Breakaway Wire
About
Latest transactions
Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M Jose Ascencio Raymond James Financial Services → TSG Wealth Management Riseling Wealth Management Edward Jones → &Partners $357M Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management Anchor Financial Partners Northwestern Mutual → LPL Financial $525M Koetter Financial Services LPL Financial → Cetera Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B Eastover Capital Management Eastover Capital → South Atlantic Bank $430M Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

RIA · Independent channel

NewEdge

Includes NewEdge Advisors · NewEdge Wealth

Join NewEdge Wealth as an established advisor or team within its integrated advisory business.

Website
newedgecapitalgroup.com
Regulator record
NEW EDGE WEALTH (SEC)
Recorded arrivals
11
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$9.4B
Reported practice assets · 6 of 11 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
1 Jan
2 Feb
0 Mar
0 Apr
1 May
1 Jun
1 Jul
1 Aug
4 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

01
Morgan Stanley
2
02
UBS
2
03
Allworth Financial
1
04
Ameriprise Advisor Group
1
05
Ameriprise Independent Advisors
1
06
Bank of America Private Bank
1

Arrivals 11

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

Date Pattern Team / advisor(s) From Reported assets Source
Sep 18 Lateral Walker Bastoni Wealth ManagementGold River, CA
Sarasota, FL		 Allworth FinancialRIA Pending Citywire
Sep 15 Breakaway James P. Shafer, Michael B. Block, Joseph Gossett, Pamela Smith, Rachelle Carlson-OienWayzata, MN UBSWirehouses, Banks & BDs $1.3B AdvisorHub
Sep 9 Breakaway Lance WhiteNew Albany, OH Morgan StanleyWirehouses, Banks & BDs $500M Press Release
Sep 3 Breakaway Trace R. Shapiro, Paul J. Yates, Alexandra G. Escobedo, Michael J. WohlgemuthFort Lauderdale, FL Bank of America Private BankWirehouses, Banks & BDs $3.1B AdvisorHub
Aug 18 Breakaway Jeffrey W. Thompson, Shannon M. Willems, Sara DeJay WillisHouston, TX Bernstein Private WealthWirehouses, Banks & BDs $2.2B AdvisorHub
Jul 9 Lateral Tipton Weber Wealth ManagementCortez, CO Raymond James Financial ServicesIndependent Broker-Dealer Undisclosed Citywire
Jun 18 Breakaway James NicholsNashville, TN UBSWirehouses, Banks & BDs Undisclosed InvestmentNews
May 28 Breakaway Alex WattsAtlanta, GA Merrill LynchWirehouses, Banks & BDs Undisclosed InvestmentNews
Feb 27 Breakaway Burt Hilton, Tom Ames, Andrew KaskelStamford, CT Morgan StanleyWirehouses, Banks & BDs Undisclosed Press Release
Feb 24 Lateral Seven Bridges Wealth AdvisorsWhite Plains, NY Ameriprise Independent AdvisorsIndependent Broker-Dealer $1.0B InvestmentNews
Jan 29 Breakaway ClearTrust Wealth AdvisorsFranklin, TN Ameriprise Advisor GroupWirehouses, Banks & BDs $1.4B AdvisorHub

Departures 0

Teams leaving NewEdge in 2026.

No recorded departures in 2026.

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