RIA · Independent channel
Long Island Wealth Management
Acquired by CAPTRUST · September 2026
Melville, New York registered investment adviser founded in 2006 by Jeff Myers; acquired by CAPTRUST in September 2026.
- Website
- liwealth.com
- Regulator record
- SEC IAPD
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$291M
Reported practice assets · 1 of 1 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
01
1
Arrivals 0
Teams joining Long Island Wealth Management in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Long Island Wealth Management in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 23 | Acquisition | Long Island Wealth ManagementMelville, NY | CAPTRUSTRIA | $291M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.