Acquiring Company
Aprio
Acquired Company
Garner Asset Management Corporation
AtlantaPlanoProfessional ServicesFinancial ServicesNon ProfitDescription
Aprio has acquired Garner Asset Management Corporation, a Plano, Texas-based registered investment adviser, effective November 2, 2026. The deal establishes a Dallas-Fort Worth presence for Aprio Wealth Management and is Aprio's first standalone wealth management acquisition. Garner joins as a partner and will expand coordinated investment, tax, and estate planning services across North Texas.
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Frequently asked
Who acquired Garner Asset Management Corporation?
Garner Asset Management Corporation was acquired by Aprio, based in Atlanta. The deal was reported on November 2, 2026. Aprio is a premier, full-service business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next. Aprio is privately held and operates in Professional Services.
When did Aprio acquire Garner Asset Management Corporation?
Aprio's acquisition of Garner Asset Management Corporation was reported on November 2, 2026. Aprio has acquired Garner Asset Management Corporation, a Plano, Texas-based registered investment adviser, effective November 2, 2026. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Garner Asset Management Corporation do?
Garner Asset Management is a fee-only, SEC-registered investment adviser founded in 1998 by Robert S. Garner. It advises high-net-worth individuals, retirees, holders of concentrated stock positions and multigenerational families. It is privately held, operating in Financial Services, and is based in Plano.
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