Adeptus Completes Third Acquisition Since Joining Current Platform, Expanding Southern California Advisory Practice

BURBANK, Calif., August 20, 2026--Adeptus has completed its third acquisition since joining the Current platform in 2025, continuing a period of accelerated growth that has expanded the New Jersey-based firm's capabilities, geographic reach, and specialized advisory services across Southern California.

Shapiro Villalobos & Associates follows Besselman & Company and McNulty & Associates, who both joined earlier this year, helping grow Adeptus from approximately $40.5 million in revenue when it joined Current to approximately $53.6 million today, adding 12.9% year-over-year growth.

"Great firms deserve great platforms," said Steve Stagner, CEO of Current. "Adeptus already had exceptional leadership, deep client relationships, and a differentiated business model. By combining those strengths with Current's technology, operational resources, AI capabilities, global delivery model, and acquisition expertise, they've been able to accelerate growth while continuing to deliver the highly personalized service their clients expect."

Adeptus has built one of the industry's most distinctive advisory platforms by combining traditional tax, audit, and assurance services with a nationally recognized business management practice that serves high net worth individuals, entertainers, athletes, creators, and other clients whose financial lives require far more than annual tax preparation.

"We've always believed our greatest value comes from being deeply involved in our clients' lives and businesses," said Howard Krant, CEO of Adeptus. "Whether we're helping an entrepreneur scale a company or guiding someone through the unique financial challenges that come with sudden success, our role is to protect what they've built and help them make confident decisions for the future. Current has accelerated our ability to do that without changing who we are."

For clients working in some of the world's most dynamic and unpredictable industries, financial complexity often arrives faster than the infrastructure needed to manage it. Adeptus serves as a trusted advisor, helping clients navigate growth, preserve wealth, coordinate professional advisors, and build long-term financial stability.

"We were looking for a partner that shared our commitment to long-term relationships and exceptional client service," said Stuart Shapiro, Managing Partner of SVA. "Adeptus and Current provide the scale, technology, and resources to support our continued growth while allowing us to remain the trusted advisors our clients know."