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July 15, 2022

NR Smith

Apella Capital, a financial advisory and wealth management firm serving individuals, families, and businesses, announced NR Smith and Associates, a registered investment advisor firm headquartered in Olympia, has joined the firm. NR Smith brings over $82 million in assets under management to Apella Capital. This is the second acquisition for Apella in 2022 and the first jointly with Wealth Partners Capital Group. NR Smith is a wealth management firm and CPA practice, providing clients with financial planning, portfolio creation, asset management, tax preparation and planning, and accounting services. This is Apella's thirteenth transaction to date. Apella is headquartered in Glastonbury, Connecticut and has thirteen offices around the country in Massachusetts, Rhode Island, New York, Georgia, Tennessee, Texas, Washington, Colorado, Oregon and California. The history of NR Smith & Associates goes back to 1941, when Elliot Spring offered accounting, tax services and bookkeeping systems to local loggers, timberland owners, and Christmas tree growers.




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