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Cornerstone Capital

In network coverage since October 2, 2026 · 5 stories

2Deals on our tracker

Deal recordFull tracker →

Oct 2, 26Deal announcedEcho Wealth Management · Cerity Partners · $1.7K — coverage

Sep 30, 26Deal announcedEcho Wealth Management · Cerity Partners · $1.7B — coverage

Network 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

Moves · Oct 3Cerity Partners merges with Cornerstone Capital and two other RIAs in a $2 billion week

Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

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