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Monday, October 5, 2026The Morning Brief →Sign in
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Sandy Cove Advisors

HINGHAM, MA
CRD: 152482
In PWD coverage since September 30, 2026 · 7 stories
$685MRegulatory AUMSEC Form ADV · Oct 3
8EmployeesForm ADV
5Deals on our tracker
Deal recordFull tracker →
Oct 2, 26Deal announcedHightower Signature Wealth · $752 — coverage
Oct 2, 26Deal announcedHightower Signature Wealth · Hightower · $752M — coverage
Sep 30, 26Deal announcedHightower · $752M — coverage
Sep 30, 26Deal announcedHightower — coverage
Sep 29, 26Deal announcedHightower Signature Wealth · Hightower · $752M — coverage
PWD coverage
Deals & PE

Concurrent announces $5.4B Spire purchase and $3B–$10B platform target

Concurrent's first platform purchase adds more than 30 advisor teams and lifts pro forma assets to $28.6 billion.
Deals & PE · Oct 3Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed
Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
Deals & PE · Oct 2Concurrent buys Spire's 30-plus teams in first RIA platform deal
M&A · Oct 1Nuveen closes Schroders deal without disclosing price or cost savings; 12-to-18-month separation planned
M&A · Sep 30Hightower agrees to buy $752M Sandy Cove for its W-2 channel
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