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
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.