Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
12.08.2025
Dynasty-Backed Procyon Acquires $500M OLV Investment Group
Featuring Phil Fiore
Dynasty-Backed Procyon Acquires $500M OLV Investment Group December 8, 2025 By Diana Britton Procyon Partners, a registered investment advisor based in Shelton, Conn., that is part of the Dynasty Financial Partners network, has acquired OLV Investment Group, a wealth management firm with over $500…
Read More11.10.2025
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer.
Featuring Phil Fiore
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer. November 10, 2025 By Harris Baltch Phil Fiore, CEO, Procyon: What I look for, most important, is an acquisition target that believes that we, as a collective, are better together. If they believe a…
Read More10.07.2025
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients
Featuring Phil Fiore
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients October 7, 2025 By Sam Del Rowe Financial advisors have traditionally relied on clients’ asset amounts to determine service levels, but some are considering other factors, such as complexity and profession, to create their all-important…
Read More07.08.2025
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment
Featuring Phil Fiore
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment July 8, 2025 By Ian Wenik Connecticut RIA Procyon has made its first acquisition since it sold a stake in itself to serial wealth management investor Constellation Wealth Capital (CWC). The $8bn firm said Tuesday…
Read More07.08.2025
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management
Featuring Phil Fiore
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management Acquisition Adds $600 Million In Assets, Deepens National Independent Platform, and Strengthens Procyon’s Capabilities in Multi-Generational Wealth Planning July 8, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)– Procyon, a rapidly growing independent registered…
Read More04.29.2025
WealthManagement.com – Procyon Readies New Deals Post-Constellation Minority Stake
Featuring Phil Fiore
According to co-founder Phil Fiore, the Dynasty-backed firm will make four to six transactions per year, and is looking at the space between the Mississippi River and the East Coast; but the deals “have to be the right ones.” April 29, 2025 By Patrick Donachie…
Read More04.17.2025
City Wire – RIA minority investor Constellation stakes $8bn Procyon Partners
Featuring Phil Fiore
Headquartered in Shelton, Conn., Procyon is part of the Dynasty Financial Partners network. April 17, 2025 By Sam Bojarski A Connecticut RIA has accepted minority investment from Karl Heckenberg’s Constellation Wealth Capital. Procyon Partners, an $8bn RIA, said Thursday that the deal with serial RIA…
Read More04.17.2025
Barron’s – Heckenberg’s Constellation Takes Minority Stake in Procyon Partners
Featuring Phil Fiore
Procyon, which has $7.8 billion in assets, plans to expand its operations and reach. April 17, 2025, 10:00 am EST By Andrew Welsch Karl Heckenberg’s private equity firm Constellation Wealth Capital is buying a minority stake in Procyon Partners, a registered investment advisory firm that…
Read More04.17.2025
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
Featuring Phil Fiore
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National Footprint April 17, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)– Procyon Partners, a fast-growing registered investment advisory (RIA) firm known for delivering personalized,…
Read More