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, Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance, MCF Advisors and Verdence Capital 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 March 31, 2026, WPCG has executed 197 M&A transactions on behalf of its partner firms, representing over $115 billion in acquired AUA.