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.”
