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The acquisition of Maryland-based multi-office and RIA WMS Partners will boost Homrich Berg’s total assets under management above $24 billion, according to the firm.
The purchase of Avitas Wealth Management expands Lido’s presence in the city where it is headquartered. It’s the latest large deal for the RIA since Constellation Wealth Capital bought a minority stake earlier this year.
The latest acquisitions by Modern Wealth, co-founded by a trio of former United Capital executives, bring its total to 13 deals since its launch in April 2023.
