Bluespring Wealth Partners Acquires Nine Firms in 2025, Totaling Over $6 Billion in Assets, Reinforcing Leadership in the Hybrid RIA Space

Record acquisitions underscore Bluespring’s advisor-first approach to scale, continuity, and next-generation growth

AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (“Bluespring”), a leading acquirer of independent RIAs and hybrid wealth management firms, announced the completion of nine acquisitions in 2025, with several additional transactions expected to close in early 2026. This year’s additions represent more than $6 billion in assets under management, reflecting Bluespring’s disciplined approach to identifying and partnering with high-performing advisory firms seeking strategic growth and the ability to preserve their independence and client-first values.

“2025 was a pivotal year for Bluespring as we expanded our footprint and made meaningful investments in leadership and advisor support,” said Pradeep Jayaraman, President of Bluespring. “Looking ahead to 2026, our focus is on maintaining disciplined growth through selective acquisitions and consistent integrations that strengthen the long-term enterprise value of Bluespring and of our partner firms.”

This year’s acquisitions include:

• Firms joining existing Bluespring partner firms
• Regional expansions across the Midwest and Mid-Atlantic
• Continued growth in key regional markets, via the following firms: Charter Capital Management, New Wall Street, Ray Olson, Signature Wealth Management, Halcyon Wealth Advisors, Reliant Wealth Planning.

Bluespring also saw success with its tuck-in strategy, with a number of firms rolling into existing Bluespring partner firms, including:

• Fiduciary EDGE Advisors joined fellow woman-led Bluespring firm Curo Private Wealth, expanding Bluespring’s Southeast footprint.
• SilverStar Wealth Management joined existing Bluespring partner LifeBridge Financial Group, strengthening a multi-team presence serving business owners and professionals.

Earlier this year, Bluespring also facilitated the launch of ClariVise Private Wealth. This new firm consists of an existing Bluespring-affiliated team which spun out of another firm to form a new identity while fully preserving client continuity.

To support its continued growth, Bluespring also expanded its executive bench this year with key hires across operations, compliance, business development, and M&A to deepen advisor support and strengthen integration.

“Bluespring’s strong performance underscores the power of pairing advisor-led firms with the resources and stability of the Kestra ecosystem,” said James Poer, CEO of Kestra Holdings. “As we build on this momentum, we will continue our focus on creating a strong platform that powers the financial independence of our partner firms so they can deliver meaningful, long-term value to the clients and communities they serve.”

About Bluespring Wealth Partners, LLC
Through a highly customized and people-centric approach, Bluespring is dedicated to the acquisition and support of quality wealth management firms. In partnering with experienced wealth advisors and their teams, Bluespring looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor training and incentivization, consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.

Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Signature Wealth, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings.

Investor Disclosures: www.kestrafinancial.com/disclosures