US EditionDeals & Moves: Diversify Adds $450M RIA to Affiliate Model; Merit Acquires First Utah RIA
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Deals & Moves: Diversify Adds $450M RIA to Affiliate Model; Merit Acquires First Utah RIA
In this week's deals and moves, Steward opens an Arizona office with the acquisition of a $225M RIA; Mariner brings on a $1.4B firm with professional athlete clients; and $8B Perigon recruits an advisor from Merrill.
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