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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Heartwood Wealth Advisors

RICHMOND, VA
CRD: 300273
In network coverage since September 29, 2026 · 5 stories
$1.5BRegulatory AUMSEC Form ADV · Oct 3
13EmployeesForm ADV
2Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal announcedWaverly Advisors · $1.7B — coverage
Sep 28, 26Deal announcedWaverly Advisors · $1.7B — coverage
Network coverage
The Close

Beacon Pointe adds $1.35B across three RIAs, passing $70B

The trio includes a roughly $1 billion California and Texas planner and two firms under $250 million; Wealthspire also bought a London wealth manager.
M&A · Oct 1Nuveen closes Schroders deal without disclosing the price
Recruiting & transitions · Sep 29Most remaining Wells producing managers told to pick clients or management
Deals & PE · Sep 29Canyon and Castlelake file zero-sold credit funds as Nscale SPV sells $2.5M
M&A · Sep 29Waverly to buy a $1.7B Richmond RIA, its 36th deal since Aspire's 2021 stake
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