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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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Summit Wealth Group

TULSA, OK
CRD: 166118
In network coverage since September 3, 2026 · 5 stories
$182MRegulatory AUMSEC Form ADV · Oct 24
8EmployeesForm ADV
1Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 5 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Scott Hardy
Oct 9 · from Commonwealth Financial Network
Departures
None tracked.
Deal recordFull tracker →
Aug 31, 26Deal closedFinancial Investment Team · $224M — coverage
Network coverage
The Advisor's Note

Wells Fargo Advisors FiNet recruits 11-advisor Ameriprise team to form Orchard Financial Group

Michael Kawase, Eric Smutko, Audre Schmedes and Anthony Perez move from Ameriprise to Wells Fargo FiNet.
Features · Oct 12Wells Fargo FiNet logs 11-advisor team liftout from Ameriprise
Features · Oct 11Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million
M&A · Oct 9Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock
M&A · Sep 3Oregon deal buys a succession plan, not a map
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