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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

Echo Wealth Management

PLYMOUTH, MN
CRD: 174136
In network coverage since October 3, 2026 · 5 stories
$288MRegulatory AUMSEC Form ADV · Oct 24
5EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Oct 3 – Oct 24
Deal recordFull tracker →
Oct 2, 26Deal announcedCornerstone Capital · Cerity Partners · $1.7K — coverage
Sep 30, 26Deal announcedCornerstone Capital · Cerity Partners · $1.7B — coverage
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.
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
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
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