Moneco’s Growth Spree: A New Power Play in the Northeast RIA Market

FAIRFIELD, Conn. – May 26, 2026 – Moneco Advisors, a long-standing independent advisory firm, has accelerated its strategic expansion across the Northeast, integrating three new advisory teams and adding approximately $250 million in assets to its platform. The move, which brings the firm’s total assets under management to over $3 billion, signals a deliberate and aggressive growth strategy in a fiercely competitive market.

The firm announced the addition of Keith Kolinsky of Complete Financial Planning, Inc.; David J. Karachuk; and the team of Tim Tymniak and Joe Tatusko from CFO Capital Management. These integrations cap a period of rapid growth, marking four such deals since December 2025 and underscoring Moneco's ambition to solidify its position as a dominant regional player.

A Surge in a Red-Hot Market

Moneco's expansion is not happening in a vacuum. It comes amid an unprecedented wave of mergers and acquisitions across the Registered Investment Advisor (RIA) industry. After a record-setting 2025 that saw 322 transactions, the M&A market continued its torrid pace into 2026, with the first quarter posting a record 142 deals, according to industry analyst Echelon Partners. This consolidation is largely driven by a handful of large, often private equity-backed, buyers seeking to achieve scale at all costs.

Industry trends show that sellers are increasingly larger firms, with the average assets under management of a selling firm in 2025 exceeding $1 billion. These firms are often seeking solutions for succession planning—a looming crisis for an industry where many founders are nearing retirement—or looking to gain access to the sophisticated technology and operational infrastructure needed to compete. Against this backdrop of high-stakes consolidation, Moneco is carving out a distinct path, focusing on cultural alignment as much as asset accumulation.

“What we’re building at Moneco Advisors starts with the right people,” said Charlie Rocco, the firm's CEO, in a statement. “Every team we’ve welcomed shares our belief that great advice is rooted in relationships – in listening, in collaboration across disciplines, and in putting clients before everything else. That’s not a strategy. It’s who we are.”

The Partnership-Powered Alternative

Central to Moneco’s appeal is its unique 24-partner ownership model. In an environment where many independent advisors fear being absorbed into a massive, impersonal corporate structure, Moneco presents an alternative built on shared equity and collective responsibility. This model appears to be a powerful magnet for established advisors seeking a 'soft landing' for their clients and a collaborative environment for themselves.

The firm’s structure stands in contrast to the top-down approach of many large consolidators. By offering a path to partnership, Moneco fosters a culture where advisors are, as the company states, “genuinely invested in one another’s success.” This can be a critical factor for advisor retention and creating a stable, long-term home for clients.

The caliber of talent joining the firm speaks to the model’s effectiveness. Keith Kolinsky, for example, brings over 44 years of experience in financial services, with a deep expertise in wealth management for high-net-worth clients in complex tax environments like New York. The integration of such seasoned professionals suggests that Moneco’s message of cultural alignment and shared governance is resonating with its intended audience.

Building a Holistic Hub for Clients

The recent integrations are not just about adding advisors and assets; they represent a strategic deepening of the firm's service capabilities. This expansion builds directly on Moneco’s December 2025 acquisition of Lichtenstein Financial, which launched the firm’s in-house tax planning division, Moneco Tax. The goal is to create a one-stop shop for clients’ complex financial lives.

This push toward a holistic service model reflects a broader industry shift. Today's clients, particularly those with significant wealth, are demanding more than just investment advice. They seek a coordinated strategy that seamlessly integrates tax planning, estate considerations, retirement goals, and risk management. By bringing these disciplines under one roof, Moneco aims to eliminate the friction and potential for conflicting advice that can occur when clients work with a scattered team of separate professionals.

The newly integrated advisors and their clients will gain access to Moneco’s full suite of specialists and its robust operational platform, which includes relationships with leading custodians like LPL Financial, Fidelity, Schwab, and Pershing. This infrastructure provides the scale and technological tools necessary to deliver sophisticated, comprehensive advice while maintaining a personalized, relationship-driven approach.

A Strategic Footprint in the Northeast

With seven offices strategically located throughout New England and the New York City metropolitan area, Moneco is cementing its presence in one of the nation's most concentrated corridors of wealth. The new teams will operate from the firm’s offices in Fairfield, Connecticut, and Harrison, New York, further strengthening its hubs in these key markets.

This geographic focus allows Moneco to develop deep regional expertise and serve its target demographic of individuals, families, and business owners with a local presence. The firm’s stated plan to announce additional integrations throughout 2026 indicates that its campaign to build a dominant, values-aligned advisory powerhouse in the Northeast is far from over. As the RIA industry continues to consolidate, Moneco’s blend of strategic acquisition and cultural cohesion presents a compelling model for sustainable growth.