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Friday, September 25, 2026The Morning Brief →Sign in
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Captrust Financial Advisors

In PWD coverage since September 23, 2026 · 3 stories
1Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
Michael Cuneo
Sep 24 · from Compass Advisors
Jeff Myers
Sep 24 · from Long Island Wealth Management
Departures
None tracked.
Deal recordFull tracker →
Sep 22, 26Deal announcedCompass · Long Island Wealth Management · $1.2B — coverage
PWD coverage
the_wrap

Captrust and LPL are buying whole practices now

Two seven-advisor teams landed at Captrust the same day, LPL pulled four advisors off Northwestern Mutual, and a $385 million book left Wells—moves that read better as practice acquisitions than recruiting.
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
M&A · Sep 23Captrust's Long Island double deal was already one firm
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