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

RIA · Independent channel

Fathom Advisors

Minnesota independent registered investment adviser launched by a nine-advisor Ameriprise franchise team in September 2026.

Website: fathom-advisors.com
Regulator record: FATHOM ADVISORS LLC (SEC)

Recorded arrivals

1

Teams and practices joining in 2026

Recorded departures

0

Teams and practices leaving in 2026

Arrival assets

$1.3B

Reported practice assets · 1 of 1 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

0 Feb

0 Mar

0 Apr

0 May

0 Jun

0 Jul

0 Aug

1 Sep

0 Oct

Arrivals came from

Origin firms, by number of teams

01

Ameriprise Independent Advisors

1

Arrivals 1

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

Date	Pattern	Team / advisor(s)	From	Reported assets	Source
Sep 16	Lateral	Randy Doroff, Todd Doroff, Mark Anderson, Michael Cassidy, Elizabeth Stokes, Trevor Dunn, Jake Isaacson, Mark Lyon, Nick AdamsBloomington, MN	Ameriprise Independent AdvisorsIndependent Broker-Dealer	$1.3B	Wealth Management

Departures 0

Teams leaving Fathom Advisors in 2026.

No recorded departures in 2026.

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