Apella Wealth Profile - Alaris Acquisitions

Apella Wealth

West Hartford, CT

Website:

https://apellawealth.com/

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West Hartford, CT

Website:

https://apellawealth.com/

Leadership Interview

Company Details

Approximate AUM

$10,500,000,000

Fee model

Fee Only Strict

Number of employees

175

Custodians

Schwab

Fidelity - IWS

Other

Description

Apella Wealth was founded in 2014 by Pat Sweeny and Jim Scanlan on a straightforward premise: independent financial advisors deserve the infrastructure, resources, and institutional support of a large firm without sacrificing the autonomy and entrepreneurial spirit that define the independent RIA model. Headquartered in West Hartford, Connecticut, Apella has grown into a national RIA with 33 offices spanning both coasts, serving thousands of individual and institutional investors across the country. The firm was built to free advisors from operational and compliance burdens so they can focus on what matters most: serving their clients. Under Sweeny and Scanlan's leadership, Apella has scaled through a combination of organic growth and strategic partnerships with aligned advisory firms, deepening its practice management capabilities and expanding its geographic footprint while maintaining a partnership-oriented culture grounded in long-term philosophical alignment. In September 2021, Wealth Partners Capital Group acquired a minority stake in Apella to support its inorganic growth strategy, and the firm has since completed 16 acquisitions. Today, Apella articulates its value proposition as a trusted, fee-only fiduciary advisor dedicated to bringing clarity, confidence, and coordination to every major financial decision, integrating investment management, tax strategy, retirement planning, estate coordination, and multigenerational wealth planning into a cohesive, personalized strategy for each client it serves.

Locations

1125 Berkshire Blvd Suite 150 Wyomissing PA 19610

4801 Courthouse St Suite 220 Williamsburg VA 23188

65 Memorial Rd Suite C340 West Hartford CT 6107

8 Haverhill St Topsfield MA 1983

1145 Broadway Suite 500 Tacoma WA 98402

56340 Main Rd Southold NY 11971

2040 Union St San Francisco CA 94123

11800 Sunrise Valley Dr Suite 800 Reston VA 20190

10 Weybosset St Suite 600 Providence RI 2903

815 Sleater Kinney Rd SE Suite 200 Olympia WA 98501

McLean VA 22101

1 Atlantic Ave Marblehead MA 1945

55 Main Street Lenox MA 1240

4900 Meadows Road Suite 130 Lake Oswego OR 97035

10305 Dutchtown Rd Suite 103 Knoxville TN 37922

5550 Wild Rose Ln Suite 400 Johnston IA 50131

4695 MacArthur Court Suite 1100 Irvine CA 92618

5011 Argosy Ave Suite 7, Huntington Beach CA 92649

Houston TX 77001

1861 S High St Harrisonburg VA 22801

1 Olde Towne Square Suite 300 Fredericksburg VA 22401

4085 Chain Bridge Rd Suite 300 Fairfax VA 22033

1180 Hanover Ave Davis CA 95618

Dallas TX 75201

676 N Michigan Ave 4th Floor Chicago IL 60611

1055 Westlakes Dr Suite 170 Berwyn PA 19312

10900 NE 4th St Suite 2300 Bellevue WA 98004

1 Market St Suite 3600 San Francisco CA 94105

2001 Addison St Suite 300 Berkeley CA 94704

100 Larkspur Landing Circle Suite 209 Larkspur CA 94939

Austin TX 78617

2 Concourse Pkwy NE Suite 500 Atlanta GA 30339

1997 Annapolis Exchange Pkwy Suite 300 Annapolis MD 21401

Services Offered

Exit Planning / Investment Banking Services

Executive Compensation Planning

Tax Planning

Corporate Trustee Services

Estate Planning

Financial Planning

Portfolio Management

Retirement / Income Planning

Sub Advisory Services to other advisors

Mortgage services

Other

Insurance

Hedge Fund Manager / Private Placement

Insurance (Employee Benefits)

Employee Benefits

Qualified / Non Qualified Plans

Tax Preparation

Recent News

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Match confidence

N/a

video Overview

Getting started

00:53

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

Match confidence

N/a

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AUM Growth

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Technology

Overview

Match confidence

N/a

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

Match confidence

N/a

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Data Room

Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

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Show your interest

Apella Wealth

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Apella Wealth's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Apella Wealth

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Apella Wealth's Ideal Partner

Company Videos

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