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Harbour Investments
MADISON, WI
CRD: 19258
In PWD coverage since August 25, 2026 · 3 stories
$9.6BRegulatory AUMSEC Form ADV · Sep 26
232EmployeesForm ADV
-2Talent net · 12 months0 in · 2 out
Regulatory AUM · Aug 29 – Sep 26
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 0 incoming events · 2 outgoing events
Arrivals
None tracked.
Departures
Preferred Financial Group
Aug 25 · to LPL Financial
Preferred Financial Group
Sep 9 · to LPL Financial
PWD coverage
the_tape
Aggregators are buying the teams now
LPL, Modern Wealth, and Edelman acquired production teams in a single day, testing whether roll-up multiples survive the wirehouse talent war.