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Harvest Investment Consultants
HUNT VALLEY, MD
CRD: 110258
In PWD coverage since September 25, 2026 · 4 stories
$549MRegulatory AUMSEC Form ADV · Sep 26
12EmployeesForm ADV
2Deals on our tracker
-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
Michael Meily
Sep 25 · to Verdence Capital Advisors
Deal recordFull tracker →
Sep 17, 26Deal closedVerdence Capital Advisors · $564M
PWD coverage
Moves
SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
The Bedford, N.H. team's Sept. 23 re-registration accounted for about 55 percent of the $14.58 billion in advisor moves recorded that week.