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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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MCS Family Wealth Advisors

CRD: 106327
In network coverage since October 13, 2026 · 4 stories
$163MRegulatory AUMSEC Form ADV · Oct 24
2EmployeesForm ADV
2Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Regulatory AUM · Oct 17 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 0 incoming events · 2 outgoing events
Arrivals
None tracked.
Departures
Michael Stalker
Oct 14 · to Waverly Advisors
MCS Family Wealth Advisors LLC
Oct 14 · to Waverly Advisors
Deal recordFull tracker →
Oct 15, 26Deal announcedWaverly Advisors · $151M — coverage
Oct 12, 26Deal announcedWaverly Advisors · $151M — coverage
Network coverage
Deals & PE

Apella and Waverly announce RIA acquisitions of $261M and $151M

Four real estate deals closed in the same window and total $407.5 million, just under the $412 million from the two wealth-management transactions.
Deals & PE · Oct 17Apella acquiring Blue Spark; Waverly adding MCS; CohnReznick to add Aldrich
M&A · Oct 16Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors
M&A · Oct 13Waverly Advisors buys $151M Oregon RIA; Apella Wealth adds $261M Blue Spark
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