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- Rick Wurster Schwab
Pledged to keep Schwab's custody focus on RIAs under $100M
Schwab CEO pledges to keep serving RIAs under $100M - Jim Atwood
Left J.P. Morgan Advisors to launch an $18.6B RIA.
J.P. Morgan's Scott and Atwood launch RIA with $18.6 billion - Phil Scott
Left J.P. Morgan Advisors to launch an $18.6B RIA.
J.P. Morgan's Scott and Atwood launch RIA with $18.6 billion - Jon Beatty Schwab Advisor Services
Said at IMPACT the industry never had a moment to call its own.
Schwab sets Feb. 17, 2027 for first National RIA Day - Shannon Reid Osaic
Calls recruiting "very, very fierce" amid advisor competition
UBS and Ameriprise add retention bonuses as recruiting turns fierce - Brett Moldenhauer
His 13-person team stays in Orchard Park after the $1.1B Merit deal.
Busiest RIA buyers average $679 million a deal, below the median - Jeff Cullman Ascend Advisory Group
Moved seven-person team and $1.3B from UBS to Ascend Advisory Group.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - W. Bruce Holt Ascend Advisory Group
Moved seven-person team and $1.3B from UBS to Ascend Advisory Group.
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion - Leksi Kovalerchik
Named advisor moving to Indivisible Partners from RBC Wealth Management.
LPL Financial adds $5.4 billion in advisor teams - Matthew Kunkel
Named advisor moving to Indivisible Partners from RBC Wealth Management.
LPL Financial adds $5.4 billion in advisor teams - Todd Roselle
His nine-advisor Blue Rock team was added by AlphaCore Wealth Advisory.
Scott Hardy team leaves Commonwealth Financial Network for Summit Wealth Group with $189 million - Lauren Podnos-Garner
Named among three advisors in the Podnos team
Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027 - Rachel Podnos O'Leary
Named among three advisors in the Podnos team
Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027 - Ken Hullings LPL
Named LPL Financial's head of recruiting this month
Raymond James lands $460M father-son team from Wells Fargo - Louis Diamond
Says pre-departure retention pay differs from deferred compensation
UBS and Ameriprise add retention bonuses as recruiting turns fierce - Jim Gold Steward Partners
Says RIA deal volume may run five times the reported count
Wealth managers announced 156 RIA deals, closed 50 in 90 days - Craig Bell Atlantic Swiss
Stayed on after Ground Control acquired the wealth manager
19 RIA deals in a week as Mariner seeks $150 million in debt - David Bahnsen
Called the internal acquisition a perfect first deal and not the last.
Busiest RIA buyers average $679 million a deal, below the median - Michael Mock Criterion
Named president in Sammons' Criterion holding-company structure
RIA sale prices depend on client retention and deal structure - Russell Price Truing Capital Advisors
Leads Truing; client book value hinges on founding partners staying
RIA sale prices depend on client retention and deal structure - James Costabile
Former LPL advisor added to Osaic with $2.3 billion
Raymond James names Scott Curtis COO effective Oct. 26 - Corey N. Daniel Modern Wealth Management
Joined Modern Wealth Management from a 4thGEN Wealth team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Dudley McGee Modern Wealth Management
Joined Modern Wealth Management from a 4thGEN Wealth team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Jennifer Susco RBC Wealth Management
Joined RBC Wealth Management as part of a five-advisor UBS team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Raymond Nepa RBC Wealth Management
Joined RBC Wealth Management with a five-advisor team from UBS.
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.