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Search the network’s Firm & Fund Lookup- LPL
Took 18 teams and $42B disclosed books, the biggest gross haul.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Northwind Group
Closed a $1B real estate debt fund at twice its $500M target
Credit fundraising falls 48% as hard assets outraise it by $5.3B - Wealth Partners Capital Group
Holds a stake in Curi alongside employees after Vistria deal
RIA sale prices depend on client retention and deal structure - Apex Clearing Corp.
Co-launched RIA custody unit targeting firms over $1B
Fidelity's $100 million custody minimum leaves 706 of 986 RIA relationships below it - State Street
Launched RIA custody unit targeting firms over $1B
Fidelity's $100 million custody minimum leaves 706 of 986 RIA relationships below it - Equitable Advisors
Acquired Stifel Independent Advisors in February 2026.
Osaic adds $576M Freehold team from Stifel Independent Advisors - PNC Private Bank
Was source of advisor teams in LPL's $5.4 billion addition
LPL replaces advisor recruiting chief as executive changes outpace liftouts - EP Wealth Advisors
Its co-founder argued organic growth, not dealmaking, drives value.
EP Wealth's Brian Parker says organic growth, not dealmaking, sets wealth managers' value - MassMutual
Launched securities-backed credit line with Supernova
Schwab reports record $24 billion managed investing flows as it develops proprietary long-short strategy - Cetera Planning Partners
Logged 50 advisor arrivals in the 30-day count.
LPL Financial adds $5.4 billion in advisor teams - HighWater Wealth
Moved a $2.4B team from U.S. Bank to LPL Financial.
LPL Financial adds $5.4 billion in advisor teams - Apella Wealth
Announced acquisition of Blue Spark Capital Advisors, sized at $261 million
Apella and Waverly announce RIA acquisitions of $261M and $151M - Citi
Participated in Trinity Investments' $210 million closed deal
Apella and Waverly announce RIA acquisitions of $261M and $151M - Mariner Wealth
Recorded 49 advisor moves and related events in the same 30-day window
LPL leads advisor moves with 121 in 30 days - Legacy Consulting Group
Subject of The Mather Group's announced $400 million deal
Mercer Advisors closes $1.9B refinancing led by Goldman Sachs - The Mather Group
Announced $400 million deal for Legacy Consulting
Mercer Advisors closes $1.9B refinancing led by Goldman Sachs - Praxis Financial Partners
Left Wells Fargo FiNet for LPL with $1.1B in client assets
Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL - Vicinity Energy
Majority stake being bought by Harrison Street at $2.92B value
Concurrent announces Spire platform purchase, adding $5.4 billion with no price disclosed - Envestnet
Says no forced Vestmark client migrations; deal expected in Q4
Envestnet says no forced Vestmark migrations after deal closes - Vestmark
Acquisition target with $49.9B regulatory assets across 84,069 accounts
Envestnet says no forced Vestmark migrations after deal closes - Captrust Financial Advisors
Acquired Pacific Sage Partners, adding about $1.1B in client assets.
CAPTRUST buys $1.1B Washington RIA Pacific Sage Partners - Stifel
Reported $576.5 billion in client assets, down 1.9% from a month earlier
Recruiting scoreboard: client assets at public wealth firms in September 2026 - The Edward Fitzpatrick Group
Five-person Houston advisor team managing $3.5 billion moved to Janney.
Janney adds $3.5B Houston team from Raymond James - SEI
Hosted summit whose advisors were polled on organic-growth optimism
81% of advisors surveyed at SEI summit are more optimistic on organic growth than in 2025 - Finny
Named among six connectors added to Claude for Financial Advisors
Anthropic adds six connectors to Claude for Financial Advisors
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