A roundup published by PLANADVISER on October 1, 2026, reported four adviser or team affiliations and one wealth-management acquisition. The moves involved Lakewood Wealth Management, two teams joining OnePoint BFG Wealth Partners, the launch of Heritage Financial & Investment Services, Ecclesiastes Wealth Partners, and Waverly Advisors’ acquisition of Heartwood Wealth Advisors. The reported asset figures are firm- and transaction-specific, measured on different dates and not directly comparable.
What happened in the October 1 roundup?
The developments were not all acquisitions: most were adviser or team affiliations with new platforms, while Waverly Advisors’ purchase of Heartwood Wealth Advisors was an acquisition. PLANADVISER reported the following details in its October 1, 2026 roundup.
| Move | Reported assets and measurement date | Stated details |
|---|---|---|
| Lakewood Wealth Management joins LPL Financial | Approximately $170 million in advisory, brokerage, and retirement-plan assets as of year-end 2025 | Three advisers moved from Cambridge to LPL’s broker/dealer and registered investment adviser platforms. |
| Two teams join OnePoint BFG Wealth Partners | Approximately $235 million combined AUM; individual figures have different or incompletely specified dates | The teams were led by Theodore Kuczarski and Mark Hoffman. |
| Heritage Financial & Investment Services launches through Carson Group | Approximately $120 million served; no as-of date stated | Nikki Lude and Ciara Stewart joined Carson’s independent adviser channel from Commonwealth Financial Services to launch the firm. |
| Ecclesiastes Wealth Partners joins Kestra Financial | Approximately $550 million in client assets; no as-of date stated | The Texas-based firm joined Kestra’s network. |
| Waverly Advisors acquires Heartwood Wealth Advisors | Heartwood: approximately $1.7 billion AUM as of September 22. Waverly: approximately $36.5 billion in assets as of September 25. | The transaction closed September 25; Heartwood’s leadership and nine-person team were to join Waverly. Terms were not disclosed. |
These figures use different measures, including AUM, client assets, assets served, and combined advisory, brokerage, and retirement-plan assets. Several dates are absent or do not specify a year, so the values should not be treated as like-for-like comparisons or current firm totals.
Who joined LPL Financial?
Harrison Kennard, Charles Dobben, and Justin Pandy joined LPL Financial LLC from Cambridge, moving onto its broker/dealer and registered investment adviser platforms. PLANADVISER reported that their Lakewood Wealth Management team served approximately $170 million in advisory, brokerage, and retirement-plan assets as of year-end 2025.
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Lakewood is based in Ann Arbor, Michigan, and offers comprehensive planning that includes tax planning, estate planning, and wealth management strategies. The announcement cited LPL’s resources, technology, and “commitment to adviser independence” as reasons for the move. The roundup described LPL as supporting more than 32,000 financial advisers and servicing and custodying approximately $2.6 trillion in brokerage and advisory assets; those are figures reported in the October 1 article, not independently refreshed totals.
Which teams joined OnePoint BFG?
OnePoint BFG Wealth Partners added two teams with approximately $235 million in combined AUM, according to PLANADVISER.
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Theodore Kuczarski
Kuczarski is based in Tampa. His reported AUM was $85 million as of December 31, 2025. The roundup describes him as having nearly 20 years of experience in financial planning and wealth management, including retirement, tax efficiency, insurance, and estate planning.
Mark Hoffman
Hoffman joined OnePoint BFG’s Atlanta office from Lanier Asset Management. His reported AUM was $150 million as of June 30; PLANADVISER did not specify the year in that sentence. The article also said OnePoint BFG had more than $18 billion in AUM as of June 30, without specifying the year.
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What is Heritage Financial, and who launched it?
Wealth advisers Nikki Lude and Ciara Stewart joined Carson Group’s independent adviser channel from Commonwealth Financial Services to launch Heritage Financial & Investment Services. PLANADVISER reported that the women-led team serves approximately $120 million, with no measurement date stated.
Heritage serves families in southeastern Ohio, including retirees, pre-retirees, small-business owners, and women navigating major life transitions. Lude and Stewart cited Carson’s “transparent approach,” investment flexibility, back-office support, tax-planning resources, and technology. The roundup described Carson Group as having more than $65 billion in AUM, but gave no as-of date for that figure.
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What does Ecclesiastes Wealth Partners’ move to Kestra involve?
The Texas-based Ecclesiastes Wealth Partners joined Kestra Financial’s network. Its professionals oversee approximately $550 million in client assets, according to the October 1 roundup; no as-of date was supplied. The firm specializes in comprehensive financial planning, investment management, and multigenerational wealth planning.
The article said the Kestra partnership provides access to expanded wealth-management platform capabilities, integrated technology, business-consulting resources, and marketing support.
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What happened to Heartwood Wealth Advisors?
Waverly Advisors acquired Richmond-based Heartwood Wealth Advisors in a transaction that closed September 25, 2026. Heartwood had approximately $1.7 billion in AUM as of September 22, according to PLANADVISER. Financial and legal terms were not disclosed, and Heartwood’s leadership and nine-person team were to join Waverly.
Waverly was reported to manage approximately $36.5 billion in assets as of September 25, 2026. The firm serves high-net-worth individuals and families, corporate retirement plans, and institutional clients.
Quick Recap
How to interpret the reported asset figures
- They are not a single standardized measure. The roundup refers variously to AUM, client assets, assets served, and advisory, brokerage, and retirement-plan assets.
- Dates matter. Lakewood’s figure is dated to year-end 2025; Heartwood’s and Waverly’s figures are dated September 22 and September 25, respectively. Hoffman’s and OnePoint BFG’s June 30 dates are reported without a year, while Heritage and Ecclesiastes have no as-of dates stated.
- They do not establish a market trend. The roundup reports these specific firm moves and supplies no general statistic about advisory M&A activity.
- The article is a dated snapshot. Affiliations, assets, and transaction status may change after publication and require current verification.
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