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Captrust Financial Advisors

In network coverage since September 23, 2026 · 13 stories

2Deals on our tracker

+4Talent net · 12 months4 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +4 · 4 incoming events · 0 outgoing events

Arrivals

Long Island Wealth Management

Sep 23 · from Long Island Wealth Management

The Hoge-Barrett Group

Oct 14 · from Truist Investment Services

Oct 21 · from RHA Wealth

Robert Hartinger

Oct 21 · from RHA Wealth

Departures

None tracked.

Deal recordFull tracker →

Sep 24, 26Deal closedCompass · Long Island Wealth Management · $1.2B — coverage

Sep 22, 26Deal announcedCompass · Long Island Wealth Management · $1.2B — coverage

Network coverage

Moves

Kintra Wealth adds Scott Seymour's $355M Great Scott practice

The advisor-owned RIA formed in April by six former Commonwealth teams now reports more than $4 billion in client assets and 75 professionals.

Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion

move · Oct 16Rockefeller hires $1.2 billion Truist team in Naples, Florida

move · Oct 14Hoge moves $3B-asset Truist team to Captrust, citing employee equity

Moves · Oct 14Captrust adds 13-person, $3B Truist team as Hoge cites equity

move · Oct 14Captrust acquires $3 billion Truist team; some members receive equity

Moves · Oct 14Captrust adds $3B Hoge-Barrett team from Truist in Winston-Salem

Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win

Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors

M&A · Sep 25Deal counts fell 19%; funded buyers carried the week

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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