Print this article
Deals Of The Day: The Latest In Wealth Management M&A – Cerity Partners, Prio Wealth
Editorial Staff
22 January 2025
Cerity Partners, Prio Wealth Besides Cerity, other strategic acquirers include Pathstone, Creative Planning, Captrust, Hightower, Mariner Wealth Advisors, Mercer Advisors, and Wealth Enhancement Group.
Cerity Partners, a US wealth manager, has acquired Prio Wealth, a Boston-headquartered RIA.
ECHELON Partners, an investment banker and advisory firm to wealth managers, served as the exclusive financial advisor to Prio Wealth in this transaction.
In April last year, Cerity combined with Denver-based Agility, a provider of outsourced chief investment officer firm.