Acquiring Company
Modera Wealth Management
Acquired Company
RS Crum
New JerseyCaliforniaFinancial ServicesFinanceLendingDescription
Modera Wealth Management has announced a transaction with RS Crum Inc., a Newport Beach-based fee-only firm with about $750 million in assets. The deal establishes bicoastal operations for Modera, with RS Crum's nine-person team, including principals Mark Rylance, Jon Theriault, and Daniel Sexton, joining the firm. Turkey Hill Management served as exclusive advisor to RS Crum.
Who to call at Modera Wealth Management, and when
When Modera Wealth Management changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired RS Crum?
RS Crum was acquired by Modera Wealth Management, based in New Jersey. The deal was reported on November 4, 2026. Modera Wealth Management is a fee-only, fiduciary financial advisory firm based in Westwood, New Jersey. Modera Wealth Management is privately held.
When did Modera Wealth Management acquire RS Crum?
Modera Wealth Management's acquisition of RS Crum was reported on November 4, 2026. Modera Wealth Management has announced a transaction with RS Crum Inc., a Newport Beach-based fee-only firm with about $750 million in assets. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does RS Crum do?
RS Crum is a fee-only financial planning firm founded in 1976 as one of the country's first of its kind. The firm serves more than 250 households and manages approximately $750 million in assets. It is privately held, operating in Financial Services, and is based in California.
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