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Monday, October 5, 2026The Morning Brief →Sign in
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Wealthspire

In PWD coverage since August 19, 2026 · 5 stories
PWD coverage
M&A

Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake

Heartwood Wealth Advisors will bring a 13-person Richmond team and roughly $1.7 billion in assets to a Birmingham acquirer with seven closings since late January.
The Close · Sep 21Convergence is buying the top of the market, not the middle
M&A · Sep 10Vanguard paid $4.6 billion for the account rail
RIA · Aug 24Levitt opens a New York base for Americans whose U.S. plans don't survive the move
RIA · Aug 19Wealthspire's client meetings are its recruiting office
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