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Latest transactions

Wirehouses, Banks & BDs · Traditional channel

Goldman Sachs Private Wealth Management

Join the firm-operated advisor channel, with brokerage, advisory and business resources supplied by the firm.

Website
privatewealth.goldmansachs.com
Regulator record
GOLDMAN SACHS & CO. LLC (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
3
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$2.1B
Reported practice assets · 3 of 3 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
0 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

No recorded arrivals in 2026.

Departures went to

Destination firms, by number of teams

Arrivals 0

Teams joining Goldman Sachs Private Wealth Management in 2026. Open a team for its source record.

No recorded arrivals in 2026.

Departures 3

Teams leaving Goldman Sachs Private Wealth Management in 2026.

Date Pattern Team / advisor(s) To Reported assets Source
Apr 28 Lateral Chad SchwartzNew York, NY J.P. Morgan AdvisorsWirehouses, Banks & BDs $400M InvestmentNews
Apr 9 Breakaway Ben SeidensteinMiami, FL FartherRIA $1.5B InvestmentNews
Mar 3 Breakaway Eric LongstrethSewickley, PA Kestra Private Wealth ServicesRIA $250M InvestmentNews

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