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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Gilbert & Cook

In network coverage since September 18, 2026 · 4 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 17, 26Deal announcedCerity Partners · $2B — coverage
Sep 17, 26Deal announcedCerity Partners · $2 — coverage
Network coverage
Moves

Cerity Partners merges with Cornerstone Capital and two other RIAs in a $2 billion week

The Palo Alto RIA, founded in 1978 and owned by three partners, joins Cerity alongside firms in Minneapolis and Atlanta in a week of about $2 billion in announced mergers.
The Close · Sep 22The next RIA premium is integration capacity
Moves · Sep 22Cerity buys the last of Shufro Rose, team by team
M&A · Sep 18Cerity's ninth deal of 2026 buys an Iowa distribution shelf
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