Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Rise Private Wealth Management moves from Ameriprise Independent Advisors to Rise Private Wealth with $8.1B in assets

Bedford, NH

Rise Private Wealth Management team page →

From · Independent Broker-Dealer Ameriprise Independent Advisors independent channel To · RIA Rise Private Wealth independent channel

Summary

Rise Private Wealth Management (Brent A. Kiley, Robert A. Bonfiglio) left Ameriprise Independent Advisors to launch Rise Private Wealth Management, a Bedford, NH firm with $8.1 billion in client assets.

Sources

3

Barron's	$8.1 Billion Team Leaves Ameriprise to Launch an RIA · September 18, 2026
AdvisorHub	$4.3 Billion Ameriprise Team Launches RIA With Dynasty · September 17, 2026
riabiz.com	Schwab's poach of $8-billion Ameriprise breakaway extends its wild 2026 rout of the once impenetrable fortress to four $1-billion-plus teams with help from high-multiple market · September 23, 2026

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The Orchard Financial Group to Wells Fargo FiNet · October 8, 2026 $580M Kyle Kirk to Uniting Wealth Partners · September 30, 2026 $100M Ecclesiastes Wealth Partners to Kestra Financial · September 29, 2026 $550M Randy Doroff, Todd Doroff, Mark Anderson, Michael Cassidy, Elizabeth Stokes, Trevor Dunn, Jake Isaacson, Mark Lyon, Nick Adams to Fathom Advisors · September 16, 2026 $1.3B Stillwell Financial Advisors to Raymond James Financial Services · August 25, 2026 $240M