"We have known and partnered with the wealth management team at Delfino for several years and see this acquisition as a natural fit for our firm and Delfino’s clients," said Skip Briggs, partner and managing director of Bentley Wealth Advisors.

Bentley Wealth Advisors said it is aggressively looking to acquire other wealth management firms of all sizes.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

"The mission at Bentley Wealth Advisors, LLC, is to provide our clients financial comfort and peace of mind. Acquiring Delfino and Associates wealth management division will be a solid asset to our organization." said Briggs.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.