Householder Group makes two acquisitions, reveals $1B in new client assets

Householder Group makes two acquisitions, reveals $1B in new client assets
The firm has followed a nonorganic growth strategy over the past five years.
MAR 06, 2024

An aggressive nonorganic growth strategy that began in 2019 has boosted new client assets by more than $1 billion for Householder Group.

The national financial planning specialist has announced its latest acquisitions – American Financial Services and The IRA Specialists – with a combined $150 million in total client assets. These are Householder Group’s 12th and 13th acquisitions in the past five years.

American Financial Services is based in Plano, Texas, and was founded by Barbara Barton, who said putting clients first and the flexibility to respect her processes and business model were among the decisions to join Householder Group.

“The support they provided throughout the transition has been unmatched,” she said in a statement. “Every member of their team has been sincere, kind, and dedicated to the ongoing success of my business. They have under-promised and over-delivered every step of the way. Most importantly, they are allowing me to continue servicing my clients after the sale. This is contributing to a seamless transition and has increased client retention.”

The IRA Specialists is led by a 33-year veteran of the financial services industry, Bob Folan, president and CEO of the Centennial, Colorado, firm.

“Barbara and Bob have built strong practices, helping their impressive rosters of clients reach their financial goals. These are exactly the type of businesses we look to bring into the Householder family,” said Renee Farida, chief operating officer at Householder Group. “I have been in touch with both advisors over the years, keeping them up to date on all the great things going on at Householder Group. They were well versed on our unique value proposition for advisors looking to ease out of the business, while making sure their clients are well cared for over the long term. When the time came for them to seriously consider retirement, we were their first call.”

Latest News

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.