The weekly roundup

Advisor moves this week

17 moves ($5.8B in reported assets) and 14 deals in the last seven days. Full tracker →

Monday, October 5

deal
Cresset acquired National Advisors Trust ($7.7B). WealthManagement.com →
move
Praxis Financial Partners ($1.1B) moved from Wells Fargo FiNet to LPL Financial in Georgia. WealthManagement.com →
move
Andrew Borner moved from BNY Mellon to Northern Trust. InvestmentNews →
move
Beth Emswiler moved from Citigroup to Northern Trust. InvestmentNews →
move
Morgan Stanley team moved from Morgan Stanley to Merrill Lynch. InvestmentNews →
move
Wells Fargo team ($770M) moved from Wells Fargo to Merrill Lynch. InvestmentNews →
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A team moved to Prime Capital Financial. InvestmentNews →
move
A team moved to UBS. InvestmentNews →
move
A team moved to Raymond James. InvestmentNews →

deal
Concurrent acquired Spire Investment Partners ($5.4B) in Virginia. InvestmentNews →
deal
Fidelity acquired Savvy. RIABiz →
deal
Hightower Signature acquired Hightower Signature. WealthManagement.com →
move
Women-led team moved from Commonwealth to Carson Group. WealthManagement.com →
move
Family Trio moved to HB Wealth. WealthManagement.com →
move
A team ($213M) moved to Savant in Thousand Oaks. InvestmentNews →
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Procyon ($415M) moved to Procyon in New Jersey. InvestmentNews →
move
Father-daughter trio ($700M) moved to HB Wealth in Austin. InvestmentNews →

move
Larry Roth moved to WealthStream. Wealth Solutions Report →
deal
Cerity Partners acquired Echo Wealth Management in Minneapolis. WealthManagement.com →
deal
Cerity Partners acquired Compass Wealth Management in Atlanta. WealthManagement.com →
deal
Cerity Partners acquired Cornerstone Capital in Bay Area. WealthManagement.com →
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Cerity Partners acquired Echo Wealth Management in Minneapolis. InvestmentNews →
deal
Cerity Partners acquired Cornerstone Capital in Bay Area. InvestmentNews →
deal
Cerity Partners acquired Compass Wealth Management in Atlanta. InvestmentNews →
move
Cambridge team moved to LPL Financial in Michigan. InvestmentNews →
move
A team ($1.3B) moved to Wells Fargo FiNet in Ohio. InvestmentNews →
deal
Concurrent acquired Spire Investment Partners ($5.4B) in Virginia. WealthManagement.com →

deal
Merchant acquired Ironbark. WealthManagement.com →
move
Cullman/Holt Group ($1.3B) moved from UBS to Wells Fargo FiNet in Ohio. WealthManagement.com →
deal
Wealth Enhancement acquired RWA Wealth Partners ($22B) in Boston. InvestmentNews →
deal
Wealth Enhancement acquired RWA Partners ($22B). WealthManagement.com →