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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

CAPTRUST

RALEIGH, NC
Hiring · 4 open roles →
CRD: 175112
In network coverage since September 25, 2026 · 16+ stories
$1.2TRegulatory AUMSEC Form ADV · Oct 24
1,841EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Oct 20, 26Deal announcedRHA Wealth · $300 — coverage
Oct 20, 26Deal announcedHoge-Barrett Group · $3K — coverage
Oct 20, 26Deal closedCompass · Long Island Wealth Management · $1.2K — coverage
Network coverage
Features

A buyer's deal pipeline is not collateral for an RIA sale

Wealth managers announced 156 deals and closed 50 in 90 days. Sellers should price the buyer on closes, committed capital and who stays.
Features · Oct 26Busiest RIA buyers average $679 million a deal, below the median
Features · Oct 26RIA sale prices turn on retention; the structure carries the multiple
Moves · Oct 23Modern Wealth acquires 4thGEN, a $330M California practice
Moves · Oct 23Truist names Dunn and Cram interim wealth co-heads
M&A · Oct 21Captrust adds $300M Raleigh team, its ninth deal this year
Recruiting & transitions · Oct 20Bank of America downgrades Ameriprise, questioning whether retention bonuses keep big teams
Tax & estate planning · Oct 19Average Social Security COLA adds $75 a month in 2027; Fidelity suggests a planning review
Recruiting & transitions · Oct 19Phil Scott, Jim Atwood launch self-funded RIA with $18.6 billion
The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team
Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners
Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal
Recruiting & transitions · Oct 14Hoge moves $3B-asset Truist team to Captrust, citing employee equity
Moves · Oct 14Captrust adds 13-person, $3B Truist team as Hoge cites equity
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
The Advisor's Note · Sep 25Ameriprise’s retention check is now a recruiting benchmark
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