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Echo Wealth Management

PLYMOUTH, MN

CRD: 174136

In network coverage since October 3, 2026 · 4 stories

$288MRegulatory AUMSEC Form ADV · Oct 17

5EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Oct 3 – Oct 17

Deal recordFull tracker →

Oct 2, 26Deal announcedCornerstone Capital · Cerity Partners · $1.7K — coverage

Sep 30, 26Deal announcedCornerstone Capital · 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

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.