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Raymond James Financial

In PWD coverage since August 26, 2026 · 4 stories
PWD coverage
move

Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams

Spire's advisors keep their own brands as independent contractors, and both advisors and employees become eligible for Concurrent equity after a year.
RIA · Sep 30Fitch says higher rates stand to lift wealth manager cash earnings
Deals & PE · Aug 26Vanguard's Altruist buy is a bet on tax season
Moves · Aug 26LPL and Raymond James land $470M, but the platform is the pitch
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