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Private Wealth Daily
NewsM&A

Bluespring buys Whitaker-Myers wealth business with $920M in client assets

The deal takes River Valley, Bluespring's platform, to $2.4 billion in client assets and 44 team members across three states.

$920MWhitaker-Myers client assets acquired by Bluespring

By the M&A desk3 min read

At a glance

  1. Whitaker-Myers joins River Valley, the platform Bluespring formed in July 2026 by combining Joule Financial and Ritter Daniher Financial Advisory.
  2. The acquired book is about 38% of River Valley's $2.4 billion in client assets, which now spans Ohio, Kentucky and South Carolina with 44 team members.
  3. For the Whitaker-Myers team, the deal means a larger platform and, Whitaker-Myers president Young said, a partner to help develop young advisors on a bigger scale.

Bluespring Wealth, the hybrid RIA arm of Kestra Holdings, acquired the wealth management business of Whitaker-Myers, a Wooster, Ohio firm with about $920 million in client assets, WealthManagement.com reported. Terms were not disclosed.

Whitaker-Myers joins River Valley, the platform Bluespring formed in July 2026 by combining Joule Financial and Ritter Daniher Financial Advisory.

The acquired book is about 38% of River Valley's $2.4 billion in client assets, which now spans Ohio, Kentucky and South Carolina with 44 team members.

For the Whitaker-Myers team, the deal means a larger platform and, Whitaker-Myers president Young said, a partner to help develop young advisors on a bigger scale. The practice has more than 20 team members. Bluespring did nine deals totaling $6 billion in assets in 2025, and, as Private Wealth Daily previously reported, it folded Family Wealth Counseling into KDI Wealth Management in October.

Reported by the M&A desk from WealthManagement.com. Published . Corrections

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