Skip to content
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
ria

RFG Advisory

VESTAVIA HILLS, AL
CRD: 158401
In network coverage since October 4, 2026 · 16+ stories
$8BRegulatory AUMSEC Form ADV · Oct 24
360EmployeesForm ADV
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Aug 22 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Angelica R Walter, Christine Marie Wedell, David Michael Pulcini
Aug 29 · to Private Client Services, LLC
Deal recordFull tracker →
Sep 8, 26Deal announcedWFA · Volare Wealth Advisors · WFA Volare · $750 — coverage
Network coverage
Data

Advisor moves outnumber announced wealth deals in 30 days; LPL is busiest

Daily Network tracking recorded 732 deal announcements and 642 completed deals in the same period.
Data · Oct 21LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Data · Oct 20Kestra, Retirement Planning Group and Raymond James Financial Services trail LPL in 30-day advisor events
Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group
Data · Oct 17LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71
Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count
Data · Oct 14UBS logs 91 events in past 30 days; LPL second with 83
Data · Oct 12Advisor moves outnumber breakaways 38 to 1 over the past 30 days
Moves · Oct 12UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals
Data · Oct 10UBS tops 30-day advisor activity; 1,838 moves and 35 breakaways logged
Data · Oct 8XYPN's registration pipeline rises 83% to 110 firms
Data · Oct 7Advisor moves outpace breakaways 59 to 1 in 30-day tracking
Practice management · Oct 7Marie Swift, Ashten Legg and Matt Ackermann on RIA podcast launch prerequisites
The Wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet
The Close · Oct 4Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals
Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.