Bleakley Financial Group Expands Nationally with the Addition of Two Advisory Teams from Northwestern Mutual

Continued momentum reflects Bleakley’s ability to attract top talent, broaden capabilities and deliver a differentiated advisor and client experience

Bleakley Financial Group (“Bleakley”), a dynamic wealth advisory and financial planning firm, today announced the expansion of its national footprint with the addition of two top-performing advisory teams from Northwestern Mutual. Together, these teams represent more than $1 billion in client assets and mark a significant growth milestone across key markets in Virginia, Florida and Idaho. The addition of these teams underscores Bleakley’s accelerating momentum as a premier destination for growth-oriented advisors seeking a platform that combines enterprise scale, personalized support and equity participation—while preserving the culture and autonomy of each individual team.

“Bleakley is a firm built by advisors, for growth-oriented advisors, and our growth strategy is rooted in identifying individuals and teams that align with our mission and values,” said Andy Schwartz, chief executive officer of Bleakley. “These two teams represent the very best of the profession—deeply committed to client success, culturally aligned with our community and ready to grow with us in this next chapter.”

Among the incoming teams is Miller Financial Services, led by founder Jeff Miller, alongside longtime partners Chris Glasscock and Colin Smith. Both Chris and Colin are equity partners and with a national client base spanning more than 40 states, they operate from offices in Richmond, VA and St. Petersburg, FL, with plans to open a Sarasota, FL location in 2026. The team is known for delivering personalized, high-touch service rooted in deep financial planning.

“We believe wealth is best managed when what’s on the balance sheet aligns with what’s in the heart,” said Miller. “Bleakley is the perfect fit—a nimble, technology-forward firm with a superior platform that puts the client’s interest first. For us, this was an easy decision and we are thrilled to be part of Bleakley’s mission.”

Joining Bleakley is a second high-performing team led by Max Wilson and Sean McCarthy, based in Boise, ID, whose growing client base includes tech executives, public sector leaders and business owners. Bringing a client-first philosophy and deep planning acumen to Bleakley, they focus on empowering clients to understand and activate their financial potential.

“Bleakley allows us to maintain our boutique experience while scaling our ability to serve more clients,” said Wilson. “Our mission is to help people understand their financial capacity—whether it’s for spending, giving or living—and Bleakley’s platform brings that mission to life.”

Bleakley provides a comprehensive platform built to scale sophisticated advisory practices, offering advanced technology, AI-enabled planning tools and a full-service investment and operations infrastructure. Advisors can choose between W2 and 1099 affiliation models, maintain their P&L and participate in the firm’s long-term equity value creation. Bleakley’s onboarding process is designed to support a smooth, strategic transition for incoming teams. With a mix of virtual and in-person support, tailored roadmaps and milestone-based integration, advisors benefit from access to shared resources and cutting-edge planning tools from day one.

As Bleakley marks 40 years in business and celebrates a decade of independence, the firm is preparing for a comprehensive rebrand this year. The new name and identity will reflect Bleakley’s national expansion, forward-looking culture and commitment to redefining the advisor experience.

“This first chapter was about getting in the same boat together and the next chapter is about scaling with intention,” said Joe Duran, managing partner at Rise Growth Partners, which made a strategic minority investment in Bleakley in 2024. “Firms like Bleakley—with their agility, culture and long-term mindset—are defining the future of wealth management.”

To learn more about Bleakley and its team of advisors, visit www.bleakley.com. For more information on Rise and its innovative approach to building the next generation of RIAs, visit www.risegrowth.com.

About Bleakley Financial Group

Bleakley Financial Group is a premier financial planning and wealth management firm, dedicated to delivering tailored financial strategies to individuals, families, and businesses. Bleakley’s seasoned advisors prioritize clients' goals and offer bespoke planning and investment strategies designed to realize clients’ financial aspirations. Founded in 1985, Bleakley’s advisors manage nearly $10 billion in advisory assets (as of 6/30/2024). Bleakley is unwavering in its commitment to the financial well-being and legacy of clients, and consistently delivers outcomes that have enabled continuous success and growth.

About Rise Growth Partners

Rise Growth Partners is a synergistic financial partner that provides growth-oriented RIAs with comprehensive operational, financial, and growth expertise and systems. By investing a non-controlling minority stake in partner firms, Rise offers a solution for growth-oriented RIAs whose funding options are otherwise limited to strategic acquirers and financial sponsors. Its elite team, with over 200 years of combined experience, has a proven track record of building and exiting platform companies, generating billions of dollars in value. Rise is dedicated to building the next generation of “lighthouse brands” in the industry. Follow Rise Growth Partners on LinkedIn for more information and updates.

Advisors associated with Bleakley Financial Group, LLC may be either (1) registered representatives with, securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Bleakley Financial Group, LLC; or (2) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial.

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