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- Brown, Taylor, Shaw & Associates
Moved from Truist Investment Services to Pinnacle Asset Management.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Commonwealth/LPL Financial
Lost Great Scott Financial Services' six-advisor team to Kintra Wealth.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Great Scott Financial Services
Moved from Commonwealth/LPL Financial to Kintra Wealth.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Kintra Wealth
Added Great Scott Financial Services, a six-advisor team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Pinnacle Asset Management
Added Brown, Taylor, Shaw & Associates, a four-advisor team.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Truist Consumer Banking
Became destination for Shimna Sameer after Truist Wealth move.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Truist Wealth
Named interim co-heads after leadership departures and moves.
RBC, Kintra, Pinnacle, Modern add 20 advisors - Stifel Financial Corp.
CEO said a lower-multiple merger would not lift its stock multiple
Kruszewski: lower-multiple merger won't lift Stifel's 9x multiple - 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 - GWG Holdings
More than $150M was extracted; it went bankrupt in 2022.
Heppner sentencing adjourned without new date as new counsel takes over - KPMG
Conducted study finding 43% of investors unlikely to switch for AI
43% of investors unlikely to switch for better AI tools - Quinn Emanuel
Former counsel was removed after communications breakdown.
Heppner sentencing adjourned without new date as new counsel takes over - SIFMA
Sponsored study finding 43% of investors unlikely to switch for AI
43% of investors unlikely to switch for better AI tools - State Street
Launched RIA custody unit targeting firms over $1B
Fidelity's $100 million custody minimum leaves 706 of 986 RIA relationships below it - The Kellam Group
Named as moving seven advisors with $1.2B from Truist to Rockefeller
Janney, Osaic, Rockefeller listed as adding teams worth $7B combined - DPL Financial Partners
Named two executives as assets under administration near $7B
RBC hires Shawn Bernhard for Texas South; DPL names two - Advisor Growth Strategies
Reported median RIA deal multiple was 11.6x EBITDA in 2025
Steward CEO says RIA deal volume runs up to 5x tracked totals
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.