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Sunday, October 4, 2026The Morning Brief →Sign in
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Echo Wealth Management

PLYMOUTH, MN
CRD: 174136
In PWD coverage since October 3, 2026 · 3 stories
$288MRegulatory AUMSEC Form ADV · Oct 3
5EmployeesForm ADV
2Deals on our tracker
Deal recordFull tracker →
Oct 2, 26Deal announcedCerity Partners · Cornerstone Capital · $1.7K — coverage
Sep 30, 26Deal announcedCerity Partners · Cornerstone Capital · $1.7B — coverage
PWD coverage
Deals & PE

Concurrent announces $5.4B Spire purchase and $3B–$10B platform target

Concurrent's first platform purchase adds more than 30 advisor teams and lifts pro forma assets to $28.6 billion.
Deals & PE · Oct 3Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed
M&A · Oct 3Cerity Partners absorbs Cornerstone Capital and Echo Wealth Management, adding $1.7 billion and a Minneapolis foothold
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