Acquiring Company
Aprio Wealth Management
Acquired Company
Garner Asset Management Corporation
AtlantaPlanoFinancial ServicesConsultingLegalFinancial ServicesNon ProfitDescription
Aprio announced the acquisition of Garner Asset Management Corporation, a Plano-based investment adviser, effective November 2, 2026. Garner joins Aprio Wealth Management, establishing its presence in the Dallas-Fort Worth market. The deal is Aprio's first standalone wealth management acquisition and follows Prism Financial Group in late 2025. DeVoe & Company advised Garner on the transaction.
Who to call at Aprio Wealth Management, and when
When Aprio Wealth Management changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Aprio Wealth Management raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Aprio Wealth Management, from your own LinkedIn network
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Frequently asked
Who acquired Garner Asset Management Corporation?
Garner Asset Management Corporation was acquired by Aprio Wealth Management, based in Atlanta. The deal was reported on November 2, 2026. Aprio Wealth Management is the wealth management arm of Aprio, a business advisory and accounting firm ranked as the 20th largest in the U.S. Aprio Wealth Management is privately held and operates in Financial Services.
When did Aprio Wealth Management acquire Garner Asset Management Corporation?
Aprio Wealth Management's acquisition of Garner Asset Management Corporation was reported on November 2, 2026. Aprio announced the acquisition of Garner Asset Management Corporation, a Plano-based investment adviser, effective November 2, 2026. Garner joins Aprio Wealth Management, establishing its presence in the Dallas-Fort Worth market. 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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