ria
Echo Wealth Management
In PWD coverage since October 3, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
PWD coverage
M&A
Cerity Partners absorbs Cornerstone Capital and Echo Wealth Management, adding $1.7 billion and a Minneapolis foothold
Cornerstone Capital brings a nearly 50-year Palo Alto client book; Echo Wealth gives Cerity its first Twin Cities presence.