ria
Captrust Financial Advisors
In PWD coverage since September 23, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
PWD coverage
M&A
Captrust's Long Island double deal was already one firm
Two Melville RIAs shared a CIO and a referral loop for eight years, so the $1.2 billion headline describes a practice that already existed.