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Deals & Moves: $1B Maridea Lures LPL Team; $30B Waverly Expands in Washington
Yahoo Finance· 2026-03-20 16:41
Group 1: Maridea Wealth Management - Maridea Wealth Management acquired Chichester Financial Group, expanding its presence in Phoenix to two offices [2] - John Chichester Jr. will join Maridea as a senior financial planner, focusing on tax-oriented financial planning [3] - Maridea has grown to approximately $1 billion in assets under management, with seven offices and 40 staff since its launch in 2023 [4] Group 2: Waverly Advisors - Waverly Advisors acquired McBride Financial Advisors, a firm with $181 million in assets under management [5] - This acquisition marks Waverly's second transaction in the Pacific Northwest this year and its 31st acquisition since December 2021 [6] - Waverly oversees about $30.6 billion in client assets across 46 offices, focusing on high-net-worth individuals and corporate retirement plans [6] Group 3: Carson Group - Carson Group acquired Agrillo Financial Group, which serves approximately $160 million in advisory and retirement plan assets [7] - Theodore "Ted" Agrillo III leads the practice, which primarily serves individuals, families, and small business owners [8]