03.28.26

Cambridge Investment Research Acquires WealthPlanners To Boost Advisor Succession Strategy

by: Amit Chowdhry

Cambridge Investment Research has acquired WealthPlanners to strengthen its advisor succession and continuity strategy. The deal integrates WealthPlanners into a new group of employed advisors, forming Cambridge WealthPlanners, with a combined team overseeing more than $1 billion in assets, while maintaining leadership under former WealthPlanners owner Denny Gustin-Piazza. The acquisition supports Cambridge’s broader effort to help financial advisors transition ownership smoothly while preserving client relationships.

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