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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.
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RIA Roundup: Savant Acquires $3.3B Capital Directions
Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.
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Exencial Wealth Advisors announces merger | The Journal Record
Independent wealth management firm Exencial Wealth Advisors announced a merger Wednesday with Shoreline Financial Advisors of Guilford, Connecticut.
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