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Deals & Moves: Composition Nears $10B; Procyon Expands in Northeast

In addition, Carson Wealth snags a $608 million Colorado-based firm, RIA holding company Aspen acquires its third firm, and a $580M Indianapolis-based RIA joins Sanctuary’s independent partner channel.

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wealthmanagement.com

Deals & Moves: Composition Nears $10B; Procyon Expands in Northeast

3 days ago

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Private Banker International

Procyon acquires Connecticut RIA Wooster Corthell

Connecticut-based RIA Procyon has expanded in its home market with the purchase of Wooster Corthell Wealth Management. Financial terms of the transaction remain undisclosed. Wooster Corthell manages around $600m in client assets. The addition of this Connecticut RIA increases Procyon’s total assets under management to around $8bn. Procyon co-founder and CEO Phil Fiore said: “We are thrilled to welcome the Wooster Corthell team to Procyon. “They …

3 days ago

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