Apella Wealth Adds PBMares Wealth Management, Strengthening Mid-Atlantic Footprint 

Headquartered in Williamsburg, Virginia, PBMares Wealth Management brings a client-first advisory approach alongside deep CPA and tax planning expertise—an increasingly important differentiator as high-net-worth clients seek more coordinated financial, tax, and estate planning solutions. 

“We are thrilled for the PBMares wealth team to join Apella and to continue a strategic relationship with PBMares LLP,” said Jim Scanlan, president of Apella. “Their philosophy aligns closely with ours, and their combined wealth advisory and CPA background meaningfully strengthens our platform.” 

Apella CEO Pat Sweeny said the addition reflects the firm’s continued focus on thoughtful expansion through culturally aligned partnerships. “Welcoming PBMares into the Apella community marks an exciting milestone. Together, we will broaden our impact and further elevate the level of service we provide to clients across the region,” he said. 

The transaction closed on December 31, 2025, and represents Apella’s 25th acquisition overall and 14th since partnering with Wealth Partners Capital Group (WPCG), which made a strategic investment in Apella in September 2021. As of closing, Apella is approaching $10 billion in assets under management, underscoring the firm’s steady momentum in the national RIA consolidation landscape. 

The PBMares combination follows Apella’s September addition of Park Piedmont Advisors, an Illinois-based RIA overseeing approximately $1 billion in AUM, further highlighting Apella’s strategy of pairing geographic expansion with specialized planning expertise.