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Coastal Bridge Advisors, Waddell & Associates, and One Charles Private Wealth have completed a three-way strategic merger, the firms announced from Westport, Connecticut on July 2, 2026.
The combination pools client resources, technology infrastructure, and advisory capabilities across the three independent wealth managers, reflecting the accelerating consolidation reshaping the independent registered investment adviser space.
The Deal and What It Combines The newly merged organization brings together Coastal Bridge Advisors — known by the abbreviation CBA — alongside Waddell & Associates and One Charles Private Wealth under a single combined entity.
The firms described the transaction as a strategic combination rather than an acquisition, suggesting a structure designed to preserve each practice's client relationships while integrating their operational and technology stacks.
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