Wealth Partners Capital Group, LLC

Wealth Partners Capital Group ("WPCG") is a financial services holding company that invests in and partners with a select group of nationally recognized RIAs: MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance and MCF Advisors. WPCG supports its partners' growth by providing capital, organic growth opportunities and strategic M&A expertise, identifying and evaluating wealth advisory practices for its partners to acquire and integrate. As of December 31, 2025, WPCG has executed 191 M&A transactions on behalf of its partner firms, representing over $112 billion in acquired AUA.