Wealth Partners Capital Group, LLC Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Wealth Partners Capital Group, LLC is a mid-sized financial services holding company based in West Palm Beach, Florida. It partners with a curated group of nationally recognized registered investment advisors, including MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors, True North Advisors, The Wealth Alliance, and MCF Advisors. The firm supports its partners' growth by offering opportunities for organic expansion and strategic M&A guidance to identify, evaluate, acquire, and integrate wealth-advisory practices.

As of December 31, 2025, WPCG had completed 191 M&A transactions for its partner firms, representing more than $112 billion in acquired assets under administration. In March 2025, MCF Advisors LLC announced a strategic partnership with WPCG, illustrating ongoing collaboration with RIAs. The company operates within the financial services sector and functions as a facilitator of growth and consolidation for wealth-advisory practices.

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