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Independent Intelligence on the Private Wealth Industry
Thursday, October 22, 2026The Morning Brief →Sign in
wealth team

Align Private Wealth

$2BBook of businessas reported in coverage
2Advisors
1Moves on our record
The lineage
until Oct 14, 2026PRIORPNC Private Bank
Oct 14, 2026PRIORAlign Private Wealth
Oct 14, 2026CURRENTAlign Private Wealth (LPL Financial platform)
Oct 13, 2026breakawayPNC Private Bank → Align Private Wealth (LPL Financial platform)

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