Credent Wealth Management Expands Nationally with Strategic Acquisitions in 2026

Credent Wealth Management's Strategic Growth

Credent Wealth Management, operating under the name CX Institutional, LLC, has recently made significant strides towards expanding its reach within the financial advisory sector. On January 14, 2026, the Indiana-based firm, renowned as a fee-only Registered Investment Advisor (RIA), announced the acquisition of two notable partners: MainStreet Financial Advisors and First State Investment Advisors. This marks the beginning of 2026 with a determined focus on enhancing its national presence.

The acquisition includes MainStreet, a hybrid broker-dealer previously associated with Cambridge Investment Research in Kalamazoo, Michigan, and First State, an RIA located in Tulsa, Oklahoma. Through these strategic partnerships, Credent welcomes approximately $250 million in assets under management (AUM) along with 350 new clients, pushing its total AUM beyond an impressive $4.3 billion driven by a growing network of 14 offices across the country. Furthermore, four advisors and two staff members are joining Credent, enriching its capabilities while facilitating the ongoing commitment to a client-first philosophy.

David Hefty, CEO of Credent, expressed enthusiasm regarding the new collaborations: “We’re starting the year with meaningful momentum.” He emphasized that the inclusion of advisors from both firms reflects the firm’s attractiveness to talented advisors seeking a long-term home that supports independence and invests in its personnel. Hefty noted the firm’s values resonate well with MainStreet and First State, forming partnerships that bolster the firm’s foundations in community and client relationship management.

Strengthening Client Relationships and Advisor Independence

MainStreet's transition from a national broker-dealer emphasizes the increasing demand from financial advisors for greater autonomy and enhanced planning resources. Ruzza, the founder of MainStreet, highlighted that aligning with a fee-only model at Credent offers clients tailored financial guidance without sacrificing the personal touch they value. He expressed his satisfaction in knowing his clients are in excellent hands with a firm that prioritizes integrity and advocates for its clients' best interests.

Similarly, Matt Redmond, Vice President at First State, echoed Ruzza’s sentiments, stating that partnering with Credent provides the tools and support necessary to elevate service quality while staying true to their foundational values. With plans to establish a new office in Tulsa, Oklahoma, First State aims to extend Credent's regional footprint allowing for enhanced service and support to existing clients while attracting new ones.

These acquisitions are particularly pivotal following an announcement in December 2025 when Credent unveiled an expanded partnership with Crestline Investors. This collaboration is significant as it grants long-term capital, enabling a robust advisor onboarding process, succession planning, and platform improvements— all essential for supporting national expansion.

As Credent moves into 2026, it stands fortified by a solid capital base, opening the doors for both organic growth and strategic acquisitions. The firm views these steps as part of a clear, intentional growth strategy targeting the construction of what it calls a “forever firm”— a company dedicated to service excellence, planning, and strong client relationships.

This is now the tenth and eleventh acquisition that Credent has made in the past three years, pointing towards a definitive commitment to scale while maintaining service integrity. The firm is notably aiming to attract other financial entities interested in aligning with its vision, making it an enticing opportunity for prospective advisors assessing their future in the financial sector.

Explore Future Opportunities with Credent

Advisors intrigued by the chance to become part of a rapidly growing, client-focused firm are encouraged to explore partnership opportunities with Credent. With a reputation reinforced through various accolades including Forbes and Financial Advisor Magazine’s rankings, the firm's commitment to comprehensive financial planning remains clear. For additional details and avenues to join its expanding network, interested parties are invited to visit JoinCredentWealth.com.

Overall, the strategic acquisition of MainStreet Financial Advisors and First State Investment Advisors positions Credent Wealth Management not only to enhance its operational capacity but also to solidify its reputation as a leader in the financial advisory industry, effectively serving the best interests of clients across the nation.