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Monday, September 28, 2026The Morning Brief →Sign in
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Long Island Wealth Management

CRD: 173363
In PWD coverage since September 23, 2026 · 6 stories
$292MRegulatory AUMSEC Form ADV · Sep 25
1EmployeesForm ADV
2Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Jeff Myers
Sep 24 · to Captrust Financial Advisors
Deal recordFull tracker →
Sep 24, 26Deal closedCompass · Captrust Financial Advisors · $1.2B — coverage
Sep 22, 26Deal announcedCompass · Captrust Financial Advisors · $1.2B — coverage
PWD coverage
Deals & PE

Northwestern Mutual set a price for the software layer: 22,000 advisors

A 22,000-advisor contract bought the front end of the client relationship while the week's other wealth deals bought the money sitting behind it.
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark
the_wrap · Sep 25Captrust and LPL are buying whole practices now
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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