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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
ria

Stifel Independent Advisors

ST LOUIS, MO
CRD: 28218
In network coverage since August 27, 2026 · 9 stories
$5BRegulatory AUMSEC Form ADV · Oct 24
198EmployeesForm ADV
-3Talent net · 12 months0 in · 3 out
Regulatory AUM · Aug 29 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -3 · 0 incoming events · 3 outgoing events
Arrivals
None tracked.
Departures
Freehold Wealth Management
Oct 23 · to Osaic
Adam J Pignatti
Sep 4 · to Equitable Advisors
Brady Cooper Allen
Sep 4 · to Equitable Advisors
Network coverage
RIA

Osaic president says recruiting turned 'very, very fierce'

Shannon Reid also said large-scale M&A is 'not really in our plan' for Osaic, which has about $740 billion in assets.
Data · Oct 26Steward CEO Jim Gold says RIA deal volume may run five times reported
The Advisor's Note · Oct 26Raymond James names Kirk Bell to lead independent contractor unit
Features · Oct 26Raymond James names Scott Curtis COO effective Oct. 26
Recruiting & transitions · Oct 23Freehold Wealth moves $576M practice to Osaic from Stifel
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
RIA · Sep 24Stifel's record assets are an employee-channel story
RIA · Aug 27Stifel's record July shows the employee model can still win
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