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Blue Rock Financial Group

REHOBOTH BEACH, DE

CRD: 298558

In network coverage since October 7, 2026 · 7 stories

$382MRegulatory AUMSEC Form ADV · Oct 17

10EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Oct 10 – Oct 17

Deal recordFull tracker →

Oct 8, 26Deal announcedAlphaCore Wealth Advisory · $0 — coverage

Oct 6, 26Deal announcedAlphaCore Wealth Advisory · $400M — coverage

Network coverage

Features

Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million

The Hardy team's departure is listed as a breakaway, not a block trade.

Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs

Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples

M&A · Oct 9Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock

M&A · Oct 8Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets

Deals & PE · Oct 7Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue

M&A · Oct 7AlphaCore adds $400 million Delaware practice Blue Rock Financial Group

THE DESK BRIEF

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