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Private Wealth Daily
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Criterion

In network coverage since October 13, 2026 · 7 stories
Network coverage
Features

RIA sale prices turn on retention; the structure carries the multiple

Elevation Point typically takes a 20% minimum stake, while Concurrent bought $5.4 billion Spire as an asset purchase.
RIA · Oct 21Mariner and Wealthcare pitch giving up Form ADV to join 1099 platforms
RIA · Oct 14Sammons rebrands wealth holding company as Criterion, grouping three RIAs
The Close · Oct 13JPMorgan asset and wealth revenue rises 14% to $6.9 billion; expenses rise 14%
Deals & PE · Oct 13New York State Common Retirement Fund announces $456.3 million in real estate commitments
Features · Oct 13Sammons Financial Group launches Criterion, a three-RIA holding company with $27B AUM/A
M&A · Oct 13Sammons launches Criterion, holding company for three RIAs with $27B in AUM/A
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