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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Cerity Partners

NEW YORK, NY
Hiring · 53 open roles →
CRD: 151559
In network coverage since September 18, 2026 · 16+ stories
$162BRegulatory AUMSEC Form ADV · Oct 24
1,529EmployeesForm ADV
5Deals on our tracker
Regulatory AUM · Aug 16 – Oct 24
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
Network coverage
Features

Busiest RIA buyers average $679 million a deal, below the median

Hightower announced three deals in the 90 days to Oct. 26 and closed none; one moved a $1.1 billion practice already inside the firm.
Features · Oct 26RIA sale prices turn on retention; the structure carries the multiple
Deals & PE · Oct 4Concurrent announces $5.4B Spire purchase and $3B–$10B platform target
Deals & PE · Oct 3Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed
M&A · Oct 3Cerity Partners absorbs Cornerstone Capital and Echo Wealth Management, adding $1.7 billion and a Minneapolis foothold
Moves · Oct 3Cerity Partners merges with Cornerstone Capital and two other RIAs in a $2 billion week
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
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
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