Top 25 accounting firm Aprio has acquired Garner Asset Management Corp., a fee-only, Securities and Exchange Commission-registered investment adviser based in Plano, TX, effective Nov. 2.
Financial terms of the deal weren’t disclosed.
This is Aprio’s first standalone wealth management acquisition, and Garner is the second RIA to join Aprio Wealth Management, which represents more than $6.1 billion in assets under advisement as of Sept. 30, 2026. In September of last year, Aprio acquired Prism Financial Group, an RIA based in Kansas, as part of a deal that also included accounting and advisory firm Mize CPAs.
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The Garner M&A deal is private equity-backed Aprio’s ninth such transaction in 2026. The Atlanta-based firm has also added TGRP Solutions, Waldron H. Rand & Co., Isdaner & Co., Delap LLP, Hoffman, Stewart & Schmidt PC, the state and local tax team from TaxOps, CAVU Advisors, and Price Kong this year.
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The combination establishes Aprio Wealth Management’s presence in the Dallas-Fort Worth market and bolsters its integrated national wealth management platform, which combines wealth management with accounting, advisory, tax, and legal capabilities.
Founded in 1998 by Robert Garner, Garner Asset Management advises high-net-worth individuals, retirees, and those approaching retirement, holders of concentrated stock positions, and multigenerational families. Robert Garner joins Aprio as a partner.
“Every client’s financial life evolves, and the advice and resources available to them should evolve with it,” Keith Greenwald, CEO of Aprio Wealth Management, said in a statement on Nov. 3. “Like Aprio, Robert and his team believe clients are best served when financial planning and accounting work together. As we grow in Texas, our focus remains on understanding what matters most to our clients and creating greater value for them.”
“As I thought about the future of our firm, finding the right home for our clients and our people was incredibly important to me,” Robert Garner said in a statement. “Aprio shares our commitment to clients and will bring capabilities and resources that will allow us to do even more for them as their needs evolve.”
Aprio entered the state of Texas in December 2023 through its combination with Ridout Barrett & Co. CPAs & Advisors in San Antonio and Austin. Since then, the firm has expanded to 150 team members across the state with offices in Austin, Dallas, Houston, and San Antonio.
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DeVoe & Co. advised Garner Asset Management on this transaction.
Photo credit: Aprio
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