Modera Wealth Management Acquires Parsec Financial
Modera Wealth Management, LLC has acquired Parsec Financial in a transaction that creates one of the largest independent wealth management firms on the East Coast.
Source: thepilot.com
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Modera acquires $3.75B RIA Parsec Financial | Financial Planning
One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.
Source: financial-planning.com
Modera Merges With $3.8B North Carolina RIA Parsec Financial
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.
Source: wealthmanagement.com