Aprio Acquires Plano's Garner Asset Management
The fee-only Plano adviser joins Aprio Wealth Management as its first standalone wealth management acquisition.
Updated on Nov. 4, 2026 in Financial Planning
Aprio has acquired Garner Asset Management Corp., a fee-only, SEC-registered investment adviser based in Plano, Texas, effective Nov. 2, 2026. Financial terms of the deal were not disclosed, and Robert Garner joined Aprio as a partner.
Why it matters
The deal extends Aprio's wealth management footprint in Texas, where the firm has expanded to 150 team members across Austin, Dallas, Houston and San Antonio. It is the second registered investment adviser to join Aprio Wealth Management.
Aprio Wealth Management reports more than $6.1 billion in assets under advisement as of Sept. 30, 2026, per the firm's announcement. The deal's purchase price and the assets brought over from Garner Asset Management were not disclosed.
The players
Aprio
Aprio is an Atlanta-headquartered professional services firm that combines accounting, advisory and wealth management services.
Garner Asset Management Corp.
Garner Asset Management Corp. is a fee-only, SEC-registered investment adviser based in Plano, Texas, founded in 1998.
Robert Garner
Robert Garner is the principal of Garner Asset Management who joined Aprio as a partner following the acquisition.
The details
Garner Asset Management Corp., founded in 1998, is a fee-only investment adviser that DeVoe & Co. advised on the transaction. Aprio previously acquired Prism Financial Group in September 2025 and entered Texas in December 2023 through its combination with Ridout Barrett & Co. CPAs & Advisors.
Timeline
December 2023: Aprio entered Texas through its combination with Ridout Barrett & Co. CPAs & Advisors.
September 2025: Aprio acquired Prism Financial Group, a Kansas RIA.
Nov. 2, 2026: The acquisition of Garner Asset Management became effective.
Nov. 3, 2026: Aprio executives issued statements announcing the deal.
Market Landscape
Garner is the second registered investment adviser to join Aprio Wealth Management, following the September 2025 acquisition of Prism Financial Group. The deal is Aprio's ninth transaction in 2026, signaling a sustained push to build its wealth management platform.
Clients of Garner Asset Management will now be served within the Aprio Wealth Management platform, with Robert Garner joining as a partner. Individuals weighing an adviser relationship can compare fee structures and service models across firms before committing assets.
The takeaway
Investors evaluating a financial adviser should ask how a firm's acquisitions could affect service continuity, fee structure and the team handling their accounts. Reviewing those questions before any transition helps clients make an informed decision.
Further reading
For more on how advisers and clients evaluate firms like this, see Financial Planning coverage.
