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

Wirehouses, Banks & BDs · Traditional channel

Citizens Private Wealth

Provide private wealth advice through Citizens’ bank-affiliated brokerage and investment advisory businesses.

Website: citizensbank.com
Regulator record: CITIZENS SECURITIES, INC. (FINRA)

Recorded arrivals

2

Teams and practices joining in 2026

Recorded departures

4

Teams and practices leaving in 2026

Arrival assets

$2.0B

Reported practice assets · 2 of 2 disclosed

Departure assets

$464M

Reported practice assets · 3 of 4 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

0 Feb

0 Mar

0 Apr

0 May

1 Jun

0 Jul

0 Aug

0 Sep

1 Oct

Arrivals came from

Origin firms, by number of teams

01

Comerica

1

02

1

Departures went to

Destination firms, by number of teams

01

Wells Fargo Advisors

2

02

Ameriprise Advisor Group

1

03

Wells Fargo FiNet

1

Arrivals 2

Teams joining Citizens Private Wealth in 2026. Open a team for its source record.

Date	Pattern	Team / advisor(s)	From	Reported assets	Source
Oct 28	Lateral	Webber Wealth PartnersNewport Beach, CA	ComericaWirehouses, Banks & BDsacquired by Fifth Third, Feb 2026	$1.2B	Wealth Management
Jun 23	Lateral	Snyder Wald Wealth PartnersSanta Monica, CA	Morgan StanleyWirehouses, Banks & BDs	$800M	InvestmentNews

Departures 4

Teams leaving Citizens Private Wealth in 2026.

Date	Pattern	Team / advisor(s)	To	Reported assets	Source
Oct 19	Lateral	Darrell SmithMedford, MA	Ameriprise Advisor GroupWirehouses, Banks & BDs	$194M	Wealth Management
Sep 10	Lateral	Darron L. CarpenterPhiladelphia, PA	Wells Fargo AdvisorsWirehouses, Banks & BDs	$140M	Financial Advisor
Jun 5	Breakaway	Coty SchnakeWilmington, DE	Wells Fargo FiNetIndependent Broker-Dealer	Undisclosed	InvestmentNews
Feb 12	Lateral	Urja ShahMorristown, NJ	Wells Fargo AdvisorsWirehouses, Banks & BDs	$130M	InvestmentNews

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