Acquisition Opportunity Horizon Wealth Management was acquired by Trilogy Financial Services in March 2024, forming a larger advisory platform with combined AUM of $420 million. This indicates potential cross-sell and integration opportunities with Trilogy’s broader product suite and partner firms.

AUM Growth Post-acquisition growth potential exists given Horizon’s revenue range of $10M-$25M and alignment with larger integrators. Targeted outreach can focus on expanding client assets under management, retirement planning, and estate strategies within the combined network.

Independent Counsel Horizon operates as an independent wealth advisor with RIA structure and objective guidance. This suggests receptiveness to nuanced financial planning services, fiduciary-grade solutions, and fee-based advisory models appealing to high-net-worth clients seeking unbiased recommendations.

Digital Modernization Current tech stack includes Cloudflare, FMG Suite, Proofpoint, and analytics tools. There is opportunity to offer advanced cybersecurity, client portals, digital onboarding, and marketing automation to enhance client experience and scale operations post-acquisition.

Regional Focus LPL registered representation covers multiple states with a Westlake Village, CA base. Sales motions can be tailored to the West Coast market and leverage Trilogy’s national footprint for strategic partnerships, wealth transfer products, and family office services.