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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
firm

Equitable Advisors

NEW YORK, NY
CRD: 6627
In network coverage since September 10, 2026 · 16+ stories
$47.3BRegulatory AUMSEC Form ADV · Oct 24
5,674EmployeesForm ADV
1Deals on our tracker
+1Talent net · 12 months2 in · 1 out
Regulatory AUM · Aug 22 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 2 incoming events · 1 outgoing events
Arrivals
Adam J Pignatti
Sep 4 · from Stifel Independent Advisors
Brady Cooper Allen
Sep 4 · from Stifel Independent Advisors
Departures
Michael Biggs
Oct 7 · to Osaic
Deal recordFull tracker →
Sep 17, 26Fund launchBenefit Trust Company · T. Rowe Price — coverage
Network coverage
Recruiting & transitions

Freehold Wealth moves $576M practice to Osaic from Stifel

Mary Steele, the founders' daughter, cited Osaic's succession-planning resources as a reason for the move.
Data · Oct 23Merrill lifts 2027 growth bar to $7.5M as RBC hires $1B UBS team
Moves · Oct 23Osaic adds $576M Freehold team from Stifel Independent Advisors
Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody
Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL
The Close · Oct 1Advisors start retirement cash-flow work years before a business sale
Moves · Sep 25AllianceBernstein hands its wealth builder the CEO job
RIA · Sep 25Jump rents the same AI to rivals; Altruist owns the record
Insurance Credit · Sep 23Samsung's China unit keeps its A as the group buys control
Investments · Sep 23CITs answer to bank examiners. Sponsors answer for the rest.
The Wrap · Sep 21The $51.2 trillion record is a price; the exit is the product
The Wrap · Sep 18Equitable rents a glidepath as CITs take the target-date market
Practice management · Sep 17MoneyGuide can now model the annuity inside the plan
The Wrap · Sep 11Strategics are taking insurance control, and sponsors are the sellers
The Wrap · Sep 10A capital charge puts Bermuda's $375 billion sidecar stack on trial
The Wrap · Sep 10The calm that builds the next wave
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