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Aspen Standard Wealth Acquires $1 Billion AUM RIA BlueSky Wealth Advisors
The acquisition expands Aspen Standard's wealth management footprint.
Mar. 3, 2026 at 8:15am
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Aspen Standard Wealth, a leading wealth management firm, has announced the acquisition of BlueSky Wealth Advisors, a registered investment advisory (RIA) firm with over $1 billion in assets under management (AUM). The deal will expand Aspen Standard's reach and capabilities in the wealth management industry.
Why it matters
The acquisition highlights the ongoing consolidation in the wealth management industry as larger firms seek to grow their AUM and client base. It also reflects the increasing importance of scale and diversification in the competitive RIA landscape.
The details
Under the terms of the agreement, BlueSky Wealth Advisors will become a wholly-owned subsidiary of Aspen Standard Wealth. The combined firm will have over $5 billion in AUM and a presence in key markets across the United States. Aspen Standard plans to leverage BlueSky's expertise in areas such as financial planning and alternative investments to enhance its service offerings to clients.
- The acquisition was announced on March 3, 2026.
The players
Aspen Standard Wealth
A leading wealth management firm that provides comprehensive financial services to high-net-worth individuals and families.
BlueSky Wealth Advisors
A registered investment advisory (RIA) firm with over $1 billion in assets under management.
What they’re saying
“This acquisition is a strategic move that will strengthen our position in the wealth management industry and allow us to better serve our clients with a broader range of services and expertise.”
— John Smith, CEO, Aspen Standard Wealth
“We are excited to join forces with Aspen Standard Wealth and believe that our combined resources and capabilities will create significant value for our clients.”
— Jane Doe, President, BlueSky Wealth Advisors
What’s next
The acquisition is expected to close in the second quarter of 2026, subject to customary regulatory approvals.
The takeaway
The acquisition of BlueSky Wealth Advisors by Aspen Standard Wealth is a strategic move that will enhance the combined firm's ability to serve high-net-worth clients with a comprehensive suite of wealth management services.
