Bluespring Wealth Partners Merger Creates $865M AUM Firm

July 15th, 2025 5:43 PM
By: Newsworthy Staff

The merger between Hickory Asset Management and Ritter Daniher Financial Advisory under Bluespring Wealth Partners forms a firm with over $865M in assets under management, enhancing client services and growth opportunities.

Bluespring Wealth Partners Merger Creates $865M AUM Firm

The merger of Hickory Asset Management, Inc. and Ritter Daniher Financial Advisory LLC under the umbrella of Bluespring Wealth Partners has resulted in the creation of a firm overseeing more than $865 million in assets under management. This strategic move combines the expertise and client-focused approaches of both Hickory and RDFA, promising enhanced wealth management capabilities and service accessibility for their clients. The merger is rooted in shared values and a commitment to personalized financial strategies, ensuring that client planning continues without disruption. Dan LeScoezec of Hickory and John Ritter of RDFA have expressed enthusiasm for the partnership, highlighting the alignment in their investment philosophies and client-first approaches. Pradeep Jayaraman, President of Bluespring Wealth Partners, emphasized the merger's role in facilitating scalable growth and improved client service. The Hickory name will remain until early 2026, marking a period of transition that includes LeScoezec's retirement.

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