Deals & Moves Roundup: Mather Group, Great Diamond Buy RIAs

Published on May 23, 2025

In addition, $15B Aspiriant adds five partners, QTR Wealth announces its RIA independence and LPL snags an $850 advisory from Cetera.

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RIA Edge 100: Cresset

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The president and COO of the family-office-turned-mega-RIA says the company’s growth can be traced to its roots, which include expertise in private market investing and a commitment to digital marketing.

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The usual suspects top the list, but Texas makes a particularly strong showing.