On November 20, 2025, Kestra Financial announced that it acquired Grandview Partners.
Kestra Financial (“Kestra”) announced, on November 20, 2025, that it acquired Grandview Partners (“Grandview”). Under the terms of the transaction, Grandview’s ten-person team, including founders Douglas Mavilia, Timothy Ryan, and Peter Smith, will join Kestra. Further terms of the deal were not disclosed.
Kestra, based in Austin, Texas, is a wealth management platform and a division of Kestra Holdings. Kestra oversees $142 billion in assets under advisement through its subsidiaries.
Grandview, based in Westwood, Massachusetts, is a registered investment advisor offering financial planning and asset management services. Grandview manages approximately $800 million in assets under management.
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