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Saturday, October 3, 2026The Morning Brief →Sign in
ria

Cerity Partners

NEW YORK, NY
CRD: 151559
In PWD coverage since August 14, 2026 · 16+ stories
$162BRegulatory AUMSEC Form ADV · Sep 26
1,529EmployeesForm ADV
5Deals on our tracker
Regulatory AUM · Aug 16 – Sep 26
Deal recordFull tracker →
Oct 2, 26Deal announcedCornerstone Capital · Echo Wealth Management · $1.7K — coverage
Sep 30, 26Deal announcedCornerstone Capital · Echo Wealth Management · $1.7B — coverage
Sep 17, 26Deal announcedGilbert & Cook · $2B — coverage
Sep 17, 26Deal announcedGilbert & Cook · $2 — coverage
Dec 31, 24Deal closedOak Hill Wealth Advisors
PWD coverage
Deals & PE

Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed

The Tampa hybrid says the announced purchase brings more than 30 advisor teams; across four wealth additions this week, $8.55 billion in client assets are named.
M&A · Oct 3Cerity Partners absorbs Cornerstone Capital and Echo Wealth Management, adding $1.7 billion and a Minneapolis foothold
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
Moves · Oct 3Cerity Partners merges with Cornerstone Capital and two other RIAs in a $2 billion week
Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
The Close · Sep 22The next RIA premium is integration capacity
Moves · Sep 22Cerity buys the last of Shufro Rose, team by team
The Close · Sep 21Convergence is buying the top of the market, not the middle
Data · Sep 20RIA deal announcements have outrun the capacity to close
Features · Sep 19Acquirers now buy staff, not just client assets
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
M&A · Sep 18Cerity's ninth deal of 2026 buys an Iowa distribution shelf
M&A · Aug 26RIA M&A assets nearly double on fewer, bigger deals
The Close · Aug 26The 89% question hanging over RIA M&A
RIA · Aug 14Breakaway Advisor Merges With Cerity Partners Three Years After Launch
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