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In network coverage since September 14, 2026 · 8 stories

3Deals on our tracker

Deal recordFull tracker →

Oct 20, 26Deal closedLong Island Wealth Management · CAPTRUST · $1.2K — coverage

Sep 24, 26Deal closedCaptrust Financial Advisors · Long Island Wealth Management · $1.2B — coverage

Sep 22, 26Deal announcedCaptrust Financial Advisors · Long Island Wealth Management · $1.2B — coverage

Network coverage

M&A

Captrust adds $300M Raleigh team, its ninth deal this year

Clark Abbott and Robert Hartinger bring more than 190 clients and three colleagues, and the release puts Captrust at 470 employees in Raleigh.

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

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

digital · Sep 14Brookfield buys an option on 8GW the market cannot yet price

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