Accounting Today

Moss Adams spins off wealth management unit

Moss Adams, a former Top 25 Firm that joined Baker Tilly US last year in a megamerger, has spun off its Moss Adams Wealth Management unit.

Former rivals Baker Tilly and Moss Adams just merged as private equity reshapes accounting. Their CEOs explain why they did the deal.

The merger makes Baker Tilly US the 6th largest CPA firm in the US. CEOs Jeff Ferro and Eric Miles told Business Insider how ...

Moss Adams wealth unit spins out of Baker Tilly with new name

Preview this article 1 min The move comes after the Seattle area's largest accounting firm merged with Chicago-based Baker Tilly last year. How mergers have reshaped Portland's accounting firms Moss ...
Financial Advisor

Moss Adams Spins Off Advisor Unit As Independent $5.8B RIA

Moss Adams Wealth Advisors is rebranding as Threadline Wealth almost a year after Moss Adams merged with Baker Tilly.
TMCnet

Moss Adams Wealth Advisors Goes Independent, Unveils New Brand: Threadline Wealth

The new firm, majority led by management, launches as an independent RIA, positioning itself to collaborate broadly across the accounting profession while building a regional boutique wealth ...

Accounting Firm Baker Tilly Is Spinning Off $5.8 Billion Wealth Management Arm Into Independent RIA

Threadline Wealth will launch in May as an independent wealth manager operating across the West Coast.
The Business Journals

Year in Review: Major accounting firms Baker Tilly, Moss Adams merging was a Deal of the Week

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The merger created the country's ...