Deals & Moves: Bahnsen Opens Silicon Valley Office; Savvy Lures $300M RIA

Group 1: Major Deals and Mergers - Cerity Partners has agreed to merge with Verus Investments, which has $1.2 trillion in institutional advisory assets, potentially making it one of the largest deals of the year [1] Group 2: Company Expansions - The Bahnsen Group has opened its 11th office in Silicon Valley, hiring financial advisor Sean Buxton to lead the new location, which is its first physical office in Northern California [3][4] - The Bahnsen Group has achieved a 31% organic annual growth rate since its launch in April 2015 [3] - Savvy Advisors has acquired the Colorado Wealth Group, which has approximately $300 million in assets under management, contributing to Savvy's growth rate of 4.5x over the past year, with total AUM nearing $5 billion [7]