Deals Of The Day: The Latest In Wealth Management M&A – Moneco Advisors, Mercer. Savant

Editorial Staff

6 May 2026

Moneco Advisors
Moneco Advisors, a US RIA founded in 1980, has integrated three advisory teams: Keith Kolinsky, of Complete Financial Planning; David J Karachukl; and Tim Tymniak and Joe Tatusko of CFO Capital Management. The three firms collectively hold about $250 million in assets.

The additions bring the firm’s total to four completed integrations since December 2025.

Firm-wide, Moneco Advisors oversees more than $3 billion in total assets and operates from seven offices throughout New England and the New York City metropolitan area.

The teams will operate from Moneco Advisors’ offices in Fairfield, Connecticut, and Harrison, New York. The firm’s range of custodial relationships includes LPL Financial, Fidelity, Schwab, and Pershing.

In December 2025, Moneco Advisors launched Moneco Tax following the acquisition of Lichtenstein Financial. In total, Moneco Advisors employs 75 professionals, including over 40 advisors.

Mercer
Mercer Global Advisors has acquired Eagleson Arndt Financial Advisors, a Thousand Oaks, California-based, women-led wealth management firm with $100 million in assets under management.

Vicky Arndt, the founder of Eagleson Arndt, works with Kathryn Fried, client relationship manager, serving families, business owners and primary earners.

The partnership has expanded Mercer Advisors’ presence in Greater Los Angeles, where the firm has established offices in Woodland Hills, Encino and Century City, among other locations, enhancing its ability to serve clients across the region.

Savant
Savant Wealth Management, an RIA, has wrapped up partnerships with North Ridge Wealth Advisors and Desmond Wealth Management.

FP Transitions advised North Ridge Wealth Advisors on the transaction. Savant did not disclose financial terms for either deal.

North Ridge Wealth Advisors, based in Beaverton, Oregon, manages about $223 million in assets. Desmond Wealth Management is headquartered in Walnut Creek, California, with about $148 million in assets. As part of the agreement, Savant also acquired Desmond Consulting Group, which provides tax preparation and business advisory services to clients.

Savant now has 68 office locations in 27 states.