Kupfer.
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Kupfer.
Connections 8,235
Weekly Outreach Briefing

Five conversations
to have this week.

Cross-referenced the active prospect list against 8,235 LinkedIn connections. The complete pipeline below tracks every prospect; the five priority recommendations are filtered to firms under $10B AUM with an existing relationship path.

Priority Filter / The Five Only

Under $10B AUM is the qualifier for the priority five — firms above that threshold typically default to AmLaw 100 counsel. The complete pipeline in §03 includes prospects of all sizes; large connected firms (Caprock $16B, NorthRock $12B, Arax $40B, Cerity $40B+, MAI $72B, Clearstead $55B) appear there as long-cycle relationship-building targets even though they sit outside the priority outreach band.

5
Priority outreach picks under $10B AUM
2
Direct CEO connections in the priority five
90+
Total prospects tracked in the active pipeline
$26.2B
Aggregate AUM across the priority five
01 The Five

Reach out this week.

All five are 1st degree LinkedIn connections at firms strictly under $10B AUM. Two carry direct CEO-level access — both with the existing relationship at the CEO level. The remaining three offer either a CEO-direct path or an inside connection to the decision-maker.

01
1st Degree CEO Direct
Tier 1  /  Buy-Side Serial Acquirer

David Hefty, CFP

Chief Executive Officer
Credent Wealth Management  ·  Auburn, Indiana
$4.3B
3–4 / yr
13+
Direct CEO

Trigger. Secured an additional $150M commitment from Crestline in December 2025 and closed two acquisitions in January 2026 alone. Forbes Top RIA. Fourteen offices. The capital stack and the cadence both signal counsel is being engaged on a near-monthly basis right now.

"Direct CEO connection at a $4.3B serial acquirer doing 3–4 deals per year. Textbook 'next rung down' acquirer where the legal partner chosen now defines the next decade of transactions."
Send LinkedIn Message ↗ Firm Website
02
1st Degree
Tier 1  /  PE-Backed

Matthew Di Lavore

Relationship Manager
Cyndeo Wealth Partners  ·  St. Petersburg, Florida
$3.1B
Matt Kilgroe

Trigger. Rise Growth Partners minority investment closed March 11, 2026, structured specifically to fund advisor recruiting and selective M&A across Florida and the Southeast. Dynasty Financial rolled equity over. CEO publicly committed to selective M&A. The #1 priority on the most recent weekly target list. Matthew offers an inside relationship path into the CEO conversation.

LinkedIn Message ↗ Firm Website
03
1st Degree CEO Direct
Tier 1  /  Buy-Side Emerging

Randy Morris, CFP

Founder & Chief Executive Officer
Summit Wealth Group  ·  Colorado Springs, Colorado
~$3B
First M&A

Trigger. First acquisition just closed (Premier Private Wealth, $470M) in February 2026. Constellation-backed since June 2025. Broke from Commonwealth in 2025 and recently brought on three senior hires. Direct CEO connection at the moment a relationship can compound across every future deal. The "get in early" prospect.

LinkedIn Message ↗ Firm Website
04
1st Degree
Tier 1  /  PE-Backed

Maggie Hannum

Senior Director, Executive Operations
RFG Advisory  ·  Birmingham, Alabama
$7.5B
Bobby White

Trigger. First majority acquisition (RVA Wealth, $320M) closed March 31, 2026. Long Ridge Equity-backed. President Ed Swenson publicly committed to similar succession-driven deals across ~80 platform advisors approaching retirement.

LinkedIn DM ↗ Firm Website
05
1st Degree Warm Path
Tier 1  /  Buy-Side Serial

Christopher Guarino, CFP

Director, Wealth Advisor
Composition Wealth  ·  Los Angeles, California
$9.5B
6

Trigger. Six acquisitions in 2025. Targeting NYC, Boston, Austin, Dallas. Corsair Capital backed (Richard Creedon at Corsair is a separate 1st degree connection — two-track warm path).

