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Bluespring Wealth Partners

In network coverage since August 18, 2026 · 9 stories

1Deals on our tracker

Deal recordFull tracker →

Oct 6, 26Deal closedFamily Wealth Counseling · KDI Wealth Management · $1B — coverage

Network coverage

M&A

Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets

Hightower says Naples would be the first existing Hightower advisory practice to join Bahnsen under the parent's flagship franchise model, with the deal expected to close at year's end.

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

M&A · Oct 7Bluespring folds Family Wealth Counseling into KDI Wealth Management, lifting combined assets past $1 billion

The Close · Sep 19The talent war moved up the org chart

Moves · Sep 17Sanctuary staffs the benches that decide which wirehouse teams leave

M&A · Sep 2Aquiline's Flourish control is a distribution play

practice · Aug 19Kestra puts a product executive in charge of wealth management

Moves · Aug 19Kestra hires BlackRock's Kelly Apple to lead wealth management

exit · Aug 18Record RIA deal volume meets a pickier buyer pool