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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Blue Rock Financial Group

REHOBOTH BEACH, DE
CRD: 298558
In network coverage since October 7, 2026 · 5 stories
$382MRegulatory AUMSEC Form ADV · Oct 24
10EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Oct 10 – Oct 24
Deal recordFull tracker →
Oct 8, 26Deal announcedAlphaCore Wealth Advisory · $0 — coverage
Oct 6, 26Deal announcedAlphaCore Wealth Advisory · $400M — coverage
Network coverage
Features

Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million

The Hardy team's departure is listed as a breakaway, not a block trade.
Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs
Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples
M&A · Oct 8Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets
M&A · Oct 7AlphaCore adds $400 million Delaware practice Blue Rock Financial Group
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