Wealthspire’s Fiducient Acquires Axia

INVESTMENT MANAGEMENT DEALS BLOG

April 23, 2026

On April 7, 2026, Wealthspire Advisors announced that its company, Fiducient Advisors, acquired Axia Advisory.

Wealthspire Advisors (“Wealthspire”) announced, on April 7, 2026, that its company, Fiducient Advisors, (“Fiducient”) acquired Axia Advisory (“Axia”). As of 2025, Fiducient is part of the broader Wealthspire entity. Under the terms of the transaction, Axia Advisory will continue to operate from its Indianapolis office under the Wealthspire brand. Further terms of the deal were not disclosed.

Wealthspire, based in New York, is a registered investment advisor offering wealth management, institutional consulting, business management, family office, and retirement plan advisory services. Wealthspire has more than $580 billion in assets under management or advisement.

Fiducient, based in Chicago, is a fee‑only registered investment advisor providing retirement plan advisory services, institutional investment consulting, and discretionary investment management services. Fiducient advises or manages approximately $97.5 billion in assets under management.

Axia, based in Indianapolis, is a fee-only registered investment advisor offering retirement plan consulting, investment consulting and discretionary investment management services. Axia has approximately $1.9 billion in assets under management or advisement.

To read the press release: please click here.

 

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