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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Commonwealth Financial Services

VIENNA, WV
CRD: 324930
In PWD coverage since September 30, 2026 · 4 stories
$995MRegulatory AUMSEC Form ADV · Oct 3
26EmployeesForm ADV
-1Talent net · 12 months0 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Heritage Financial & Investment Services
Sep 30 · to Carson Group Holdings Inc.
PWD coverage
the_wrap

FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

All five teams landed on independent platforms; four of the five moves name a source firm, and only Fitzgerald Financial Group, at $185 million, arrived with a disclosed asset total.
the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
M&A · Oct 3HB Wealth acquires $700M Texas RIA; Hightower Signature adds Sandy Cove
Moves · Sep 30Carson Group adds a $120 million Ohio team as Mesirow hires Mark Nichol
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