Fri. Oct 10th, 2025
Fri. Oct 10th, 2025
CI Financial Acquiring $6 Billion RIA RegentAtlantic
CI Financial Acquiring $6 Billion RIA RegentAtlantic

CI Financial will acquire RegentAtlantic, a New York-based RIA with $6 billion in managed assets. The deal will push CI over $100 billion in U.S. assets only two years after…

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Cerity Partners Merges With $5B San Francisco RIA
Cerity Partners Merges With $5B San Francisco RIA

RIA consolidator Cerity Partners has acquired Bingham, Osborn & Scarborough, a $5 billion registered investment advisory firm in San Francisco, a move that expands Cerity’s West Coast footprint and brings…

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