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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
ria

Fathom Advisors

MINNEAPOLIS, MN
CRD: 343731
In PWD coverage since September 16, 2026 · 8 stories
Regulatory AUMSEC Form ADV · Oct 3
22EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 19 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Fathom Advisors
Sep 16 · from Ameriprise Financial
Departures
None tracked.
PWD coverage
Moves

Ameriprise leaks $9.3 billion as custody platforms win

A 100-advisor, $8 billion breakaway to Schwab and a $1.3 billion serial liftout show custody platforms are winning whole franchise books.
RIA · Sep 24Mission Wealth's asset is integration capacity, not AUM
The Close · Sep 20The talent war's next front is inside the recordkeeper
Features · Sep 20The Breakaway Business Has Split in Two
Moves · Sep 18NewEdge turned Fort Lauderdale into a $12 billion outpost in one day
move · Sep 17Ameriprise's $1.3B exit is a custodian decision, priced at 25 basis points
The Close · Sep 17The advisor's local relevance is the growth asset no platform can buy
Moves · Sep 16Ameriprise loses a 23-person firm, not a book
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