LinkedIn DM ↗ Firm Website
+1
Reserve
Reserve  /  Backup Outreach  /  Sell-Side

Alex Dann, CFP

SVP, Relationship Manager
Novare Capital Management  ·  Charlotte, NC

If any of the top five doesn't respond by Friday. Sell-side opportunity at $1.8B Novare. Emigrant Partners minority investment 2025. Founder-led structure. Rounds out the pipeline with a sell-side conversation alongside the four buy-side picks.

LinkedIn DM ↗ Firm Website
02 Connection Map

Every warm path into the ICP pipeline.

Six prospect firms under $10B AUM have at least one 1st degree LinkedIn connection. Four buy-side acquirers and one sell-side succession candidate, plus a strategic warm path through Corsair Capital into Composition Wealth.

Credent Wealth Management

$4.3B·Auburn IN·Tier 1·Buy-Side Serial
David Hefty, CFP Decision-Maker
Chief Executive Officer
LinkedIn ↗
Travis Glassley, J.D.
Partner, Wealth Manager
LinkedIn ↗
Signal$150M Crestline commitment Dec 2025; two acquisitions Jan 2026; 14 offices.

Cyndeo Wealth Partners

$3.1B·St. Petersburg FL·Tier 1
Matthew Di Lavore
Relationship Manager (inside path to CEO Matt Kilgroe)
LinkedIn ↗
SignalRise Growth Partners minority investment March 11, 2026; Dynasty Financial equity rollover; CEO publicly committed to advisor recruiting and selective M&A.

Summit Wealth Group

~$3B·Colorado Springs CO·Tier 1·Buy-Side Emerging
Randy Morris, CFP Decision-Maker
Founder & CEO
LinkedIn ↗
Jason Runung, CFP
Senior Financial Advisor & VP
LinkedIn ↗
SignalFirst acquisition Feb 2026 (Premier Private Wealth, $470M); Constellation-backed; three senior hires.

RFG Advisory

$7.5B·Birmingham AL·Tier 1
Maggie Hannum
Senior Director, Executive Operations
LinkedIn ↗
SignalFirst majority acquisition (RVA Wealth $320M) March 31, 2026; Long Ridge Equity-backed; W-2 partner firm structure; ~80 platform advisors approaching retirement.

Composition Wealth

$9.5B·Los Angeles CA·Tier 1·Buy-Side Serial
Christopher Guarino, CFP
Director, Wealth Advisor
LinkedIn ↗
Richard Creedon Warm Path
Managing Director, Corsair Capital (PE Backer)
LinkedIn ↗
Signal6 acquisitions in 2025; targeting NYC, Boston, Austin, Dallas; Corsair Capital backed; rebranded from Miracle Mile.

Novare Capital Management

$1.8B·Charlotte NC·Tier 2·Sell-Side Succession
Alex Dann, CFP
Senior Vice President, Relationship Manager
LinkedIn ↗
SignalEmigrant Partners minority investment 2025; founder-led structure; firmly in sell-side sweet spot.
03 ICP Pipeline · Under $10B

The complete working list.

Every active prospect at all AUM tiers. Filter by size, tier, side, or connection status. The under-$10B band is highlighted as the priority outreach zone; larger firms remain on the list as long-cycle targets.

