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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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Reverence Capital Partners

NEW YORK, NY
CRD: 171471
In network coverage since August 17, 2026 · 9 stories
$18.1BRegulatory AUMSEC Form ADV · Oct 24
47EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 24
Deal recordFull tracker →
Mar 31, 26Deal closedBain Capital · Osaic
Network coverage
Moves

Osaic adds $576M Freehold team from Stifel Independent Advisors

The three-generation Landrum, S.C. practice joins after Equitable Advisors bought Stifel Independent Advisors in February 2026.
Recruiting & transitions · Oct 20ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans
Moves · Oct 20ICG Next leaves LPL for Osaic with $2.3B and acquisition plans
RIA · Sep 25Northwestern Mutual rents the AI layer and keeps the record
Recruiting & transitions · Sep 17Osaic's rebuild starts with the advisors it still has
Recruiting & transitions · Sep 2Platform breadth is the new mid-market affiliation test
Moves · Aug 27Osaic puts AI at the center of its retention pitch
Moves · Aug 19Carson taps ex-Osaic exec Peterson to lead independent recruiting
The Close · Aug 17Carson hires Osaic's recruiting veteran to lead independent channel
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