RIA · Independent channel
Shufro Rose
Shufro, Rose & Co.
Acquired by Wealth Enhancement · June 2026
New York investment adviser and broker-dealer with about $2.5 billion (CRD 3403).
- Website
- shufrorose.com
- Regulator record
- SHUFRO, ROSE & CO., LLC (SEC)
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
$1.3B
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
01
2
Arrivals 0
Teams joining Shufro Rose in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 2
Teams leaving Shufro Rose in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Jul 2 | Acquisition | Kaminsky-Silverman GroupNew York, NY | Wealth EnhancementRIA | $554M | Press Release |
| Jun 30 | Acquisition | Shufro-Glass GroupNew York, NY | Wealth EnhancementRIA | $760M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.