WealthPlanners, LLC

Based in the US, WealthPlanners, LLC provides comprehensive wealth management and financial planning services for individuals and businesses, focusing on optimizing financial legacies and securing futures through tailored strategies. WealthPlanners, LLC specializes in wealth management and financial planning services. Founded in 1959, the company is headquartered in Des Plaines, US. It has completed a total of 1 deal.

The most recent deal occurred on March 26, 2026, when Cambridge Investment Research Advisors acquired WealthPlanners, LLC. Financial terms were not disclosed. WealthPlanners, LLC specializes in comprehensive wealth management and financial planning services designed for both individuals and businesses. The firm's core offerings include personal financial planning, investment planning, retirement planning, insurance analysis, and business-focused services such as business succession planning and key employee programs.

These services aim to address a variety of financial goals and challenges, including optimizing legacy wealth, managing investments, and securing financial futures for families and enterprises. WealthPlanners employs a consultative approach, emphasizing the importance of understanding clients' personal visions and goals before developing tailored financial strategies. The company serves a diverse client base across multiple geographical markets, focusing primarily on clients in the Midwest, particularly in Illinois, but also extending its services to clients in various states through remote consultations. WealthPlanners generates revenue primarily through fee-based advisory services, which include personalized financial planning and wealth management solutions.

Transactions typically involve direct engagements with clients, where services are rendered through structured agreements that may encompass ongoing financial planning fees, one-time consultations, or retainer arrangements. The pricing structure for these services is based on individual client needs and may vary according to the complexity and scope of the services provided, particularly for flagship offerings such as the Legacy Wealth Optimization System™ and various business coaching services. WealthPlanners has established a model that fosters long-term relationships with clients, thereby driving recurrent revenue through continuous support and advisory engagement. In March 2026, WealthPlanners, LLC was acquired by Cambridge Investment Research Advisors.

This acquisition is aimed at enabling advisor continuity and succession planning by serving as a long-term buyer for advisory businesses. Future growth plans include the design and launch of new products aimed at enhancing financial planning services and expanding their offerings to additional markets. The company plans to leverage this acquisition to enhance its service capabilities and reach clients in new geographic regions.