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Constellation Wealth Capital

CHICAGO, IL

CRD: 326917

In network coverage since August 14, 2026 · 7 stories

$2.5BRegulatory AUMSEC Form ADV · Oct 3

20EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Aug 16 – Oct 3

Deal recordFull tracker →

Oct 5, 26Deal announcedBakerAvenue Wealth Management · — coverage

Aug 24, 26Deal announcedConfluence Financial Partners — coverage

Network coverage

M&A

Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets

Hightower says Naples would be the first existing Hightower advisory practice to join Bahnsen under the parent's flagship franchise model, with the deal expected to close at year's end.

Deals & PE · Oct 7Bluespring folds Family Wealth Counseling into KDI; AlphaCore adds Blue Rock; Constellation backs BakerAvenue

M&A · Oct 7Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA

The Close · Sep 22Merit's succession shows the deal pipeline is now the hiring pipeline

move · Sep 21Merit's $888 million Commonwealth hire was paid partly in equity

M&A · Aug 25Confluence minority stake is a growth bet

M&A · Aug 14Merit Financial acquires $900M Bridgeway Group

Constellation Wealth Capital

Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets

The Morning Brief