Breakaway Wire
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Latest transactions
Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M Jose Ascencio Raymond James Financial Services → TSG Wealth Management Riseling Wealth Management Edward Jones → &Partners $357M Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management Anchor Financial Partners Northwestern Mutual → LPL Financial $525M Koetter Financial Services LPL Financial → Cetera Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B Eastover Capital Management Eastover Capital → South Atlantic Bank $430M Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

RIA · Independent channel

Cerity Partners

Includes the history of Cornerstone Capital (Petersen, Flynn & Dinsmore) (acquired October 2026) · Echo Wealth Management (acquired October 2026) · Compass Wealth Management (acquired October 2026) · Cordant Wealth Partners (acquired July 2026) · Covenant Partners (acquired April 2026) · Austin Private Wealth (acquired January 2026)

Join Cerity Partners as an established advisor or team within its integrated advisory business.

Website
ceritypartners.com
Regulator record
CERITY PARTNERS LLC (SEC)
Recorded arrivals
6
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$4.9B
Reported practice assets · 6 of 6 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
1 Jan
0 Feb
0 Mar
1 Apr
0 May
0 Jun
1 Jul
0 Aug
0 Sep
3 Oct

Arrivals came from

Origin firms, by number of teams

01
Austin Private Wealth
1
02
Compass Wealth Management
1
03
Cordant Wealth Partners
1
04
Cornerstone Capital (Petersen, Flynn & Dinsmore)
1
05
Covenant Partners
1
06
Echo Wealth Management
1

Arrivals 6

Teams joining Cerity Partners in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Oct 1 Acquisition Compass Wealth ManagementAtlanta, GA Compass Wealth ManagementRIAacquired by Cerity Partners, Oct 2026 $340M InvestmentNews
Oct 1 Acquisition Cornerstone CapitalPalo Alto, CA Cornerstone Capital (Petersen, Flynn & Dinsmore)RIAacquired by Cerity Partners, Oct 2026 $1.4B Financial Advisor
Oct 1 Acquisition Echo Wealth ManagementPlymouth, MN Echo Wealth ManagementRIAacquired by Cerity Partners, Oct 2026 $337M Financial Advisor
Jul 2 Acquisition Cordant Wealth PartnersPortland, OR Cordant Wealth PartnersRIAacquired by Cerity Partners, Jul 2026 $370.5MPer Form ADV InvestmentNews
Apr 1 Acquisition Covenant PartnersNashville, TN Covenant PartnersRIAacquired by Cerity Partners, Apr 2026 $1.1BPer Form ADV InvestmentNews
Jan 6 Acquisition Austin Private WealthAustin, TX Austin Private WealthRIAacquired by Cerity Partners, Jan 2026 $1.4B Press Release

Departures 0

Teams leaving Cerity Partners in 2026.

No recorded departures in 2026.

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.