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Emigrant Partners
In PWD coverage since August 19, 2026 · 4 stories
PWD coverage
M&A
Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
Heartwood Wealth Advisors will bring a 13-person Richmond team and roughly $1.7 billion in assets to a Birmingham acquirer with seven closings since late January.