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RIA Edge Roundup: $12.6B+ in Assets on the Move

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others. ....

New York , United States , Boca Raton , San Diego , San Antonio , Mashonaland East , Rocky Mountain , Mashonaland West , New Market , Coral Gables , Joe Reeves , Lyle Lamothe , Raymond James , Gerry Goldberg , Aaron Krueger , Jason Ozur , Aaron Cohen , Brad Bickham , Los Angeles , Thomas Ruggie , Craig Giventer , Mike Tashjian , Dave Barton , Greg Franks , Rob Mooney , John Langston ,

RIA Edge Roundup: $12.6B+ in Assets on the Move

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others. ....

New York , United States , Boca Raton , San Diego , San Antonio , Mashonaland East , Mashonaland West , New Market , Coral Gables , Joe Reeves , Lyle Lamothe , Raymond James , Gerry Goldberg , Aaron Krueger , Jason Ozur , Aaron Cohen , Brad Bickham , Los Angeles , Thomas Ruggie , Craig Giventer , Mike Tashjian , Dave Barton , Greg Franks , Rob Mooney , John Langston , Takashi Moriuchi ,