Wealthcare Adds 26 Advisors, $1.8 Billion AUM a Year After Sammons Deal
Updated
Updated · Wealth Management · Jun 18
Wealthcare Adds 26 Advisors, $1.8 Billion AUM a Year After Sammons Deal
1 articles · Updated · Wealth Management · Jun 18
Summary
$1.8 billion in added assets and 26 new advisors marked Wealthcare’s first year under Sammons Financial Group, including December’s purchase of $417 million Crowley Wealth Management.
About $900 million of 2026 deals signed or under letters of intent reflects Wealthcare’s push into larger practices, which CEO Matt Regan said was enabled by Sammons’ permanent-capital backing.
That backing is also reshaping the platform: Wealthcare staff now hold Sammons shares through an ESOP, and the firm is coordinating M&A with sibling RIA NorthRock Partners.
A fourth-quarter or early-2027 program could let Midland National agents plug into Wealthcare’s platform, extending Sammons’ wealth buildout beyond annuities while Beacon strategies are integrated into the offering.