Credent Wealth Management
Credent Wealth Management is a fee-only Registered Investment Advisor serving high-net-worth individuals and families through financial planning, investment management, and retirement services. The Auburn, Indiana-based firm has scaled to over $4.3 billion in AUM across 14 offices via an aggressive acquisition strategy backed by Crestline Investors.
- Company typePrivate
- Founded2018
- HeadquartersAuburn, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Credent Wealth Management does
Credent Wealth Management is a fee-only Registered Investment Advisor (RIA) headquartered in Auburn, Indiana, providing financial planning, investment management, retirement plans, and consulting services primarily to high-net-worth individuals and families. Founded in 2018, the firm has scaled rapidly through an acquisition-driven roll-up strategy, executing 13 acquisitions in six years to reach over $4.3 billion in assets under management across 14 offices in Indiana, Ohio, Michigan, Minnesota, Wisconsin, and Oklahoma as of early 2026.
The firm's core technology is its Advisor Solutions Platform and a Unified Managed Account offering that integrates acquired advisory firms onto a common investment and operations backbone. The platform supports portfolio management, client services, tax management strategies, and business operations for onboarded advisors, while enabling Credent to integrate acquired firms under retained local brands (e.g., Clarify Wealth Management, Personal Wealth Partners, TFG Advisors, MainStreet Financial Advisors, First State Investment Advisors).
Credent generates revenue through AUM-based asset management fees under a recurring subscription model. The firm is private and majority-owned by founding management, with Texas-based Crestline Investors providing over $300 million in cumulative capital commitments (initial $150M in July 2024 and an additional $150M in December 2025) to fund acquisitions and platform development while Credent maintains operational independence and a fiduciary, fee-only client-first philosophy.
Credent Wealth Management firmographics
Firmographics- Name
- Credent Wealth Management
- Legal name
- Credent Wealth Management
- Website
- https://credentwealth.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Credent Wealth Management is a fee-only Registered Investment Advisor serving high-net-worth individuals and families through financial planning, investment management, and retirement services. The Auburn, Indiana-based firm has scaled to over $4.3 billion in AUM across 14 offices via an aggressive acquisition strategy backed by Crestline Investors.
- Ownership category
- akta.pro rank
Credent Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Open-End Investment Funds (525910)
- SIC
- Miscellaneous Business Credit Institution (6159), Finance Services (6199)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Robo-Advisors & Digital Wealth Managers (FSAAAAAD)
Keywords
Where Credent Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Auburn
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Credent Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Asset Management Fees (AUM-based): Fee-only registered investment advisor generating revenue through assets under management fees. Credent earns fees based on the total AUM it manages across its acquired wealth management firms.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Credent Wealth Management product offering
Product offeringCore offering
Credent Wealth Management is a fee-only Registered Investment Advisor providing financial planning, investment management, retirement planning, and tax management services to high-net-worth individuals and families. The firm operates an Advisor Solutions Platform and a Unified Managed Account platform that deliver portfolio management and operational support across its network of acquired advisory firms.
Product overview
Credent Wealth Management is a fee-only Registered Investment Advisor (RIA) that operates as a unified wealth management platform. The company offers financial advisory services primarily through its Advisor Solutions Platform, which supports portfolio management, client services, and business operations for financial advisors. The platform facilitates the company's acquisition-based growth strategy, enabling newly acquired firms to integrate under the Credent brand while maintaining their local operations. The company also provides access to Unified Managed Account platforms and tax management strategies for clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Advisor Solutions Platform A comprehensive wealth management platform designed for financial advisors that supports M&A activities, business investment, and platform development. It enables Credent's acquisition strategy and provides acquired firms with tools to manage client portfolios, tax management strategies, and operational infrastructure while retaining local autonomy.
- Unified Managed Account Platform An investment management platform providing clients and acquired firms with access to unified managed accounts for more agile and integrated portfolio management across asset classes, combined with enhanced tax management strategies.
- Financial Planning Services Comprehensive financial planning services for high-net-worth individuals and families, covering investment planning, retirement planning, and tax management strategies delivered through a fee-only fiduciary model.
- Retirement Planning Services Retirement planning and income strategy services provided to high-net-worth individuals and families as part of Credent's integrated wealth management offering.
- Tax Management Strategies Enhanced tax management strategies delivered to clients of acquired firms, including tax-loss harvesting, asset location, and coordinated tax-efficient portfolio construction enabled by the Unified Managed Account platform.
Quantifiable outcome
- Assets under management grew from $2.6B (2024) to over $4B (2025-2026)
- +1 more outcomes
Companies that use Credent Wealth Management
Customer profileSegments1 record
Ideal customer profiles2 records
Credent Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Credent Wealth Management partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor.
