Deals & Moves: $1B Maridea Lures LPL Team; $30B Waverly Expands in Washington

You tin find archetypal nonfiction present WealthManagement. Subscribe to our escaped regular WealthManagement newsletters.

Maridea Wealth Management acquired Chichester Financial Group, a Phoenix-based advisory steadfast that had been with LPL Financial. 

The determination expands acquisitive Maridea’s beingness successful the portion to 2 offices, pursuing the constitution of its archetypal Phoenix determination successful September 2025. 

John Chichester Jr., laminitis of CFG, volition articulation Maridea arsenic a elder fiscal planner with a specialty successful tax-focused fiscal planning. He is joined by Stephanie Bawolek, manager of fiscal planning, and 3 different unit members. 

“Maridea’s high-growth trajectory, entrepreneurial culture, and semipermanent imaginativeness were cardinal factors that attracted my squad and maine to this partnership,” Chichester said successful a statement.

CFG brings status program expertise, including 401(k) program plan for concern owners, subordinate acquisition and tax-efficient status strategies.

The Brooklyn-based Maridea has grown to astir $1 cardinal successful assets nether management, 7 offices, and 40 unit since launching successful 2023. In May of 2025, it sold a number stake to 119th Street Capital and Pelican Capital to money acquisitions and partnerships.

Waverly Advisors acquired McBride Financial Advisors, a Seahurst, Wash.-based steadfast with $181M successful AUM. 

Founded by Michael McBride, the steadfast offers financial, status and property and spot planning, with options to instrumentality taxation and philanthropic strategies. McBride volition articulation Waverly arsenic a wealthiness advisor. 

The woody is Waverly’s 2nd Pacific Northwest transaction this year, and the Birmingham, Ala.-based RIA's 31st acquisition since selling a number involvement to Wealth Partners Capital Group and HGGC’s Aspire Holdings level successful December 2021.

Waverly oversees astir $30.6 cardinal successful lawsuit assets retired of 46 offices. Its advisors are focused connected high-net-worth individuals, firm status plans and organization clients.

Carson Group continues its progressive 2026 with the acquisition of Agrillo Financial Group, a Bethpage, N.Y.-based signifier serving astir $160 cardinal successful advisory and status program assets, arsenic a caller autarkic office. Agrillo had been a spouse of the Pinnacle Financial Group.

Theodore “Ted” Agrillo III leads the signifier arsenic a wealthiness advisor, portion his mother, Katherine “Dee” Agrillo, who founded the steadfast successful the mid-1990s, continues to enactment there. The signifier chiefly serves individuals, families and tiny concern owners, with a absorption connected women, widows and pre-retirees.