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Saturday, October 3, 2026The Morning Brief →Sign in
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David Blisk

In PWD coverage since October 1, 2026 · 4 stories
PWD coverage
M&A

Concurrent to add Spire's $5.4B and 30-plus advisor teams in first platform purchase

Concurrent reports $28.6 billion in AUM pro forma for the announced $5.4 billion Spire platform, up from $16.8 billion at the start of the year.
M&A · Oct 2Concurrent buys $5.4B Spire and sets a $3B-to-$10B platform target
M&A · Oct 1Concurrent acquires Spire Investment Partners, its first RIA platform purchase
move · Oct 1Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams
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