BKFi Acquires Wealth With Options
The Brooklyn-based registered investment advisor adds a San Diego advisory team, marking its first acquisition since its 2018 founding.
Updated on Nov. 4, 2026 in Financial Planning
BKFi, a registered investment advisor based in Brooklyn, New York, has acquired Wealth With Options, an advisory team in San Diego, California. The deal is BKFi's first acquisition since the firm was founded in 2018.
Why it matters
The acquisition signals BKFi's move from organic growth toward inorganic expansion, bringing in a West Coast team with private-banking experience. It also reflects a broader pattern of advisory firms combining to add assets and capabilities.
BKFi reports approximately $700 million in assets under management, and Wealth With Options reports approximately $225 million. The financial terms of the acquisition were not disclosed in the available information.
The players
BKFi
BKFi is a registered investment advisor based in Brooklyn, New York, founded in 2018 and reporting double-digit organic growth over recent years.
Wealth With Options
Wealth With Options is an advisory team based in San Diego, California, founded in 2019 and previously affiliated with Mariner Independent.
Accelerated Wealth Partners
Accelerated Wealth Partners is a firm that bought a minority stake in BKFi earlier in 2026 and provides M&A expertise to its capital partners.
The details
Wealth With Options was founded in 2019 by Jackie Lewis and Ryan Goldenhar after they left Wells Fargo Private Bank, and the team was previously affiliated with Mariner Independent. Lewis and Goldenhar will lead BKFi's West Coast efforts, and BKFi received capital partner support from Accelerated Wealth Partners, which has M&A expertise.
Timeline
2018: BKFi is founded by Ally Jane Ayers and Shane Mason.
2019: Wealth With Options is founded by Jackie Lewis and Ryan Goldenhar.
Earlier in 2026: BKFi sells a minority stake to Accelerated Wealth Partners.
November 4, 2026: BKFi's acquisition of Wealth With Options is announced.
Market Dynamics
The deal reflects a documented trend of advisory teams leaving large bank-affiliated private wealth units to join or build independent registered investment advisor platforms. Wealth With Options' founders followed that path after leaving Wells Fargo Private Bank in 2019.
Clients of either firm may see changes in how their accounts are serviced, since the deal brings a West Coast team under BKFi's platform. Investors considering an advisor should ask how any firm combination would affect their account management and fees.
The takeaway
Advisory firms are increasingly combining to scale, so investors choosing an advisor should understand who will actually manage their money after any merger. Asking about succession, fees, and service continuity can help clients stay informed through a transition.
Further reading
For more on how advisory firms plan their growth, see Financial Planning.
Source note: This article includes information reported by WealthManagement.
