A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyYou’re reading this editionESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Digital Capital Daily
Independent Intelligence on Institutional Digital Assets
Saturday, October 3, 2026The Morning Brief →Sign in
ria

Cerity Partners

NEW YORK, NY
CRD: 151559
In PWD coverage since August 14, 2026 · 16+ stories
$162BRegulatory AUMSEC Form ADV · Sep 26
1,529EmployeesForm ADV
5Deals on our tracker
Regulatory AUM · Aug 16 – Sep 26
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
PWD coverage
Deals & PE

Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed

The Tampa hybrid says the announced purchase brings more than 30 advisor teams; across four wealth additions this week, $8.55 billion in client assets are named.
M&A · Oct 3Cerity Partners absorbs Cornerstone Capital and Echo Wealth Management, adding $1.7 billion and a Minneapolis foothold
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
Moves · Oct 3Cerity Partners merges with Cornerstone Capital and two other RIAs in a $2 billion week
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
M&A · Aug 26RIA M&A assets nearly double on fewer, bigger deals
The Close · Aug 26The 89% question hanging over RIA M&A
RIA · Aug 14Breakaway Advisor Merges With Cerity Partners Three Years After Launch
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Digital Capital Daily, in your inbox every weekday. Free.