atlanta workplace. His shoppers are primarily enterprise house owners and philanthropically minded households throughout Georgia and Kentucky.

“From the start, our precedence was discovering a agency that shares our values and takes the identical long-term view of shopper relationships,” Hoffman stated. “OnePoint BFG is the precise cultural and strategic match for our group and our shoppers, and we’re enthusiastic about what we will construct collectively within the years forward.”

OnePoint BFG, which is backed by Rise Growth Partners, presently reviews greater than $18 billion in AUM as of June 30.