Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign in My Desk 0 EditionsSign in

wealth team

Crown Legacy Wealth

$838MBook of businessas reported in coverage

5Advisors

Bellevue, WAMarket

The lineage

until Aug 31, 2026PRIORWells Fargo

Aug 31, 2026CURRENT&Partners

No published coverage yet.

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Phil Scott
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Rick Wurster Schwab
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Pledged to keep Schwab's custody focus on RIAs under $100M
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Jon Beatty Schwab Advisor Services
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Said at IMPACT the industry never had a moment to call its own.
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Shannon Reid Osaic
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Calls recruiting "very, very fierce" amid advisor competition
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