Strategic Blueprint, an RIA in the SFA Partners family of firms, recruited three firms representing $200 million in client assets combined.
Two of the firms, AdvicePoint and The Wealth Plan Company, are located in Wilmington, North Carolina. The other, Clarity Financial Advisors, is based in Bothell, Washington, near Seattle.
“We’ve started the year strong by attracting practices searching for a partner with a strong culture, a long history of helping entrepreneurial advisors thrive and a reputation for providing unmatched transparency to its partners,” said Jamie Mackay, President and Chief Operating Officer at SFA Partners.
“I’m hopeful this is just the first of a series of additions to Strategic Blueprint, which is laser-focused on providing advisors with a deeper sense of community, access to senior leadership and the personalized service they deserve.”
All three advisory firms transitioned from Osaic. Launched in 2017, Strategic Blueprint has over $2.8 billion in assets. The announcement comes after the firm named Michael Bryan Chief Growth Officer last May.
“Advisors appreciate our simplified pricing model, smooth transition process and resources that enable them to enjoy the benefits of having their own RIA while being able to rely on a trusted partner to relieve some of the compliance and regulatory pressures associated with running a business in this industry,” Bryan said.
The SFA Partners family of firms also includes The Strategic Financial Alliance, a broker-dealer and RIA.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
