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Edition No. 055

Private Wealth Daily

Independent Intelligence on the Private Wealth Industry

Wednesday, October 7, 2026The Morning Brief →·Sign in

RIA M&A Family Office Allocators Deals & PE Filings Data The Close Moves Wire Deal Tracker Team Ledger Lookup

27 stories · 24h951 deals & moves · 7d20,001 firms & people tracked208 sources monitored● LIVE

firm

Freestone Capital Management

SEATTLE, WA

CRD: 145711

$14.5BRegulatory AUMSEC Form ADV · Oct 3

120EmployeesForm ADV

No published coverage yet.

People

Carolyn Barnette

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Brian Lifferth Cornerstone Advisors
1 story
Led advisory team in joining LPL's platforms.
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Cecil Loyd Praxis Financial Partners
1 story
Part of reported $1.1B practice move to LPL Financial.
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Gardner Brown Cornerstone Advisors
1 story
Led advisory team in joining LPL's platforms.
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Jay Gentry Praxis Financial Partners
1 story
Part of reported $1.1B practice move to LPL Financial.
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Jonathan Groberg Clear Pointe Wealth Management
1 story
Led advisory team in joining LPL's platforms.
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LPL Financial
2 stories
LPL also added two Utah teams managing about $1 billion from Northwestern Mutual.
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Clear Pointe Wealth Management
1 story
Joined LPL's broker/dealer, RIA and custodial platforms.
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Cornerstone Advisors
1 story
Joined LPL's broker/dealer, RIA and custodial platforms.
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Northwestern Mutual
1 story
Source firm for two advisory teams that joined LPL Financial.
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Praxis Financial Partners
1 story
Praxis Financial Partners, an Alpharetta, Ga., practice with four principals and about $1.1 billion in…
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