Anchor Financial Partners, the Vinings, Georgia practice led by Frank Conner, Andrew Runnion, Josh Eisenberg, Brandon Porter, Kyle Brooker and Trey Beavers with about $525 million in assets, left Northwestern Mutual for LPL Financial's broker-dealer and RIA platforms.
The Longwater Haffey Group of Lance Longwater and Christopher "Ryan" Haffey in Palm Beach Gardens, Florida, which managed about $700 million in client assets, moved from Truist Investment Services to Raymond James & Associates.
CAPTRUST acquired Pacific Sage Partners, the Edmonds, Washington RIA founded by CEO Mark Anderson in 2022 with about $1.1 billion in client assets and an eight-person team, which will adopt the CAPTRUST brand.
More stories as they are filed.
| Date | Team | From | To | Pattern | Assets |
|---|---|---|---|---|---|
| Oct 30 | Christopher Manimbo | Edward Jones | Janney Montgomery Scott | Lateral | $250M |
| Oct 30 | Jose Ascencio | Raymond James Financial Services | TSG Wealth Management | Lateral | – |
| Oct 30 | Riseling Wealth Management | Edward Jones | &Partners | Breakaway | $357M |
| Oct 30 | Sullivan Private Wealth | Edward Jones | Shore to Summit Wealth Management | Breakaway | – |
| Oct 29 | Anchor Financial Partners | Northwestern Mutual | LPL Financial | Lateral | $525M |
| Oct 29 | Koetter Financial Services | LPL Financial | Cetera | Lateral | – |
| Oct 29 | Longwater Haffey Group | Truist Wealth | Raymond James & Associates | Lateral | $700M |
| Oct 29 | Pacific Sage Partners | Pacific Sage Partners | CAPTRUST | Acquisition | $1.1B |
| Oct 28 | Eastover Capital Management | Eastover Capital | South Atlantic Bank | Acquisition | $430M |
| Oct 28 | Kilner Capital Advisors | Kilner Capital Advisors | Apella Wealth | Acquisition | $332M |
By destination category. Data through October 31, 2026.
By reported arrival assets or by teams.
