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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- Todd Gartrell Raymond James Financial Services
Said team's planning and service approach fits Southeast presence
LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice - Ralph Linn Truxton Wealth
Joined Truxton Wealth as senior vice president and portfolio manager.
Truxton Wealth hires Ralph Linn as senior vice president, portfolio manager - Andrew Conn
Listed as an advisory member of the team that joined Indivisible.
Rosenwald Private Wealth's $1.1B Baltimore team joins Indivisible Partners from RBC - Brennan Dunn
Listed as an advisory member of the team that joined Indivisible.
Rosenwald Private Wealth's $1.1B Baltimore team joins Indivisible Partners from RBC - Seth Jones
Listed as an advisory member of the team that joined Indivisible.
Rosenwald Private Wealth's $1.1B Baltimore team joins Indivisible Partners from RBC - David Kessler CohnReznick
Says wealth division will create growth avenue and expand client solutions.
CohnReznick to add Aldrich's $8B wealth practice, closing mid-December - Heather Wonderly Aldrich Wealth
Says joining CohnReznick expands resources while preserving fiduciary approach.
CohnReznick to add Aldrich's $8B wealth practice, closing mid-December - Kevin Collins T. Rowe Price
Stated firm sees opportunity to expand wealth business further
T. Rowe Price adds two wealth executives, with 50-plus client-facing roles in progress - Kevin Johnson T. Rowe Price
Joined T. Rowe Price as head of wealth research
T. Rowe Price adds two wealth executives, with 50-plus client-facing roles in progress - Ryan Bauer T. Rowe Price
Joined T. Rowe Price to lead RIA enterprise national accounts
T. Rowe Price adds two wealth executives, with 50-plus client-facing roles in progress - Michael Im Perennial Wealth Partners
Quoted saying team relationship is an incredible asset for clients.
Hightower and Merrill teams launch independent practices with $1B-plus in assets - Nick Economos Economos Private Wealth
Launched Economos Private Wealth via LPL, bringing $580M from Merrill.
Hightower and Merrill teams launch independent practices with $1B-plus in assets - Tim Lower
Founded Willow Tree in 2017; commented on providing capital to VestGen.
VestGen takes Willow Tree credit to fund Midwest RIA acquisitions - Jason Hanavan
Succeeded as CEO and said capital will fund aggressive growth strategy
VestGen Wealth Partners receives Willow Tree credit to fund RIA acquisitions - Kevin C. Leahy
Says AI system will preserve 35-to-1 ratio while adding team capacity
Connecticut Wealth Management hires Subatomic to build an AI operating system - Sam Sova Subatomic
Says AI operating system runs in secure environment with role-based permissions
Connecticut Wealth Management hires Subatomic to build an AI operating system - Alex Barrett
Partner on 13-person team joining Captrust from Truist
Captrust adds $3B Hoge-Barrett team from Truist in Winston-Salem - Brett Hoge
Leads 13-person team joining Captrust with $3B in client assets
Captrust adds $3B Hoge-Barrett team from Truist in Winston-Salem - John Plansky State Street
Co-leads the new RIA custody unit for large RIAs
State Street and Apex Clearing launch RIA custody unit for $1 billion-plus RIAs - Will Trout Datos Insights
Called the State Street-Apex combination a potential 'dream' service
State Street and Apex Clearing launch RIA custody unit for $1 billion-plus RIAs - Jeff Yamada
Worked alongside MCS founder since 2004; joins Waverly as partner
Waverly Advisors buys $151M Oregon RIA; Apella Wealth adds $261M Blue Spark - Michael Stalker
Founded MCS in 1991; joins Waverly as partner and wealth advisor
Waverly Advisors buys $151M Oregon RIA; Apella Wealth adds $261M Blue Spark - John Alexander
Says the hires answer advisors seeking more support and capability
&Partners to add UBS executives Mara Glassel and Julie Fox as equity partners - Ayako Yoshioka Wealth Enhancement
Warned AI can give private-market investors false diversification
Wealth Enhancement strategist warns AI can cause false diversification in alternatives - Matt Barthel
Hired as managing partner of strategic advisor recruiting
MAI Capital hires Matt Barthel to lead advisor liftout recruiting
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Rankings count distinct stories published by Private Wealth Daily in the selected period. Repeat versions of the same story count once. Ties go to the most recent coverage. Firms includes named funds.
Descriptions are grounded in the linked article and checked against its supporting text. Affiliations appear only when explicitly stated in that article; they describe the relationship reported at that time. Source credits and incidental references are excluded. Profiles may include reporting from across the Daily Network.
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