Exencial cracks $3bn with Charlotte RIA buy

The Oklahoma City-based firm has acquired Willingdon Wealth Management, its first purchase since 2016. Exencial Wealth Advisors has made its first acquisition since 2016. The Oklahoma City, Okla.-based RIA has purchased Willingdon Wealth Management, a Charlotte-area based firm with around $800m in assets under management. Financial terms of the acquisition,…