wealth team
Conte Wealth Advisors
In PWD coverage since August 19, 2026 · 1 story
$1.4BBook of businessas reported in coverage
20Advisors
Harrisburg, PAMarket
The lineage
until Aug 19, 2026PRIORCambridge Investment Research
Aug 19, 2026CURRENTLPL Financial
PWD coverage
Moves
Conte Wealth leaves Cambridge for LPL with $1.4 billion
The Harrisburg, Pennsylvania firm's exit from Cambridge is the latest evidence that in the independent channel, size has become the winning pitch.