A Daily Network publication

ria

Cerity Partners

NEW YORK, NY

CRD: 151559

In PWD coverage since August 26, 2026 · 16+ stories

$162BRegulatory AUMSEC Form ADV · Oct 3

1,529EmployeesForm ADV

5Deals on our tracker

Regulatory AUM · Aug 16 – Oct 3

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 $5.4B Spire purchase and $3B–$10B platform target

Concurrent's first platform purchase adds more than 30 advisor teams and lifts pro forma assets to $28.6 billion.

Deals & PE · Oct 3Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed

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

M&A · Oct 3Cerity Partners absorbs Cornerstone Capital and Echo Wealth Management, adding $1.7 billion and a Minneapolis foothold

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