ria

Concurrent

In PWD coverage since August 28, 2026 · 12 stories

4Deals on our tracker

Deal recordFull tracker →

Sep 30, 26Deal closedSpire Investment Partners · $5.4B — coverage

Sep 30, 26Deal announcedSpire · $5.4B — coverage

Sep 30, 26Deal announcedSpire Investment Partners · $5.4B — coverage

Sep 29, 26Deal closedSpire Investment Partners · $5.4B — coverage

PWD coverage

Deals & PE

Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform

Cresset would move its $5.4 billion trust division onto the target's charter in the same 48 hours that brought Aspen Standard's Cullen purchase and Concurrent's $5.4 billion Spire deal.

RIA · Oct 6Betterment, Axos and Schwab court Fidelity clients hit by $100 million minimum

Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

Features · Oct 3CG Financial hires TradePMR and Axos executives as platform fight intensifies

M&A · Oct 2Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target

Deals & PE · Oct 2Concurrent buys Spire's 30-plus teams in first RIA platform deal

advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year

exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027

move · Oct 1Fidelity gives sub-$100M RIAs until June 2027 to find a custodian

M&A · Oct 1Concurrent acquires Spire Investment Partners, its first RIA platform purchase

Moves · Sep 24Three Panhandle practices boomerang back to LPL

Features · Aug 28The balance sheet is the new recruiting weapon

Concurrent

Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform

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