Butler Associates and Shore Group Advisors Merge Under Osaic Umbrella
Event summary
- Butler Associates Financial Planners and Shore Group Advisors will merge under the Shore Group Advisors name, with Jon Shore as CEO and Jason Sturm as CFO.
- The combined firm will manage over $500 million in assets under management (AUM) and operate from Sunset Hills, MO, expanding its reach nationwide.
- Both firms are affiliated with Osaic, which provides technology, planning tools, and succession-ready infrastructure.
- The merger aims to enhance client service, deepen expertise, and expand the firm’s national reach while maintaining Midwestern values.
The big picture
This merger reflects a broader trend of consolidation in the wealth management sector, where independent advisory firms align under larger networks like Osaic for scale, technology, and succession planning. The deal underscores the growing importance of integrated platforms in enhancing client experience and operational efficiency.
What we're watching
- Integration Execution
- How the firms will merge operations, client bases, and teams without disrupting service or losing key talent.
- National Expansion
- Whether the combined firm can successfully scale its Midwestern roots into a cohesive national brand.
- Osaic’s Influence
- The extent to which Osaic’s platform and resources will drive growth or impose operational constraints on the merged entity.
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