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Parsec brings about $3.8 billion in AUM, raising Modera's assets to $10.5 billion and creating one of the largest RIAs on the East Coast.

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Below are more deals that occurred this week: Focus Financial Acquires St. Louis–Based RIA Focus Financial Partners, a publicly traded acquirer of RIAs, said it has acquired Hill Investment Group, a St. Louis–based firm. Terms of the deal, expected to close later this quarter, were not revealed. Hill Investment Group manages close to $700 million with 12 employees, focused mostly on high-net-worth families.  Morgan Stanley Team Departs to Form All Source Investment Management RZ Wealth Joined Diversified Lifelong Advisors     The combining of Wayne, Penn.–based RZ Wealth and Divers...

New Jersey-based Modera merges with Pennsylvania-based Independence Advisors; Modera also received an equity infusion from Tria Capital.

Modera Wealth Management Announces Merger with Independence Advisors and TRIA Capital Partners Investment News provided by Share this article Share this article WESTWOOD, N.J., Jan. 12, 2021 /PRNewswire/ -- Modera Wealth Management, LLC (Modera) and Independence Advisors, LLC (IA) merged on December 30, 2020. The firm operates under the name of Modera Wealth Management, LLC, with combined regulatory assets under management of approximately $4.4 billion (as of 12/31/2019), over 1,900 clients across 40 states, 81 employees, and an office presence in Massachusetts, New Jersey, Pennsylvania, Geo...