Deals & Moves: J.P. Morgan Duo Breaks to Mariner; Maridea Adds Woman-Led RIA

Published on September 5, 2025

In a week that saw numerous multi-billion dollar transactions, CW Advisors made its first deal since being acquired by Osiac, United Capital made its initial one after being bought by Creative Planning, and mega-RIA Wealth Enhancement Group and $1.5B SpirePoint added advisors.

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