Apella Acquires Longview
On September 16, 2026, Apella Wealth (“Apella”) announced that it acquired Longview Financial Advisors (“Longview”). Under the terms of the transaction, which closed on September 15, 2026, the Longview team, including founder, Tim Harrington, will join Apella. Further terms of the deal were not disclosed.
Apella, based in West Hartford, Connecticut, is a registered investment advisor and wealth management firm offering financial planning and investment management services. Apella has approximately $12 billion in assets under management.
Longview, based in San Rafael, California, is a registered investment advisor offering financial planning and wealth management services to professionals, families and retirees. Longview has approximately $384 million in assets under management. Turkey Hill Management served as advisor to Longview in the transaction.
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