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Verdence Capital Advisors
HUNT VALLEY, MD
CRD: 288512
In PWD coverage since September 25, 2026 · 4 stories
$4.6BRegulatory AUMSEC Form ADV · Sep 26
52EmployeesForm ADV
2Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Michael Meily
Sep 25 · from Harvest Investment Consultants
Departures
None tracked.
Deal recordFull tracker →
Sep 17, 26Deal closedHarvest Investment Consultants · $564M
PWD coverage
Moves
SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
The Bedford, N.H. team's Sept. 23 re-registration accounted for about 55 percent of the $14.58 billion in advisor moves recorded that week.