NorthRock Partners Expands Across the Midwest with Addition of Vantage Financial Partners, Surpassing $12 Billion in Assets Under Management

The partnership expands NorthRock's Personal Office^® model across five new Midwest locations while strengthening the firm's growing national footprint.

MINNEAPOLIS, April 1, 2026 /PRNewswire/ -- NorthRock Partners (NorthRock), an industry-leading financial advice firm redefining the wealth management experience through its Personal Office^® model, announced today that Vantage Financial Partners (Vantage), an advisory team with six offices across the Midwest, has joined NorthRock. The acquisition brings approximately $950 million in assets under management (AUM) and 19 team members, including seven advisors, and marks NorthRock's second acquisition of the year as the firm surpasses $12 billion in AUM.

Vantage brings an experienced leadership team, a deep commitment to their clients, and alignment with NorthRock's holistic approach to advice. Through this new partnership, Vantage advisors will gain access to NorthRock's Personal Office^® specialists across investments, tax, estate planning, insurance, legal, business services, and philanthropy, expanding the range of advice and services available to clients. Welcoming Vantage sets a strong foundation for the year ahead as NorthRock continues expanding its footprint through teams that share its commitment to comprehensive, long-term advice.

"Culture has always been the starting point for any team that joins NorthRock, and Vantage is no exception," said Rob Nelson, CEO and Founder of NorthRock Partners. "Their advisors focus on delivering personalized advice tailored to clients' goals and building long-term client relationships. Adding this talented team not only strengthens our Personal Office^® model, but it also expands our presence across the Midwest. It's a strong way to begin the year as we continue welcoming advisors who align with our values and vision for modern, coordinated advice."

With office locations in Elm Grove, WI; Cincinnati, OH; Huron, SD; Watertown, SD; Columbus, OH; and Youngstown, OH, Vantage enhances NorthRock's presence across key Midwestern markets and adds advisors with significant experience guiding clients through complex financial and life decisions. This addition expands NorthRock's bench of advisors, who are dedicated to providing thoughtful and comprehensive guidance.

"Joining NorthRock is an exciting next step for our team and our clients," said Jeremy Gardner, Partner and Director of Financial Planning at Vantage. "We have always viewed growth as a promise, an opportunity to bring more effective and innovative solutions to the people we serve. NorthRock's Personal Office^® model reflects that same belief in deep, coordinated advice, and it gives our advisors access to the resources and expertise that help support clients in making informed financial decisions. We are proud to join a firm that shares our values and is focused on delivering meaningful advice and creating long-term client relationships."

This acquisition underscores the continued momentum behind NorthRock's culture and Personal Office^® model. Bringing Vantage to the firm marks an important step in expanding NorthRock's reach across the Midwest and adding to the depth of its advisor team. As financial lives grow more complex, NorthRock remains committed to delivering coordinated, modern advice tailored to the needs of today's families.

About NorthRock Partners
NorthRock Partners is a financial advice company serving more than 4,400 clients and managing over $12 billion in assets. For more than 30 years, NorthRock has placed clients' financial and life needs at the center through its Personal Office^® model. This integrated approach builds a dedicated, customized team around each advisor and enables them to coordinate all aspects of a client's life, including investments, tax, insurance, estate, legal, business strategies, lifestyle, and philanthropy. NorthRock is recognized as one of Barron's Top 100 RIAs in the United States. The firm also offers specialized divisions that include NorthRock X for athletes and entertainers and Foundation X for philanthropic advice and services. Learn more at www.northrockpartners.com.

Disclosures:
All investment advisory and Personal Office^® services are provided by and through NorthRock Partners LLC, an SEC registered investment adviser. SEC registration does not imply any particular level of skill or training.

NorthRock Partners received this Barron's recognition in September 2025. Rankings were determined based on AUM growth, employee growth, proprietary data and the number of advisors considered for evaluation. NorthRock Partners did not pay to be considered or included in this recognition.

SOURCE NorthRock Partners