The two firms share office space and opted to move jointly. This is the latest of several teams to move from Osaic to Commonwealth this year.

RIA sentiment over the economy and the markets both jumped to their highest levels of the year in the wake of the presidential election, according to WealthManagement.com’s monthly Advisor Sentiment Index.

The deal with Fishman Block + Diamond will expand Cerity’s tax advice service in the Los Angeles area.

An Ohio-based trio of advisors managing about $995 million joined Raymond James from Merrill Lynch, while Beacon Pointe Advisors snagged two teams in Boston and Dallas totaling more than $600 million.

H.M. Payson & Co., a 170-year-old firm with a trust company, will represent Corient's first Maine location.

The addition of Roth Asset Management is the 30th deal since Wealth Partners Capital Group took a minority stake in December 2020.