A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyYou’re reading this editionESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Digital Capital Daily
Independent Intelligence on Institutional Digital Assets
Friday, October 2, 2026The Morning Brief →Sign in
ria

Long Island Wealth Management

CRD: 173363
In PWD coverage since September 23, 2026 · 6 stories
$292MRegulatory AUMSEC Form ADV · Sep 26
1EmployeesForm 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
Long Island Wealth Management
Sep 23 · to Captrust Financial Advisors
Deal recordFull tracker →
Sep 24, 26Deal closedCompass · Captrust Financial Advisors · $1.2B — coverage
Sep 22, 26Deal announcedCompass · Captrust Financial Advisors · $1.2B — coverage
PWD coverage
Deals & PE

Northwestern Mutual set a price for the software layer: 22,000 advisors

A 22,000-advisor contract bought the front end of the client relationship while the week's other wealth deals bought the money sitting behind it.
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark
the_wrap · Sep 25Captrust and LPL are buying whole practices now
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
M&A · Sep 23Captrust's Long Island double deal was already one firm
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Digital Capital Daily, in your inbox every weekday. Free.