firm
New RIA
In PWD coverage since August 31, 2026 · 2 stories
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
Six wealth management teams
Aug 30 · from Commonwealth Financial Network
Departures
None tracked.
PWD coverage
the_wrap
Commonwealth loses six teams and four advisors in one day
The same-day exits to a new RIA and Cetera reveal a platform squeeze between breakaway equity and scaled independence.