On April 1, 2026, NorthRock Partners announced its acquisition of Vantage Financial Partners.
NorthRock Partners (“NorthRock”) announced, on April 1, 2026, its acquisition of Vantage Financial Partners (“Vantage”). Under the terms of the acquisition, 19 Vantage team members, including seven advisors, will join NorthRock. Further terms of the transaction were not disclosed.
NorthRock, based in Minneapolis, Minnesota, is a registered investment advisor specializing in holistic wealth management strategies, integrating public equities, fixed income, alternative investments, and personalized financial planning. NorthRock manages over $12 billion in assets.
Vantage, based in Elm Grove, Wisconsin, is a registered investment advisor offering wealth management, fiduciary-focused planning, tax planning and financial advisory services. Vantage has approximately $950 million in assets under management.
To read the press release: please click here.