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Long Island Wealth Management

CRD: 173363

In network coverage since September 23, 2026 · 8 stories

$292MRegulatory AUMSEC Form ADV · Oct 17

1EmployeesForm ADV

3Deals on our tracker

-1Talent net · 12 months0 in · 1 out

Regulatory AUM · Sep 26 – Oct 17

Observed recruiting events · 12 monthsOn the wire →

Net -1 · 0 incoming events · 1 outgoing events

Arrivals

None tracked.

Departures

Long Island Wealth Management

Sep 23 · to Captrust Financial Advisors

Deal recordFull tracker →

Oct 20, 26Deal closedCompass · CAPTRUST · $1.2K — coverage

Sep 24, 26Deal closedCompass · Captrust Financial Advisors · $1.2B — coverage

Sep 22, 26Deal announcedCompass · Captrust Financial Advisors · $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.

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

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

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.