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FUNDRAISING NEWS | January 10, 2025
Tags: RIA, Mergers / Acquisitions
GCG Advisory Partners, a wealth management firm based in Charlotte, NC, announced that it has acquired First Fidelity Financial Group, an Atlanta-based RIA with more than $170M in client assets.
The acquisition allows GCG AP to expand its footprint in the Atlanta market and increases its total assets under management to approximately $2.9B. Both firms are connected with Osaic, which GCG AP said will ensure a seamless transition for clients and advisors.
First Fidelity Financial is led by Ken Balch and was affiliated with Osaic through Woodbury Financial Services, according to his BrokerCheck profile. Joining him in the move to GCG AP is Lana Yakovleva, who served as First Fidelity’s director of operations.
Written By: Dakota
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