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

Perennial Wealth Partners moves from Hightower to Integrated Partners with $500M in assets

Elmhurst, IL

Perennial Wealth Partners team page →

From · RIA Hightower independent channel To · RIA Integrated Partners independent channel

Summary

Perennial Wealth Partners, a Chicago-area team of six advisors (Ben Audley, Sam Awad, Greg Bogdan, Mary Beth McLean, Brady Peat and Carrie Shoener) and two operating partners, left Hightower Advisors and launched with Integrated Partners as its RIA, managing more than $500 million in client assets.

Sources

5

PR Newswire	Perennial Wealth Partners Launches as Full-Service Wealth Management Practice · October 14, 2026
Financial Advisor	Chicago Advisor Team Leaves Hightower To Launch Firm With Integrated Partners · October 14, 2026
InvestmentNews	From Hightower and Merrill, two teams launch with $1B+ in assets · October 14, 2026
AdvisorHub	Perennial Wealth Partners Launches as Full-Service Wealth Management Practice with $500 Million in Client Assets · October 14, 2026
Wealth Management	Deals & Moves: WPCG-Backed Apella, Waverly Keep Acquiring · October 16, 2026

More arrivals at Integrated Partners

Full profile →

SIGIL Family Office Parallel Advisors · April 16, 2026 Undisclosed Brick by Brick Wealth Advisors Ameriprise Independent Advisors · April 1, 2026 $609M Pisces Wealth Keating & Associates · January 14, 2026 $300M Fair Street Advisors Dynamic · January 7, 2026 $233M