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Friday, September 25, 2026The Morning Brief →Sign in
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Stevens and Ciccone Associates

In PWD coverage since September 1, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Aug 31, 26Deal announcedGrimes & Company — coverage
Aug 31, 26Deal announcedGrimes & Company · — coverage
PWD coverage
M&A

Grimes' tax-practice deal is a retention play

The $7 billion RIA bought eight CPAs and 800 clients to make tax depth part of retaining the households it brings in.
Deals & PE · Sep 1Allworth and Sequoia buy capabilities, not just AUM
RIA · Sep 1Grimes brings tax prep in-house as mid-sized RIAs chase retention
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