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Other - JUNE 19, 2020

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Cresset and PagnatoKarp join forces, creating $9.5b RIA

by Released

Cresset Asset Management has combined with PagnatoKarp through an acquisition. PagnatoKarp is a Reston, Va.–based SEC registered investment adviser with $2.3 billion in assets under management.

Together with PagnatoKarp, Cresset now has $9.5 billion in AUM and eight offices around the nation. The strategic combination places Cresset among the 25 largest RIAs in the country based on the methodology used from InvestmentNews’ RIA Data Center AUM.

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