The Mather Group has partnered with Legacy Consulting Group, a Plano, Texas, firm, to deepen its presence in the Dallas-Fort Worth area, according to InvestmentNews' latest RIA moves column. Research drawn from the firms' announcement, dated October 7, 2026, puts Legacy at more than $400 million in assets under management.
Mather is a Chicago-based, fee-only firm, InvestmentNews reported. Company materials describe about $17 billion in assets, a focus on high-net-worth individuals and families, and 14 offices nationwide. Legacy was founded in 1997. Its partners Roger Shake and Steven Wachs each bring more than 35 years of industry experience, according to the announcement as published by IREI.
The same column tracked three other moves. In Tennessee, Summit Wealth Group added advisor Scott Hardy, who is leaving Commonwealth Financial Network. According to the firm's announcement, his practice represents roughly $189 million in client assets, and he will serve clients from Summit's existing Brentwood office.
Summit is headquartered in Colorado Springs and was founded in 2002, per its release. It serves individuals, families, business owners and ultra-high-net-worth families. The firm reported $2.1 billion in client assets as of May 2025, and InvestmentNews earlier reported it managed $3.1 billion after buying Premier Private Wealth in 2026.
Oxford Financial Group, based in Carmel, Indiana, named Neal Davis and Ashlee Walton managing directors in its Cincinnati office. Davis holds the CFA and CFP designations, and Walton is a CFP professional, according to Oxford's announcement. The company said the appointments are part of an expansion that has brought five new team members to the Cincinnati office in the past year. InvestmentNews has reported that Oxford oversees more than $38 billion in assets under advisement.
Verdence Capital Advisors, a private wealth advisory and multifamily office in Hunt Valley, Maryland, hired Craig Rauser from Fidelity, InvestmentNews reported. He joins the Naples, Florida, office as director and private wealth advisor and will work with ultra-high-net-worth individuals and families. Rauser has nearly two decades of industry experience.
Verdence reported about $5 billion in assets under management as of August 31, 2026, and says it has more than 50 team members. On its website, CEO Leo Kelly described the firm as in full build mode, with several acquisitions under letter of intent and a goal of passing $1 billion in acquired assets by the end of 2026.