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

RIA · Independent channel

CAPTRUST

Includes the history of Pacific Sage Partners (acquired October 2026) · Compass Advisors (acquired September 2026) · Long Island Wealth Management (acquired September 2026) · Stillwater Capital Group (acquired May 2026) · Suncoast Prosperity Advisors (acquired February 2026) · Alpha Cubed (acquired February 2026) · Meritage (acquired February 2026)

CAPTRUST has a documented practice acquisition or merger route for established advisory firms.

Website
captrust.com
Regulator record
CAPTRUST (SEC)
Recorded arrivals
9
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$13.7B
Reported practice assets · 9 of 9 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
0 Jan
3 Feb
0 Mar
0 Apr
1 May
0 Jun
0 Jul
0 Aug
2 Sep
3 Oct

Arrivals came from

Origin firms, by number of teams

01
Alpha Cubed
1
02
Compass Advisors
1
03
Long Island Wealth Management
1
04
Meritage
1
05
Pacific Sage Partners
1
06
Sanctuary Wealth
1

Arrivals 9

Teams joining CAPTRUST in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Oct 29 Acquisition Pacific Sage PartnersEdmonds, WA Pacific Sage PartnersRIAacquired by CAPTRUST, Oct 2026 $1.1B Press Release
Oct 21 Lateral Clark Abbott, Robert HartingerRaleigh, NC Sanctuary WealthRIA $300M Press Release
Oct 14 Breakaway Hoge-Barrett GroupWinston-Salem, NC Truist WealthWirehouses, Banks & BDs $3.0B Press Release
Sep 23 Acquisition Compass AdvisorsMelville, NY Compass AdvisorsRIAacquired by CAPTRUST, Sep 2026 $767.5M Press Release
Sep 23 Acquisition Long Island Wealth ManagementMelville, NY Long Island Wealth ManagementRIAacquired by CAPTRUST, Sep 2026 $291M Press Release
May 15 Acquisition Stillwater Capital GroupDevon, PA Stillwater Capital GroupRIAacquired by CAPTRUST, May 2026 $1.3B AdvisorHub
Feb 27 Acquisition Suncoast Prosperity AdvisorsTampa, FL
Sanibel, FL
Highlands, NC		 Suncoast Prosperity AdvisorsRIAacquired by CAPTRUST, Feb 2026 $830M Wealth Management
Feb 11 Acquisition Alpha Cubed InvestmentsCosta Mesa, CA
Scottsdale, AZ		 Alpha CubedRIAacquired by CAPTRUST, Feb 2026 $3.8B Wealth Management
Feb 4 Acquisition Meritage Portfolio ManagementOverland Park, KS MeritageRIAacquired by CAPTRUST, Feb 2026 $2.4B Wealth Management

Departures 0

Teams leaving CAPTRUST in 2026.

No recorded departures in 2026.

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.