\n Serial acquirers add a 35-year-old Oregon wealth manager and a New York practice focused on women navigating life transitions.\n <\/p>\n
Two serial acquirers backed by Wealth Partners Capital Group have added roughly $412 million in client assets between them, as Waverly Advisors expands its Oregon footprint and Apella Wealth brings on a Northeast practice built around advising women through major life changes.<\/p>\n
Waverly\u2019s Oregon expansion continues<\/p>\n
Waverly, a fee-only RIA based in Birmingham, Alabama, has acquired MCS Family Wealth Advisors, which manages approximately $151 million from offices in Bend and Eugene, Oregon.<\/p>\n
Michael Stalker started MCS in 1991 and built it around financial planning, retirement planning and investment management for high-net-worth individuals and families. Jeff Yamada, who has worked alongside Stalker since 2004, is the firm\u2019s other senior advisor. Both join Waverly as partners and wealth advisors.<\/p>\n
\u201cI founded MCS as a fiduciary with the mission to \u2018transform money from a source of worry to a resource for fulfillment\u2019,\u201d Stalker said. \u201cWaverly shares that philosophy and brings broader planning, investment, tax and estate resources to support current and future clients.\u201d<\/p>\n
Justin Russell, Waverly\u2019s president and CEO, called MCS \u201can excellent addition to our growing presence in the Pacific Northwest.\u201d<\/p>\n
The deal is Waverly\u2019s 37th since WPCG and HGGC\u2019s Aspire Holdings platform took an equity stake in the firm in December 2021. Waverly now oversees approximately $38.4 billion.<\/p>\n
Oregon has been a repeat target for Waverly’s expansion strategy. The firm began its 2026 deal calendar with Pure Portfolios, a $437 million Lake Oswego wealth manager<\/a>.<\/p>\n Weeks before the MCS deal, it acquired Heartwood Wealth Advisors, a $1.7 billion Richmond, Virginia firm<\/a>.<\/p>\n Over the summer, it added InVista Advisors, a $332 million practice in Montgomery, Alabama<\/a>, as well as Pittsburgh-based Smithfield Trust<\/a>, a trust company with roughly $3 billion.<\/p>\n Apella adds a planning niche for women<\/p>\n Apella, headquartered in West Hartford, Connecticut, has added Blue Spark Capital Advisors, a firm with roughly $261 million in assets and offices in New York City and Great Barrington, Massachusetts.<\/p>\n Blue Spark is led by founder and CEO Maura Griffin, a certified financial planner with an MBA and more than 25 years in the financial industry. Her practice concentrates on women working through divorce, the loss of a spouse or partner, career changes and retirement, with a heavy emphasis on client education. Griffin joins Apella as a partner and senior wealth advisor, bringing her team with her.<\/p>\n \u201cMaura has built a highly respected firm grounded in thoughtful advice, strong client relationships, and a commitment to helping women make confident financial decisions, especially through life\u2019s biggest transitions,\u201d said Jim Scanlan, Apella\u2019s CEO.<\/p>\n \u201cApella shares our belief that financial advice should be deeply personal and grounded in each client\u2019s goals and circumstances,\u201d Griffin said.<\/p>\n Blue Spark is Apella\u2019s 30th acquisition overall and its 19th since WPCG invested in September 2021. The firm now manages approximately $12.5 billion.<\/p>\n