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Weinheimer Wealth Management Joins Exencial Wealth Advisors

Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.

United statesNorth carolinaJohn burnsDan erichsonMatt weinheimerAmeritas advisory servicesFirst united bankExencial wealth advisorsOklahoma city basedWeinheimer wealth managementPark sutton advisorsNorth carolina based willingdon wealth managementShoreline financial advisorsPark sutton

Noteworthy Deals of the Decade | Wealth Management

A look at seven of the most notable private equity deals in the RIA space.

United statesAbu dhabiAbuz abyUnited arab emiratesDan seivertRajini kodialamBrandon kawalLenny changRudy adolfWarburg pincusWarburg pincuNeuberger bermanDan erichsonHarris baltchThomash leeHellman friedman

Cerity Partners Adds $2 5B AJ Wealth

Cerity has acquired an NYC-based firm with experience serving PE, hedge fund and venture capital partners.

New yorkUnited statesJustyn voleskoGoldman sachKurt miscinskiAndrew cooperDan erichsonCerity partnersNew york cityCerity partnerPark sutton advisors

Cerity Partners Welcomes AJ Wealth

/PRNewswire/ Cerity Partners, a leading independent wealth management firm in the U.S., announced today it is merging with New York City-based AJ Wealth, a.

New yorkUnited statesDan erichsonJustyn voleskoSteve levittKurt miscinskiAndrew cooperGoldman sachs family officeCerity partners family officeGoldman sach family officeA waller helms companyGoldman sachsCerity partnersNew york city basedPark sutton advisorsWaller helms company

RIA Roundup: CI Financial Sells Stake in Boston RIA to Pay Down Debt

More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.

United statesOrange countyNew yorkKansas citySouth dakotaKenneth shayKeith bowlesGoldman sachDan westinPatrick mcdonaldBig fourDonald warnerMcdaniel knutsonSteve traxJames corriganBrent boden

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