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Advisor Moves
Every reported move and deal across the industry press, with assets where disclosed. 17 moves and $5.8B in reported assets over the last 30 days.
| Date | Target | Assets | Acquirer | Location | Source |
|---|---|---|---|---|---|
| Oct 5 | National Advisors Trust | $7.7B | Cresset | — | WealthManagement.com |
| Oct 2 | Spire Investment Partners | $5.4B | Concurrent | Virginia | InvestmentNews |
| Oct 2 | Savvy | — | Fidelity | — | RIABiz |
| Oct 2 | Hightower Signature | — | Hightower Signature | — | WealthManagement.com |
| Oct 1 | Cornerstone Capital | — | Cerity Partners | Bay Area | WealthManagement.com |
| Oct 1 | Echo Wealth Management | — | Cerity Partners | Minneapolis | WealthManagement.com |
| Oct 1 | Compass Wealth Management | — | Cerity Partners | Atlanta | WealthManagement.com |
| Oct 1 | Cornerstone Capital | — | Cerity Partners | Bay Area | InvestmentNews |
| Oct 1 | Echo Wealth Management | — | Cerity Partners | Minneapolis | InvestmentNews |
| Oct 1 | Compass Wealth Management | — | Cerity Partners | Atlanta | InvestmentNews |
| Oct 1 | Spire Investment Partners | $5.4B | Concurrent | Virginia | WealthManagement.com |
| Sep 30 | Ironbark | — | Merchant | — | WealthManagement.com |
| Sep 30 | RWA Wealth Partners | $22B | Wealth Enhancement | Boston | InvestmentNews |
| Sep 30 | RWA Partners | $22B | Wealth Enhancement | — | WealthManagement.com |
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