Acquisition · Adviser / wealth-management
Eagle Rock Wealth Management
Transaction overview
Reported joined
Exact closing date not established.
In an October 24, 2025 announcement, Xcelsior Advisor Partners welcomed Eagle Rock Wealth Management to its supported independence platform. This records a practice affiliation, not an asserted equity purchase. The reported $330 million in client assets is not consideration; the exact joining day was not stated.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Xcelsior Advisor Partners Welcomes Veteran Teams to its Growing Supported Independence Platform ↗
Official firm website · Published Oct 24, 2025
In an October 24, 2025 announcement, Xcelsior Advisor Partners welcomed Eagle Rock Wealth Management to its supported independence platform. This records a practice affiliation, not an asserted equity purchase. The reported $330 million in client assets is not consideration; the exact joining day was not stated.