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Financial Services & Private Equity

Choose Weaver to help you navigate complex financial regulations, optimize risk management and ensure compliance.
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Discover the SEC's latest exam priorities for private funds and RIAs to stay compliant and prepared for 2026.
Explore common pitfalls in management company accounting, from consolidation and revenue recognition to leases and alternatives to a U.S. GAAP audit.
Surprise examinations may offer RIAs a practical path to custody rule compliance. Learn when exams work best, what they involve and steps to get ready.
Surprise examinations under the SEC custody rule don’t have to be overwhelming. Learn about exam timing and key compliance strategies for RIAs.
Explore Weaver’s 2025 Corporate Responsibility Report, featuring our first double materiality assessment and updates on our sustainability progress.
Learn how the SEC custody rule and surprise examinations apply to RIAs and key compliance basics in Weaver’s RIA Surprise Examinations series.
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Alternative Investments
We work with a wide range of funds, including private equity, hedge, fund of funds, real estate and more.
Learn MoreBanking
No matter the size of your institution, we can enhance financial stability, support regulatory compliance and strengthen cybersecurity for banks.
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Find concentrated experience in property and casualty, life and health, fixed annuity and health insurance.
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