WFA Volare Merger Combines $750 Million in Assets
Clients of the newly merged advisory firm will now have access to expanded service offerings and a larger team.
Updated on Oct. 16, 2026 in Financial Planning
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Williams Financial Advisors and Volare Wealth Advisors completed their merger in January 2026 to create the firm WFA Volare. This combined entity manages over $750 million in assets and now operates a 16-person team across four offices.
Why it matters
The merger allows the combined firm to share business responsibilities while expanding specialized services for women and athletes. WFA Volare aims to leverage this growth to reach $1 billion in assets under management within two years.
WFA Volare manages $750 million in assets, combining the individual growth rates of 20% to 25% from the predecessor firms. The firm has set a goal to reach $1 billion in assets under management over the next two years.
The players
WFA Volare
A financial advisory firm managing $750 million in assets that provides wealth management services.
RFG Advisory
A financial advisory network that oversees $9.6 billion in assets and publicly announced the merger.
The details
The consolidation brings together WFA, founded in 1997, and Volare Wealth, founded in 2022, into a unified operation. By integrating their resources, the firms aim to streamline management and expand financial advisory services. The firm operates out of offices in Shreveport and New Roads, Louisiana; St. Louis, Missouri; and Birmingham, Alabama.
Timeline
1997: WFA was founded.
2022: Volare Wealth was founded.
January 2026: The firms merged to form WFA Volare.
September 2026: RFG Advisory publicly announced the merger.
Money Landscape
This merger follows the ongoing consolidation trend in the RIA industry as smaller firms seek to scale operations. The move highlights how boutique advisors are combining to pool resources and expand services to compete with larger national networks.
Clients of the former independent firms should review their current service agreements to ensure continuity of care under the new WFA Volare entity. If you are an advisory client, verify that your long-term goals still align with the expanded service offerings now provided by your firm.
The takeaway
Merging firms can provide clients with access to broader services, though it often involves administrative changes to your accounts. If your advisor firm undergoes a merger, contact your lead planner to discuss any shifts in your service model or management team.
Further reading
For more on how firms manage transitions, explore our guide to Financial Planning.
Source note: This article includes information reported by FA Magazine.
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