FirmAUMTierSide Decision-MakerConnectionSiteSignal & Fit
Credent Wealth Management Auburn, IN $4.3B Tier 1 Buy-Side Serial
David Hefty
CEO
 CEO Direct credentwealth.com ↗$150M Crestline commitment Dec 2025; two acquisitions Jan 2026; 14 offices.
Cyndeo Wealth Partners St. Petersburg, FL $3.1B Tier 1 PE-Backed
Matt Kilgroe
President & CEO
 Connected cyndeowp.com ↗Rise Growth Partners minority investment Mar 11, 2026; Dynasty Financial equity rollover; selective M&A planned.
Summit Wealth Group Colorado Springs, CO ~$3B Tier 1 Buy-Side Emerging
Randy Morris
CEO
 CEO Direct summitwealthgroup.com ↗First acquisition Feb 2026 (Premier Private Wealth, $470M); Constellation-backed; three senior hires.
RFG Advisory Birmingham, AL $7.5B Tier 1 Emerging
Bobby White
Founder & CEO
 Connected rfgadvisory.com ↗First majority acquisition (RVA Wealth $320M) Mar 31, 2026; Long Ridge Equity-backed; W-2 partner firm structure.
Composition Wealth Los Angeles, CA $9.5B Tier 1 Buy-Side Serial
Nate Angelo
CEO
 Connected compositionwealth.com ↗6 acquisitions in 2025; targeting NYC, Boston, Austin, Dallas; Corsair Capital backed (warm path via Richard Creedon).
Novare Capital Management Charlotte, NC $1.8B Tier 2 Succession
Founder
Connection via Alex Dann (SVP)
 Connected novarecapital.com ↗Emigrant Partners minority 2025; Charlotte hub; founder-led succession candidate.
Socium Advisors St. Louis, MO $4.3B Tier 1 Buy-Side Serial
Scott Underwood
Founder & CEO
 — sociumadvisors.com ↗Amplify Wealth Partners merger ($1.6B, April 2026); 26 financial professionals onboard; Wisconsin expansion.
Krilogy St. Louis, MO $4.1B Tier 1 PE-Backed
Kent Skornia
Founder & CEO
 — krilogy.com ↗Rise Growth minority Oct 2025; targets $5B in 2026; 21 prior tuck-ins; Dallas expansion.
Aspen Standard Wealth New York, NY ~$8B Tier 1 Buy-Side Serial
CEO
Newly appointed President
 — Visit ↗7 acquisitions since late-2024 launch; BlueSky Wealth ($1B) Mar 2026; MG Financial ($1.1B) Aug 2025.
Modern Wealth Management Monterey, CA ~$10B Tier 1 Buy-Side Serial
Founders
ex-United Capital execs
 — modernwealth.com ↗18+ acquisitions since April 2023; 5 in 2025; recently hired Head of M&A.
BIP Wealth Atlanta, GA $5.5B Tier 1 Buy-Side Emerging
Bill Harris
Co-Founder & CEO
 — bipwealth.com ↗Constellation Wealth Capital minority Feb 2026 to fund acquisitions; new CDO Caleb Smith.
Apollon Wealth Management Greenville, SC $8.65B Tier 1 Buy-Side Serial
CEO
Verification needed
 — Visit ↗Acquired Motley Fool Wealth Management ($1.5B); multiple acquisitions in 2025.
Summitry San Mateo, CA $4B+ Tier 1 Buy-Side Emerging
CEO
Verification needed
 — summitry.com ↗$721M Bay Area partner firm Mar 2026; transitioning organic-to-acquisition-led growth.
Cary Street Partners Richmond, VA $10.7B Tier 1 PE-Backed
Joseph R. Schmuckler
CEO & Managing Director
 — carystreetpartners.com ↗CIVC Partners investment Apr 2025; IFS Advisors acquisition; 20 offices, 7 states.
Americana Partners Houston, TX $12B+ Tier 1 Buy-Side Serial
Jason Fertitta
CEO & Partner
 — americanapartners.com ↗Dynasty network member with Lovell Minnick backing; second out-of-state acquisition late 2025.
Apella Wealth West Hartford, CT $6B+ Tier 1 Buy-Side Serial
Patrick Sweeny
CEO
