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FUNDRAISING NEWS | December 10, 2024

Apella Wealth Buys $218M RIA Barker Financial Group

Tags: RIA, Mergers / Acquisitions

Apella Wealth said it has purchased Topsfield, MA-based RIA Barker Financial Group, adding $218M in client assets and boosting Apella’s total AUM to $4.72B. 

Barker is led by James Barker, who began his advisory career in 1986 and founded the firm in 1998. He is joined by advisors Doug Huddleston and Mary Ellen DeRoche and a support staff of three. 

Terms of the transaction, which closed December 6, were not disclosed. It is Apella’s 19th acquisition and eighth since receiving financial backing from Wealth Partners Capital Group in September 2021.

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