RIA Roundup: Jurika, Mills & Keifer Joins Cerity Partners :

More than $6.6B in assets was transacted this week, two new firms were launched, an investment bank opened, and firms filled key positions.

Related Keywords

South Carolina , United States , Chicago , Illinois , Boston , Massachusetts , Texas , Houston , Iowa , New York , Coldstream , Bonnie Burset , Matt Sonnen , Hannah Bryant , Lois Basil , Liz Nesvold , Jen Abboud Smith , Dan Rollins , Phillip Hamman , Linscomb Williams , Brent Brodeski , Will Richardson , Jamie Hopkins , Mark Zion , Harold Williams , David Devoe , Walter Christopherson , Heacock Jones , Paul Heacock , Nick Englebart , Ryan Patterson , Mikel Keifer , Wealth Enhancement Group , Devoe Company , Boston Consulting Group , Silicon Valley Bank , Wells Fargo , Carson Group , Savant Wealth Management Acquires Basil Financial Group , Investment Committee , Merrill Lynch , Basil Financial Group , Cadence Bank , Heacock Jones Financial Services , Basil Financial , Paragon Financial , Modera Wealth , Parsec Financial , Brainard Capital , Summit Financial , Keifer Joins , New York City Based , San Francisco Bay , Enhancement Group Adds Heacock , Jones Financial Services , Jones Financial , President Paul Heacock , Wealth Management Acquires Basil Financial Group , Wealth Management , Atlanta Based Capital Directions , Capital Directions , Paragon Principal Mark , Group Hires Jen Abboud Smith , Lead Client Acquisition Strategy , Bain Capital , Long Ridge Private Equity Partner , Boston Consulting , Williams Elects Walter Christopherson Chairman ,