 — apellawealth.com ↗21+ transactions; Marrella Mar 2025, Independence June 2025; WPCG-backed.
55 North Private Wealth Winter Park, FL $600M+ Tier 1 Emerging
Steve Curley, CFA
Founder & CIS
 — 55npw.com ↗First acquisition (F4 Wealth) Jan 2025 signals acquisitive transition; Investors First Podcast network.
Aerodigm Wealth Portland, OR $1.5B Tier 1 Emerging / Sell-Side
Jared Siegel
Managing Partner
 — aerodigmwealth.com ↗Management buyout of Delap LLP wealth division early 2026; UHNW focus.
Mozaic Beverly Hills, CA $4.1B Tier 1 Active Sale
Christopher Zyda
Founder & CEO
 — mozaicllc.com ↗Actively pursuing sale. Stifel KBW engaged. Time-sensitive.
IFC Advisors Los Angeles, CA $2.5B Tier 1 Partnership Transition
Marc Ackerman
Co-Founder
 — ifcadvisors.com ↗Sixth Street/Merchant minority Feb 2026; Jim Hays moved to executive chairman.
Truepoint Wealth Counsel Cincinnati, OH $4B Tier 1 Succession
Founders
Long-tenured principals
 — truepointwealth.com ↗Founder-led fee-only RIA; no known succession plan; 20+ years.
Telemus Capital Southfield, MI $3.5B Tier 1 Succession
Managing Partners
Fee-only RIA
 — telemus.com ↗Multi-partner fee-only RIA; uneven retirement timelines; suburban Detroit.
Confluence Financial Partners Pittsburgh, PA $1.5B Tier 1 Succession
Founder
Verification needed
 — confluencefp.com ↗Independent Pittsburgh boutique; founder-led 15+ years.
Prospero Wealth Seattle, WA $1.5B+ Tier 1 Strategic Crossroads
Eric Franklin
Founder
 — prosperowealth.com ↗Post-Amazon breakaway; WA 9.9% millionaire-tax pressure; founder evaluating options.
Grimes & Company Westborough, MA $5.7B Tier 2 PE-Backed
Kevin Grimes
CEO & CIO
 — grimesco.com ↗Rise Growth minority Feb 2025; multi-state expansion; family-owned.
Trilogy Financial Services Irvine, CA $4B Tier 2 PE-Backed
Jeff Motske
Founder & CEO
 — trilogyfs.com ↗Peloton Capital minority 2025; concurrent Flagship and Horizon acquisitions.
Dakota Wealth Management Palm Beach Gardens, FL $2.5B Tier 2 Buy-Side Serial
Peter Raimondi
Founder & CEO
 — dakotawealth.com ↗Lokken Investment Group Nov 2025 (succession); Emigrant Partners backed.
Forta Wealth Partners Indianapolis, IN $900M Tier 2 Emerging
Will Turner
Principal & Wealth Advisor
 — fortawealth.com ↗Launched Jan 27, 2026; Elevation Point minority; ex-Merrill Lynch Turner Group.
Hampton Bluff Capital Atlanta, GA $1.3B Tier 2 Emerging
Founding Partners
Verification needed
 — hamptonbluff.com ↗Launched Feb 18, 2026; Elevation Point minority; ex-UBS Odyssey team.
Avidian Wealth Solutions Houston, TX $4B Tier 2 Emerging
CEO
Employee-owned
 — avidianwealth.com ↗Active recruiting; Troy Taylor joined Feb 2026; exploring inorganic growth.
Carnegie Investment Counsel Pepper Pike, OH $6B Tier 2 Buy-Side Serial
Richard Alt
CEO & Principal
 — carnegieinvest.com ↗Eagle Ridge $1.3B; fee-only fiduciary since 1974; Pittsburgh and Columbus expansion.
Choreo Advisors Jacksonville, FL $6–8B Tier 2 Buy-Side Serial
CEO
PE-backed mid-market acquirer
 — choreoadvisors.com ↗Northeast Financial + Herbein ($1.3B combined, Jan 2026); active acquirer.
Prime Capital Financial Overland Park, KS $7–9B Tier 2 Buy-Side Serial
Glenn Spencer
CEO
 — Visit ↗Bradshaw Rogers ($600M), SineCera Capital; Abry Partners minority.
Cresset Asset Management Chicago, IL $8–10B Tier 2 Buy-Side Serial
