New Jersey, US-based wealth advisory and financial planning firm Bleakley Financial Group has added two advisory teams from Northwestern Mutual, the firm said.

Together, these teams represent more than USD 1bn in client assets and mark a significant growth milestone across key markets in Virginia, Florida and Idaho.

The addition of these teams underscores Bleakley's accelerating momentum as a premier destination for growth-oriented advisors seeking a platform that combines enterprise scale, personalized support and equity participation--while preserving the culture and autonomy of each individual team.

Among the incoming teams is Miller Financial Services, led by founder Jeff Miller, alongside longtime partners Chris Glasscock and Colin Smith.

Both Chris and Colin are equity partners and with a national client base spanning more than 40 states, they operate from offices in Richmond, VA and St. Petersburg, FL, with plans to open a Sarasota, FL location in 2026.

The team is known for delivering personalized, high-touch service rooted in deep financial planning.

Joining Bleakley is a second high-performing team led by Max Wilson and Sean McCarthy, based in Boise, ID, whose growing client base includes tech executives, public sector leaders and business owners.

Bringing a client-first philosophy and deep planning acumen to Bleakley, they focus on empowering clients to understand and activate their financial potential.

Bleakley provides a comprehensive platform built to scale sophisticated advisory practices, offering advanced technology, AI-enabled planning tools and a full-service investment and operations infrastructure.

Advisors can choose between W2 and 1099 affiliation models, maintain their P&L and participate in the firm's long-term equity value creation.

Bleakley's onboarding process is designed to support a smooth, strategic transition for incoming teams.

With a mix of virtual and in-person support, tailored roadmaps and milestone-based integration, advisors benefit from access to shared resources and cutting-edge planning tools from day one.

As Bleakley marks 40 years in business and celebrates a decade of independence, the firm is preparing for a comprehensive rebrand this year.

The new name and identity will reflect Bleakley's national expansion, forward-looking culture and commitment to redefining the advisor experience.

Bleakley Financial Group is a financial planning and wealth management firm, dedicated to delivering tailored financial strategies to individuals, families, and businesses.

Bleakley's seasoned advisors prioritize clients' goals and offer bespoke planning and investment strategies designed to realize clients' financial aspirations.

Founded in 1985, Bleakley's advisors manage nearly USD 10bn in advisory assets (as of 6/30/2024).

Bleakley is unwavering in its commitment to the financial well-being and legacy of clients, and consistently delivers outcomes that have enabled continuous success and growth.

Rise Growth Partners is a synergistic financial partner that provides growth-oriented RIAs with comprehensive operational, financial, and growth expertise and systems.

By investing a non-controlling minority stake in partner firms, Rise offers a solution for growth-oriented RIAs whose funding options are otherwise limited to strategic acquirers and financial sponsors.

Its elite team, with over 200 years of combined experience, has a proven track record of building and exiting platform companies, generating billions of dollars in value.