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Trusted by
Acquiring Company
AlphaCore Wealth Advisory
Acquired Company
Blue Rock Financial Group
San DiegoDelawareFinancial ServicesFinancial ServicesFinanceLendingDescription
AlphaCore Wealth Advisory has acquired Blue Rock Financial Group, enhancing its national resources and career opportunities for Blue Rock's employees. The merger integrates Blue Rock's experienced team into AlphaCore's operations while maintaining their local presence in Delaware. Founder Todd Roselle will continue as managing director, ensuring a smooth transition and ongoing client support.
Fundz sees it the moment AlphaCore Wealth Advisory makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired Blue Rock Financial Group?
Blue Rock Financial Group was acquired by AlphaCore Wealth Advisory, based in San Diego. The deal was reported on October 12, 2026. AlphaCore Wealth Advisory is an independent wealth firm based in La Jolla, California, aiming to expand nationally through strategic partnerships and talent acquisition. AlphaCore Wealth Advisory is privately held and operates in Financial Services.
When did AlphaCore Wealth Advisory acquire Blue Rock Financial Group?
AlphaCore Wealth Advisory's acquisition of Blue Rock Financial Group was reported on October 12, 2026. AlphaCore Wealth Advisory has acquired Blue Rock Financial Group, enhancing its national resources and career opportunities for Blue Rock's employees. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Blue Rock Financial Group do?
Blue Rock Financial Group is a financial advisory firm founded in Wilmington in 2012. It focuses on advising business owners and affluent families, emphasizing client engagement and personalized financial solutions. It is privately held, operating in Financial Services, and is based in Delaware.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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