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CAPTRUST Financial Advisors announced that it has acquired Aevitas Wealth Management, a Wellesley Hills, Mass.-based firm with $567 million in assets, according to a news release.
More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.
CAPTRUST Financial Advisors has acquired QA Wealth Management, a Minnetonka, Minn.-based firm with $770 million in advisory assets, according to a news release.
/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of QA Wealth Management (QA). Based in Minnetonka, Minnesota, QA provides...
In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.