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FUNDRAISING NEWS | October 29, 2024
Tags: RIA, Mergers / Acquisitions
Cerity Partners has announced its acquisition of Arlington, TX-based Paladini Financial in an October 28 post on LinkedIn.
Paladini Financial is Cerity’s third acquisition in October, following on pickups of Indianapolis-based SBC Wealth Management and Denver-based Janiczek Wealth Management, as reported by Dakota on October 10 and October 3, respectively.
The Janiczek and SBC acquisitions brought a collective $2B worth of client assets to Cerity, and Paladini will add approximately $154.7M in AUM, according to the post by New York-based Cerity.
Written By: Dakota
October 30, 2024
April 15, 2024
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