Deals & Moves: RFG Adds $200M RIA; Wealthspire Launches Family Office

Group 1: RFG Advisory and Black Oak Asset Management - RFG Advisory, a hybrid RIA platform with $6.1 billion in assets under management, has added Black Oak Asset Management, which manages over $200 million in client assets [2][3] - Black Oak aims to enhance its scale and execution while maintaining independence and client relationships [3] - The addition includes a five-advisor team led by Ryan Ledden, emphasizing RFG's commitment to advisors who prioritize ownership and growth [3][4] Group 2: Wealthspire Family Office - Wealthspire, managing almost $600 billion in assets, has launched a dedicated family office for ultra-high-net-worth families, already serving over 300 families with nearly $50 billion in AUM [5][6] - The family office will provide a coordinated approach to wealth management, integrating services from Wealthspire, Fiducient Private Client, and Ground Control [6][7] - Chad Tischer highlighted the importance of a disciplined and continuous relationship for families making significant financial decisions [7] Group 3: Accelerated Wealth Partners - Accelerated Wealth Partners has secured a $200 million commitment from J.C. Flowers & Co [8] - Founded in 2004, AWP plans to acquire and scale select RIAs through a partnership-led model, focusing on tech-enabled organic growth and institutional-grade M&A [9]