Live Tracker
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- Chris Illiano
Moved from Comerica Bank with $1.2B in client assets
Citizens Private Wealth adds $3.28 billion via three liftouts - Matt Webber
Moved from Comerica Bank with $1.2B in client assets
Citizens Private Wealth adds $3.28 billion via three liftouts - Kacy Walker LPL
Moved a $300M practice from Cetera to LPL as an advisor
LPL Financial posts $357M Q3 net income, down from $379M in Q2 - Mary Steele Osaic
Moved with a three-person team and $576M in client assets to Osaic.
Osaic president says recruiting turned 'very, very fierce' - Daryl Seaton
Sowell's advisors gain an in-house investment bench for client work and more capacity to win and retain…
Sowell Management promotes Scott Dooley to CIO - Scott Dooley Sowell Management
Promoted to chief investment officer to run a new Office of the CIO.
Sowell Management promotes Scott Dooley to CIO - Andrew Page
Said cost of capital is the biggest swing factor in valuations
19 RIA deals in a week as Mariner seeks $150 million in debt - Benjamin Schiffrin Better Markets
Said RIAs will feel quorum change through SEC rulemaking pace
19 RIA deals in a week as Mariner seeks $150 million in debt - Brian Parker
Said organic growth is what these businesses are ultimately valued on
19 RIA deals in a week as Mariner seeks $150 million in debt - Andrew Lerner
His Atlantic Group brought $1.6B from Oppenheimer to Ameriprise.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Christopher Van Slyke
WorthPointe's founder and majority owner did not join Beacon Pointe.
Busiest RIA buyers average $679 million a deal, below the median - Corey Kupfer
Predicts an RIA IPO within two years but does not name the firm
Mariner seeks $150M term loan add-on, lifting debt to $1.3B - Salvatore Mineo Truing Capital Advisors
Co-leads Truing; client book depends on founding partners staying
RIA sale prices depend on client retention and deal structure - An-Yen Hu
Named as a related person on Benchmark's $85.5M Form D filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Chetan Puttagunta
Named as a related person on Benchmark's $85.5M Form D filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Jack Altman
Named as a related person on Benchmark's $85.5M Form D filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Peter Fenton
Named as a related person on Benchmark's $85.5M Form D filing
Benchmark, AP Maverick funds carry 85% of $188.3M sold - Brian Dowhower
Left amid leadership changes at Truist Wealth.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Bryan Cram
Named interim co-head of Truist Wealth after leadership changes.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Darrell Brown Pinnacle Asset Management
Joined Pinnacle Asset Management from Truist Investment Services.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Erin Powers-Westendorf Pinnacle Asset Management
Joined Pinnacle Asset Management from Truist Investment Services.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Jeff Dunn
Named interim co-head of Truist Wealth after leadership changes.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Jonathan Shaw Pinnacle Asset Management
Joined Pinnacle Asset Management from Truist Investment Services.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Kenneth Levy Modern Wealth Management
Joined Modern Wealth Management from a 4thGEN Wealth team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Mark Taylor Pinnacle Asset Management
Joined Pinnacle Asset Management from Truist Investment Services.
RBC, Kintra, Pinnacle, Modern add 20 advisors
How the tracker works
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.
New articles and corrections are processed throughout the day. Mentions appear after processing; ambiguous identities and unsupported affiliations are omitted.