
Deals & Moves: Creative Planning, Merit Stay Active in 2026
Published on March 13, 2026
In addition, Aspen Standard RIA Summitry acquires a neighbor in California, and Raymond James snags six advisors from LPL’s Commonwealth.

In addition, Aspen Standard RIA Summitry acquires a neighbor in California, and Raymond James snags six advisors from LPL’s Commonwealth.