Apella Wealth Acquires California RIA with $384M in AUM

Apella Wealth has added a California-based wealth management firm that oversees about $384 billion in assets under management, bolstering the firm’s presence in the Bay Area market. 

San Rafael, CA-based Longview Financial Advisors, which was founded in 2018, is led by founder Tim Harrington and offers wealth management services, including financial planning to high-net-worth clients, including financial professionals, families, and retirees. 

Longview Financial Advisors includes senior wealth advisor Colleen Harrington and client relationship specialist Melissa Farber, according to the firm’s page on Apella Wealth’s website. 

“This partnership allows us to expand the resources and expertise available to our clients while preserving the personal relationships, independent advice and fiduciary approach that have always defined Longview,” Tim Harrington said. 

The transaction, which closed on September 15, marking Apella’s 29th transaction and 18th since partnering with Wealth Partners Capital Group, which invested in Apella in September 2021. 

Apella’s recent acquisition follows its deal merely a few days ago of Mount Pleasant, SC-based Morris Financial Concepts, which manages about $544 million in total client assets. 

West Hartford, CT-based Apella Wealth, founded in 2014, oversees about $12 billion in assets under management, according to the firm. 

Pictured: Tim Harrington