CEO
Constellation portfolio
 — cressetcapital.com ↗Acquired Monticello Associates; building UHNW platform.
Procyon Partners Shelton, CT $8–9B Tier 2 PE-Backed
Phil Fiore, Jr.
CEO & Co-Founder
 — procyonpartners.net ↗Dynasty network; Constellation minority 2025; Wooster Corthell July 2025; targets $300M–$3B.
CM Wealth Cleveland, OH $6B+ Tier 2 Emerging
Paul Bodnar
New CEO (Apr 2026)
 — cmwealth.com ↗Decade-long planned succession; new leadership may signal acquisition mandate.
Farther New York, NY $3B+ Tier 2 Emerging
CEO
Tech-forward RIA
 — google.com ↗Hired Ben Seidenstein from Goldman Apr 2026; PE-backed; recruiting wirehouse advisors.
Beaird Harris Dallas, TX $1B+ Tier 2 Succession
Steve Harris
Managing Partner
 — beairdharris.com ↗Multi-partner structure formalizing; integrated CPA + Wealth model.
Loxahatchee Capital Tequesta, FL $1.4B Tier 2 Strategic Crossroads
Founding Partners
Verification needed
 — loxahatcheecapital.com ↗UBS breakaway; Elevation Point minority early 2026; multi-family office.
Harbor View Private Wealth Atlanta, GA $1.3B Tier 2 Partnership Transition
Founding Partners
Verification needed
 — harborviewpw.com ↗Launched Jan 2026; UBS breakaway; Elevation Point minority.
DayMark Wealth Partners Cleveland, OH $4B+ Tier 2 Partnership Transition
Michael Quinn
Co-Founder & CEO
 — daymarkwp.com ↗Constellation Wealth Capital portfolio; ongoing platform M&A.
Crestone Capital Advisors Boulder, CO $7B Tier 2 Succession
Eric Kramer
President & CEO
 — crestonecapital.com ↗Founder-led MFO; Mountain West market; entrepreneur and family-enterprise client base.
Halbert Hargrove Long Beach, CA $4B+ Tier 2 Succession
Russ Hill
Chairman
 — halberthargrove.com ↗Founded 1933; multi-generational ownership; Brian Spinelli leading next-gen transition.
Bogart Wealth McLean, VA $3.1B Tier 2 Succession
James Bogart, CFP
CEO & Founder
 — google.com ↗Constellation minority Jan 2025; grew $600M to $3.1B organically; Barron's Top 100.
Schultz Collins San Francisco, CA $1.5B Tier 2 Partnership Transition
Founding Partners
Long-tenured
 — schultzcollins.com ↗Bay Area fee-only boutique; no visible succession structure.
Greenwood Gearhart Fayetteville, AR $500M–$1B Tier 2 Succession
Founders
Constellation portfolio
 — google.com ↗Constellation portfolio firm in underserved Arkansas market.
NorthRock Partners Minneapolis, MN $12B Tier 1 Buy-Side Serial
CEO
Sammons Financial-backed
 Connected google.com ↗Two acquisitions in 2026: Martin & Associates (~$500M, Jan) and Vantage ($950M, Apr).
Caprock Boise, ID $13–16B Tier 1 Buy-Side Serial
CEO
Multi-family office
 Connected google.com ↗First M&A acquisition (Grey Street, $2.2B) in 2024; Denver office Apr 2026 (10th US location).
Arax Investment Partners New York, NY $40B Tier 1 Buy-Side Serial
CEO
Goal: accelerate deal pace
 — google.com ↗3+ acquisitions 2026 YTD: GFP Private Wealth ($1.5B Feb), Omni Financial NY (Mar).
Cerity Partners New York, NY $40B+ Tier 1 Buy-Side Serial
CEO
Warburg Pincus-backed
 — google.com ↗3+ acquisitions Q1 2026: SOL ($2.8B), Austin Private ($1.4B), Verus; Warburg $1B minority Feb 2026.
Clearstead Advisors Cleveland, OH $55B Tier 1 Buy-Side Serial
CEO
UHNW + MFO platform
 — google.com ↗Clarius Group ($5.1B) closed Jan 31, 2026; prior: Waveland, Wilbanks Smith, Baldwin.
