ria

Gilbert & Cook

In network coverage since September 18, 2026 · 4 stories

2Deals on our tracker

Deal recordFull tracker →

Sep 17, 26Deal announcedCerity Partners · $2B — coverage

Sep 17, 26Deal announcedCerity Partners · $2 — coverage

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Moves

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

The Palo Alto RIA, founded in 1978 and owned by three partners, joins Cerity alongside firms in Minneapolis and Atlanta in a week of about $2 billion in announced mergers.

The Close · Sep 22The next RIA premium is integration capacity

Moves · Sep 22Cerity buys the last of Shufro Rose, team by team

M&A · Sep 18Cerity's ninth deal of 2026 buys an Iowa distribution shelf