NorthRock Partners Adds Vantage Financial
NorthRock Partners has acquired Vantage Financial Partners, a Midwest advisory team overseeing approximately $950 million in assets under management and comprised of 19 professionals, including seven advisors. The transaction marks NorthRock’s second acquisition of the year and pushes the firm’s total assets past $12 billion, underscoring its momentum as a scaled, planning-led wealth platform.
Through the new partnership, Vantage advisors will tap into NorthRock’s Personal Office model, gaining access to in-house specialists across investments, tax, estate planning, insurance, legal, business services and philanthropy. The goal is to deliver more coordinated, multi-disciplinary advice to Vantage’s existing client base while enhancing growth capacity for the combined firm.
“Adding this talented team not only strengthens our Personal Office model, but it also expands our presence across the Midwest. It’s a strong way to begin the year as we continue welcoming advisors who align with our values and vision for modern, coordinated advice,” said Rob Nelson, CEO and Founder of NorthRock Partners.
For Vantage, the combination offers deeper resources and infrastructure without sacrificing its regional relationships or client service approach. For NorthRock, it extends the firm’s geographic footprint and bolsters advisor headcount at a time when demand for holistic, advice-centric wealth management continues to grow.
