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Deals Of The Day: The Latest In Wealth Management M&A – Modera, RS Crum

Editorial Staff

6 November 2026

Modera Wealth Management is merging with RS Crum to build a bicoastal business, the former announced earlier this week. The financial terms were not disclosed.

Turkey Hill Management served as exclusive advisor to RS Crum. 

RS Crum, founded in 1976 in Newport Beach, California, serves more than 250 households. The team of nine will join Modera, including firm leaders Mark Rylance, Jon Theriault, and Daniel Sexton. 

The transaction has boosted Modera’s assets under management to approximately $750 million. In total, Modera looks after more than 6,300 clients and $20 billion of assets, as of September 30 this year.