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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

Wealth Care

CRD: 125799
In network coverage since October 1, 2026 · 7 stories
$669MRegulatory AUMSEC Form ADV · Oct 24
3EmployeesForm ADV
4Deals on our tracker
-5Talent net · 12 months0 in · 5 out
Regulatory AUM · Oct 3 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -5 · 0 incoming events · 5 outgoing events
Arrivals
None tracked.
Departures
Steven D. Podnos
Oct 2 · to HB Wealth
Rachel Podnos O'Leary
Oct 2 · to HB Wealth
Lauren Podnos-Garner
Oct 2 · to HB Wealth
Lauren Podnos-Garner, CFP®
Oct 1 · to HB Wealth
Rachel Podnos O’Leary, JD, CFP®
Oct 1 · to HB Wealth
Deal recordFull tracker →
Oct 2, 26Deal announcedHB Wealth · $700M — coverage
Sep 29, 26Deal closedHB Wealth · $700M — coverage
Sep 29, 26Deal closedHB Wealth · $700 — coverage
Sep 29, 25Deal closedHB Wealth · $700M
Network 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
Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027
Deals & PE · Oct 2Concurrent buys Spire's 30-plus teams in first RIA platform deal
Moves · Oct 2HB Wealth adds Podnos physician team, entering Texas as its seventh market
M&A · Oct 1HB Wealth buys $700 million Austin RIA Wealth Care, its seventh market
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