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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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Fathom Advisors

MINNEAPOLIS, MN
CRD: 343731
In network coverage since September 16, 2026 · 10 stories
Regulatory AUMSEC Form ADV · Oct 24
22EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 19 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Fathom Advisors
Sep 16 · from Ameriprise Financial
Departures
None tracked.
Network coverage
Features

UBS Bought $5.3 Billion of Recruits and Lost $11 Billion

UBS recruited eight teams and $5.3 billion of disclosed books while $11 billion walked out. An advisor holding the offer should price it after forfeiture, against that record.
Recruiting & transitions · Oct 20BofA cuts Ameriprise to Underperform, citing advisor exits and retention loan costs
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
RIA · Sep 24Mission Wealth's asset is integration capacity, not AUM
The Close · Sep 20The talent war's next front is inside the recordkeeper
Features · Sep 20The Breakaway Business Has Split in Two
Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
Recruiting & transitions · Sep 17Ameriprise's $1.3B exit is a custodian decision, priced at 25 basis points
The Close · Sep 17The advisor's local relevance is the growth asset no platform can buy
Moves · Sep 16Ameriprise loses a 23-person firm, not a book
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