Earned Acquires OJM Group to Boost Wealth Advisory Services

Why It Matters

The transaction deepens Earned’s foothold in the high‑net‑worth physician segment, accelerating its scale‑up strategy and competitive edge in tech‑enabled wealth management.

Key Takeaways

• Earned adds OJM’s $1B AUM to its portfolio
• OJM’s 12 staff join Earned’s 230‑person workforce
• Acquisition expands services for physicians and high‑net‑worth clients
• Earned now manages $3.4B across 19,500 clients
• Deal follows $200M raise and multiple prior acquisitions

Pulse Analysis

Consolidation is reshaping the wealth‑management landscape, especially within specialized advisory niches. Earned’s recent $200 million infusion from Summit Partners and Silversmith Capital has fueled a rapid acquisition cadence, including Thomas Doll, Chahal & Associates, Schwartz & Schwartz, and Pearson Ravitz. By integrating OJM Group, Earned not only captures an additional $1 billion in assets but also inherits a team seasoned in serving physicians and high‑net‑worth individuals—clients who demand sophisticated financial planning and insurance solutions. This strategic layering of expertise aligns with the broader industry shift toward technology‑driven platforms that can deliver personalized advice at scale.

OJM’s Cincinnati‑based practice brings a deep focus on corporate and personal planning for medical professionals, a segment where Earned already has a strong brand presence. The addition of OJM’s 12 advisors expands Earned’s capacity to cross‑sell services such as benefit planning and risk management, creating a more comprehensive value proposition. Moreover, the combined AUM of $3.4 billion positions Earned among the top independent RIAs catering to the healthcare sector, enhancing its bargaining power with custodians and technology providers.

Looking ahead, the acquisition underscores Earned’s ambition to become the go‑to platform for wealth management in the health‑care ecosystem. The integration of OJM’s client base and advisory talent will likely accelerate product development, particularly in digital financial planning tools tailored for physicians. As the market continues to favor firms that can blend deep industry knowledge with scalable technology, Earned’s expanded footprint may attract further capital, partnerships, and potentially additional bolt‑on acquisitions, reinforcing its growth trajectory.

Deal Summary

Earned, a New York‑based tech‑enabled wealth firm, announced the acquisition of Cincinnati‑based OJM Group, a registered investment adviser and insurance brokerage. The deal, disclosed on Dec 10 2025, adds roughly $1 billion in AUM to Earned’s wealth advisory platform, though the purchase price remains undisclosed.