Cerity Partners Announces Merger with Austin Private Wealth

Cerity Partners, a leading independent wealth management firm in the United States, today announced that it has merged with Austin Private Wealth, an independent wealth management firm based in Austin ...
TMCnet

Wealth Management Division of PBMares Joins Apella Wealth, Expanding Mid-Atlantic Presence and Bringing AUM Close to $10 Billion

"We are thrilled for the PBMares wealth team to join Apella and to continue a strategic relationship with PBMares LLP," said Jim Scanlan, President of Apella. "Their client-first philosophy mirrors ...
Business Wire

Focus Partners Wealth Expands with Acquisition of David Wealth Management

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced that Focus ...
Business Wire

Wealth Partners Capital Group and HGGC Establish Strategic Partnership with The Wealth Alliance

Investment will position New York-based RIA with capital and expertise to expand presence PALM BEACH, Fla. & PALO ALTO, Calif. & MELVILLE, N.Y.--(BUSINESS WIRE)--The Wealth Alliance, LLC (“The Wealth ...
National Association of Plan Advisors

Cerity Partners and Austin Private Wealth Announce Merger

Independent wealth management firm Cerity Partners announced this week that it has merged with Austin Private Wealth, an independent wealth management firm based in Austin, Texas.