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FUNDRAISING NEWS | October 29, 2024

Cerity Partners Acquires $154.7M Paladini Financial

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.

Source: https://www.linkedin.com/posts/cerity-partners_were-excited-to-share-that-paladini-financial-activity-7256739367430324224-ulln?

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Written By: Dakota

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