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Wednesday, August 19, 2026The Morning Brief →Sign in
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Hightower Signature Wealth

In PWD coverage since August 14, 2026 · 2 stories
1Deals on our tracker
+1Talent net · 12 months2 in · 1 out
Talent flow · 12 monthsOn the wire →
Net +1 · 2 arrivals · 1 departures
Kevin McGarry
Aug 16 · team liftout
Arrivals
Kevin McGarry
Aug 16 · from Valley Financial Group
Michelle Sovcik
Aug 14 · from Charles Schwab
Departures
Michelle Sovcik
Aug 14 · to Raymond James
Deal recordFull tracker →
Aug 13, 26Deal closedValley Financial Group · Hightower · $275 — coverage
PWD coverage
Deals & PE

The Commonwealth diaspora dominates this week's AUM flow

Merit and Hightower pulled nearly $5 billion from LPL's future book while the week's other deals moved no disclosed assets.
Deals & PE · Aug 14Cetera, Hightower, IFP, LPL, UBS Add Advisor Teams
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