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Est. 2026The front page of wealth managementNew York

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Captrust acquires $1.1bn RIA in the Pacific Northwest

One of the largest RIA’s in the game, $1.3tn Captrust most recently added a $3bn former Truist team earlier this month in North Carolina. Some of Captrust’s other additions this year include a $1.3bn ...

Summary as published by Citywire RIA
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