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RIA News: Modera Wealth Acquires Parsec Financial

Modera Wealth Management has acquired Parsec Financial, creating one of the East Coast’s largest independent wealth management firms, with over 180 employees, in 14 offices spanning from Massachusetts to Florida, managing over $10.5 Billion in AUM. The acquisition was made with financial backing from private equity firm TRIA Capital Partners, one of Modera existing equity partners and a serial investor in RIAs.