Curated News
By: NewsRamp Editorial Staff
July 15, 2025
Bluespring Wealth Partners Merger Creates $865M AUM Firm
TLDR
- Bluespring Wealth Partners merges Hickory Asset Management and Ritter Daniher Financial Advisory, creating a firm with over $865M in assets under management, offering clients expanded wealth management capabilities.
- The merger between Hickory Asset Management and Ritter Daniher Financial Advisory under Bluespring Wealth Partners combines over seventy years of financial experience to enhance client service and growth.
- This merger strengthens client relationships and ensures seamless financial planning, making tomorrow better by providing personalized wealth management solutions and peace of mind.
- Discover how a merger under Bluespring Wealth Partners unites two Ohio-based firms to oversee $865M in assets, blending decades of financial expertise for client success.
Impact - Why it Matters
This merger is significant as it combines the expertise and resources of two leading wealth management firms, offering clients enhanced services and greater accessibility to financial strategies. It reflects the growing trend of consolidation in the wealth management sector, aiming to provide more comprehensive solutions to clients. For individuals and businesses seeking financial advisory services, this merger means access to a broader range of expertise and potentially more robust financial planning options, ensuring their financial futures are in capable hands.
Summary
Bluespring Wealth Partners, a leading acquirer of independent RIAs and hybrid wealth management firms, has announced the merger of Hickory Asset Management, Inc. with Ritter Daniher Financial Advisory LLC (RDFA), creating a combined entity overseeing over $865M in assets under management. This strategic move unites two firms with aligned values and a shared commitment to customized wealth management solutions, promising enhanced services and continuity for their clients. The merger, supported by Bluespring's strength and scale, aims to expand wealth management capabilities and ensure seamless client care without disruption.
Key figures in this merger include Dan LeScoezec of Hickory and John Ritter of RDFA, both of whom express excitement about the alignment in values and client-first approach that this merger brings. With Dan LeScoezec set to retire in 2026, the Hickory name will remain until early 2026, marking a transitional period for the combined firms. Bluespring Wealth Partners, under the leadership of Pradeep Jayaraman, continues to support the growth and success of wealth management firms through strategic partnerships and operational resources.
Source Statement
This curated news summary relied on content disributed by citybiz. Read the original source here, Bluespring Wealth Partners Merger Creates $865M AUM Firm
