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Deals & Moves: Allworth, Carson Lead Weekly Deal Flurry
['Alex Ortolani', 'Senior Reporter']
wealthmanagement
Carson Adds $436M Alaska-based RIACarson Group, an Omaha, Neb.-based RIA with $48 billion in AUM, has acquired Shilanski & Associates, a financial planning firm based in Anchorage, Alaska, that manages about $436 million in assets.
The husband-and-wife team is joined by their children, Micah and Jamie, managing partners and wealth advisors at the firm, and nine other team members.
Related:Arax's Ashton Thomas Adds $1.5B Team, Names New CIOThe deal helps Moneta expand further in Denver.
FP Transitions facilitated the deal between Gryphon and Savant, which has offices in 20 states and about $33 billion in AUM.
The deal for Oak Hill, which has $603 million under advisement, according to its latest Form ADV, will expand Cerity’s footprint in the area.