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Kestra's Bluespring Buys $2.3B Massachusetts-Based RIA
Yahoo Finance· 2026-02-10 12:30
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Bluespring Wealth Partners, the Austin, Texas-based registered investment advisor arm of Kestra Holdings, has acquired Plymouth, Mass.-based SHP Financial, adding $2.3 billion in assets under management and expanding its presence in New England. The acquisition brings to Bluespring’s W-2 model a 50-person team, including seven producing advisors and 18 financial services professionals, ac ...