Apella Wealth (“Apella”), a financial advisory and wealth management firm serving individuals, families and businesses, announced that Longview Financial Advisors, LLC (“Longview”), based in San Rafael, CA, has joined the firm. The acquisition strengthens Apella’s presence in the Bay Area and expands its ability to serve clients in a key California market.

Longview serves professionals, families and retirees with a highly personalized approach to financial planning and wealth management. Led by Founder Tim Harrington, CFP®, the firm has built long-standing client relationships around independent advice and a focus on helping clients make informed financial decisions. Harrington will join Apella alongside the Longview team.

“Tim has built a firm with a strong client-first culture and a thoughtful approach to advice,” said Jim Scanlan, CEO of Apella. “Longview is a strong cultural and strategic fit for Apella, and we’re excited to welcome Tim and his team while continuing to grow our West Coast footprint.”

“We chose to join Apella because of the strong alignment in our investment philosophy, planning-led approach and client-first cultures,” said Tim. “This partnership allows us to expand the resources and expertise available to our clients while preserving the personal relationships, independent advice and fiduciary approach that have always defined Longview.”

This marks Apella’s 29th acquisition overall, and 18th with Wealth Partners Capital Group (“WPCG”), a financial services holding company that invested in Apella in September 2021.

“Tim and the Longview team’s evidence-based investment philosophy paired with holistic advice built around each client’s full financial picture aligns extremely well with Apella’s own approach,” said Madison Snider, Director at WPCG. “That shared foundation is what makes Longview such a natural fit as Apella continues to expand its presence nationally.”

The deal closed on September 15, 2026. As of closing, Apella has approximately $12 billion in assets under management.

Longview was represented by Jessica Polito of Turkey Hill Management, LLC for the transaction.

About Apella Wealth

Apella Wealth (“Apella”), founded in 2014, is a national RIA built around a select community of like-minded advisors who believe in evidence-based investing and detailed financial planning. Headquartered in West Hartford, CT, Apella offers a wide range of financial advisory services across multiple locations, spanning both coasts and serving thousands of individual and institutional investors. The firm’s financial advisors are dedicated to building lifelong client relationships and providing “Advice for Life.” For more information about Apella, please visit www.apellawealth.com.

About Wealth Partners

Wealth Partners Capital Group (“WPCG”) is a financial services holding company, which invests in and partners with select leading wealth management firms. WPCG supports its partners’ growth by providing capital, organic growth opportunities and strategic M&A expertise, identifying and evaluating wealth advisory practices for its partners to acquire and integrate. For more information, please visit www.wealthpcg.com.

Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. The information here is provided for general information purposes only and should not be considered a recommendation or personalized investment advice.

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