#United States #Richmond #AUM Growth #Wealthcare #Sammons Financial

Wealthcare's Unprecedented Growth in 2025

In a landmark year for Wealthcare Capital Management, the firm witnessed an impressive 32% growth in its assets under management (AUM), ending 2025 with over $10 billion under its stewardship. This growth not only represents a significant milestone for the company but also reflects its strategic initiatives and solid market presence.

Key Factors Behind Wealthcare's Success

Throughout 2025, Wealthcare's trajectory included notable partnerships, acquisitions, and an expanding advisor network. The firm's partnership with Sammons Financial Group, established after being acquired from NewSprings Holdings, played a pivotal role in its expansion plans. This partnership enhances Wealthcare's ability to provide innovative solutions to its clients, reaffirming its advisor-first approach.

1. New Partnerships and Expanding Services
One of the significant developments in 2025 was the company’s successful acquisitions, including Crowley Wealth Management, which was its largest acquisition to date. This move not only expanded the firm's client base but also diversified its service offerings, ultimately leading to enhanced client satisfaction.

2. Advisor-Driven Models and Growth
Wealthcare reported exceeding $900 million in AUM across 58 advisors utilizing their Advisor-Driven Models. This approach empowers financial advisors to maintain their investment strategies while benefitting from Wealthcare's trading and rebalancing support, embodying the firm's commitment to flexibility and independence for its advisors.

3. Growing Advisor Network
In 2025, Wealthcare welcomed 15 new advisors, bringing its total to 198 across 30 states. This expansion not only increases the firm's nationwide presence but also emphasizes its appeal among financial professionals seeking a supportive and growth-oriented environment.

A Look Ahead

Wealthcare's President Matt Regan expressed optimism about the firm’s future, stating that the momentum gained in 2025 would continue into 2026. The support from Sammons Financial Group, combined with the firm’s focus on personalized advisor experiences, positions Wealthcare to harness new growth opportunities in the advisory landscape.

The Flexible Affiliation Models

Wealthcare distinguishes itself in the market through its diverse affiliation models, which allow financial advisors to choose the structure that best supports their business and clients. Options include hybrid and fee-only 1099 models, W-2 affiliations, and acquisition opportunities. This adaptability ensures that advisors can retain their independence while benefiting from the extensive resources and technology that Wealthcare offers.

Commitment to Exceptional Value

As the firm continues on its upward trajectory, Wealthcare remains dedicated to delivering exceptional value through industry-leading back-office support and operational flexibility. The combination of a solid foundation and expanding capabilities prepares the firm for future challenges and opportunities, ensuring it can continue to attract more advisors to its community.

Our continued commitment to innovative solutions and robust support structures highlights Wealthcare's position as a distinguished player in the financial advisory sector. As we embrace future challenges and opportunities with excitement, the focus will remain on maintaining exceptional service for advisors and clients alike, reinforcing our place in this ever-evolving industry.