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Advisor move

Tim Harrington

Longview Financial Advisors → Apella Wealth

Reported

What changed

Founder of Longview Financial Advisors ($384M AUM), joined Apella Wealth.

Reported / discovered
Sep 18, 2026
Effective
Not reported
New role
Founder
Previous role
Not reported
Market
San Rafael, CA
Reported book
$384M
Reported team size
Not disclosed
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

WealthManagement.com ↗Sep 18, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
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