Wirehouses, Banks & BDs · Traditional channel
Oppenheimer
Join Oppenheimer’s wealth management business with brokerage, advisory programs and transition support for financial advisors.
- Website
- oppenheimer.com
- Regulator record
- OPPENHEIMER & CO. INC. (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
2
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$268.8M
Reported practice assets · 2 of 2 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 Oppenheimer in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 2
Teams leaving Oppenheimer in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Aug 11 | Breakaway | Mitchell EdenbaumBoca Raton, FL | Ameriprise Independent AdvisorsIndependent Broker-Dealer | $145M | Press Release |
| May 7 | Lateral | Shane KellyDarien, CT | Janney Montgomery ScottWirehouses, Banks & BDs | $123.8M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.