&Partners New York, NY $10B+ Tier 1 Buy-Side Serial
CEO
Wirehouse breakaway acquirer
 — google.com ↗Multiple Q1 2026 wirehouse breakaway acquisitions: $950M Wells Fargo VA team; Wells Fargo NY team Mar 2026.
MAI Capital Management Cleveland, OH $72.6B Tier 1 PE-Backed
CEO
Carlyle majority
 — google.com ↗Carlyle Group majority closed Mar 2026; valuation $2.8B+; new governance and acquisition mandate.
Concurrent Investment Advisors Tampa, FL $15B+ Tier 1 PE-Backed
CEO
Genstar-backed
 — google.com ↗Active partnership platform; recent multi-team additions in Texas; Southeast/Mid-Atlantic targets.
Lido Advisors Los Angeles, CA $9–12B Tier 1 Buy-Side Serial
CEO
Charlesbank-backed
 — google.com ↗Multiple tuck-in acquisitions 2024–25; PE mandate to deploy capital in West/Southwest.
Coldstream Wealth Management Bellevue, WA $14B Tier 2 Buy-Side Serial
CEO
100% employee-owned
 — google.com ↗Multiple PNW mergers; opened Bend, OR office; no PE conflict.
Mission Wealth Santa Barbara, CA $14.1B Tier 2 Buy-Side Serial
CEO
Multi-state acquirer
 — google.com ↗PBL Wealth Jan 2026; Logic Capital 2025; Texas market expansion.
The AmeriFlex Group Las Vegas, NV $13B Tier 2 Emerging
CEO
Hybrid RIA
 — google.com ↗Cambridge Investment Research minority Jan 2026; SuccessionFully platform expansion.
Rockefeller Capital Management New York, NY $50B+ Tier 2 Buy-Side Serial
CEO
National platform
 — google.com ↗Active acquisition of UBS advisor breakaway teams 2026; steady stream of defections.
Integrated Partners Waltham, MA $40B+ AUA Tier 1 Buy-Side Serial
CEO
Merchant IM-backed
 — google.com ↗CPA-affiliated practice acquisition program; 3–6 deals per year.
Wealth Partners Capital Group New York, NY $15B+ platform Tier 2 PE-Backed
CEO
HGGC-backed via Aspire
 — google.com ↗Raised $400M debt facility Ares Jul 2025; minority co-investment in $1–5B RIAs in 2026.
Pitcairn Jenkintown, PA $10B+ Tier 2 Family Office Platform
Andrew L. Busser
President & CEO
 — google.com ↗Shared SFO model serving 120+ UHNW families; founded 1923; growth via SFO acquisitions.
RFG Advisory Birmingham, AL $20B AUA Tier 1 PE-Backed
Bobby White
Founder & CEO
 — rfgadvisory.com ↗First majority acquisition (RVA Wealth) Apr 2026; W-2 partner firm transition; ~80 advisors near retirement.
Soltis Investment Advisors Cedar City, UT $13B Tier 1 Strategic Crossroads
CEO
Estancia + LLR-backed
 — google.com ↗Estancia + LLR majority June 2024; GDM Tax acquisition Apr 2026; rapid growth from $6.8B.
F.L.Putnam Investment Management Wellesley, MA $10B Tier 2 Strategic Crossroads
CEO
Growth-stage
 — google.com ↗Multiple acquisitions including Arcadia (Michigan, Apr 2026); Northeast/Midwest expansion.
Brighton Jones Seattle, WA $10B+ Tier 2 Strategic Crossroads
CEO
W-2 advisor model
 — google.com ↗WA millionaire-tax pressure on clients; advisors among most visible voices on the issue Apr 2026.
Pathstone Englewood, NJ $50B+ Tier 2 Partnership Transition
CEO
Multi-tier partner equity
 — google.com ↗Independent MFO; ongoing Federal Street Advisors integration; multiple partner tiers.
RWA Wealth Partners Newton, MA $18B Tier 2 PE-Backed
Michelle Knight
CEO
 — google.com ↗One of largest woman-led RIAs; Boston, Chicago, San Francisco; active 2025 M&A.