- MainStreet Financial AdvisorsminorMichigan-based MainStreet Financial Advisors was acquired by Credent Wealth Management, bringing approximately $125 million in AUM and around 175 clients. The acquisition integrates MainStreet onto Credent's platform with enhanced tax management strategies and access to the Unified Managed Account platform.
- First State Investment AdvisorsminorTulsa-based First State Investment Advisors was acquired by Credent Wealth Management, bringing approximately $125 million in AUM and around 175 clients. The acquisition provides clients with access to new technologies, enhanced tax management strategies, and comprehensive financial planning.
- TFG AdvisorsminorMichigan-based TFG Advisors, managing $420 million in assets under management, was acquired by Credent to expand its presence in Michigan. This acquisition strengthens Credent's Midwest footprint.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
Credent Wealth Management competitors and assessment
Company assessmentDirect peers
- Wealth Enhancement Group: PE-backed (Lightyear/TA Associates) national RIA consolidator that has executed dozens of acquisitions of independent wealth management firms. Directly comparable in M&A-led growth strategy, advisor-retention model, and mid-market HNW client focus.
- Carson Group: Private equity-backed RIA and advisor support platform serving independent financial advisors through coaching, technology, and M&A partnerships. Comparable to Credent in advisor-centric culture, fee-based RIA model, and use of acquisitions to scale.
- Mercer Advisors: PE-backed (Oak HC/GTCR) national RIA with active M&A program targeting independent advisory firms for tuck-in acquisitions. Comparable in fee-only RIA model, succession planning for founders, and aggressive acquisition cadence.
- CAPTRUST: Large independent RIA serving institutional and HNW clients, with a longstanding M&A program acquiring regional advisors. Comparable to Credent in fee-only RIA structure, M&A-led growth, and emphasis on integrated platform services.
- Hightower Advisors: Partnership-model RIA platform that adds independent advisor teams through equity arrangements and shared services. Comparable to Credent in founder-succession value proposition, AUM scale, and advisor retention orientation.
- Edelman Financial Engines: Large national RIA combining traditional wealth advisory with mass-affluent workplace retirement plan services. Comparable to Credent in fee-only RIA model, scale across multiple offices, and platform-based service delivery.
- Focus Financial Partners: KKR-backed RIA consolidator and the category leader, partnering with high-net-worth advisory firms through minority equity stakes and shared services. Most directly comparable to Credent given its PE sponsorship, M&A roll-up strategy, and fee-only RIA positioning.
- Mariner Wealth Advisors: PE-backed (Inspire/RBC) RIA consolidator serving ultra-HNW and institutional clients with a national footprint. Directly comparable to Credent in M&A-driven scale strategy, fee-only RIA structure, and integrated wealth platform offering.
Broad incumbents
- Cetera Financial Group: Large network of independent broker-dealer and RIA firms owned by Genstar Capital. Comparable to Credent in supporting independent advisor firms, but broader in scope across brokerage, advisory, and insurance channels.
- LPL Financial: Public (NASDAQ: LPLA) largest independent broker-dealer and RIA custodian supporting thousands of independent advisors. Comparable as an industry incumbent providing platform services to RIAs, though at much greater scale and with broader financial-services footprint.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Credent Wealth Management social profiles
Digital presenceCredent Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Credent Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Credent Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries5 records
Credent Wealth Management funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Credent Wealth Management M&A and investment
M&A and investmentM&A5 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Credent Wealth Management
What does Credent Wealth Management do?
Credent Wealth Management is a fee-only Registered Investment Advisor providing financial planning, investment management, retirement planning, and tax management services to high-net-worth individuals and families. The firm operates an Advisor Solutions Platform and a Unified Managed Account platform that deliver portfolio management and operational support across its network of acquired advisory firms.
Is Credent Wealth Management a public or private company?
Credent Wealth Management is a private company. It is classified as private equity controlled and is currently operating.
When was Credent Wealth Management founded?
Credent Wealth Management was founded in 2018. It employs 51 to 100 people.
Where is Credent Wealth Management based?
Credent Wealth Management is headquartered in Auburn, United States, in the North America region.
How does Credent Wealth Management make money?
One revenue line is on record: asset Management Fees (AUM-based).
Who are Credent Wealth Management's main competitors?
Direct peers on record are Wealth Enhancement Group, Carson Group, Mercer Advisors, CAPTRUST, Hightower Advisors, Edelman Financial Engines, Focus Financial Partners and Mariner Wealth Advisors. Broad incumbents are Cetera Financial Group and LPL Financial.
Does Credent Wealth Management have an API?
No public API is recorded for Credent Wealth Management.
What industry is Credent Wealth Management in?
Credent Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6159.