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Sunday, October 11, 2026The Morning Brief →Sign in
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BakerAvenue Wealth Management

In network coverage since October 7, 2026 · 4 stories
1Deals on our tracker
Deal recordFull tracker →
Oct 5, 26Deal announcedConstellation Wealth Capital · — coverage
Network coverage
M&A

Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock

Legacy Consulting is a Plano, Texas firm founded in 1997; Blue Rock is a Sussex County, Del. practice founded by Todd Roselle.
M&A · Oct 8Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets
Deals & PE · Oct 7Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue
M&A · Oct 7Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA
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