Apella Capital Expands West Coast Presence with Addition of $489 Million RIA
Apella Capital LLC, a financial advisory and wealth management firm with $1.5 billion in assets, announced that Vestory, a registered investment advisor headquartered in Bellevue, Washington, has joined the firm.
Apella Capital LLC, a financial advisory and wealth management firm with $1.5 billion in assets, announced that Vestory, a registered investment advisor headquartered in Bellevue, Washington, has joined the firm.
Vestory has $489 million in assets under management, and provides clients with financial planning, portfolio creation, asset management, and income management.
Founded in 2009 by chief executive officer Tom Cock and education director Don McDonald, the Vestory team brings more than 50 years of collective experience, along with a podcast and Seattle radio show “Talking Real Money.”
Prior to becoming an advisor, Cock managed radio stations and hosted a weekly PBS television program, “Serious Money.” McDonald was the host of a nationally syndicated talk radio program, “The Don McDonald Show,” for more than 20 years.
“Since our inception, Vestory has been laser-focused on financial education and helping our clients prepare for the future,” said Cock. “As financial advisors, we have a responsibility to our clients to manage their wealth well beyond our tenure. Apella is aligned with our commitment to academic research and financial planning, and we are confident that joining forces is absolutely in the best interest of our clients.”
This is Apella’s second transaction in 2020. In January, the firm added Dallas-based Bacon Financial Group.
Apella Capital is an RIA headquartered in Glastonbury, Connecticut, and, including Vestory’s Bellevue location, has nine offices around the country in Massachusetts, Rhode Island, New York, Tennessee, Texas, Colorado, and California. Apella was founded in 2014 and is an affiliate of Symmetry Partners, which manages more than $7.6 billion in AUA.
