June 23, 2022

Willkie advised American Portfolios in its acquisition by Advisor Group, a portfolio company of Reverence Capital Partners.

On June 22, Willkie client American Portfolios Financial Services, Inc. announced a definitive agreement to be acquired by Advisor Group, one of the nation’s largest networks of independent wealth management firms.

American Portfolios is a full-service, independent broker-dealer headquartered in Holbrook, New York. It currently supports more than 850 financial professionals in nearly 400 branches across the country who oversee approximately $40 billion in client assets.

Following the completion of the transaction, American Portfolios will become a member of the Advisor Group network and continue to do business under its own brand and maintain its current operating model.

Advisor Group, a portfolio company of Reverence Capital Partners, is a leading network of independent wealth management firms serving approximately 9,700 financial professionals and overseeing approximately $515 billion in client assets.

The Willkie team was led by partner Manuel Miranda and associate Matthew Naifeh, and included partner Jordan Messinger and associates Nkem Anene and Sherrone Torres.

Jordan Messinger
Jordan A. Messinger Partner Executive Compensation & Employee Benefits
Sherrone Torres
Sherrone Torres Associate Executive Compensation & Employee Benefits