RIA Edge

Three former Carson Wealth advisors have joined Private Wealth Asset Management by way of Wells Fargo Private Bank.

With $400 million in assets, Cornerstone is the 15th acquisition in PCIA history and builds on roughly 500% growth in just five years.

In its first acquisition of the year, Captrust adds a $5.8 billion firm with wealth, retirement planning, and endowment and foundation businesses.

How a quartet of young owners who bought out Ensemble founder Curtis Brown grew the firm's assets by more than 325% in seven years.