firm
Commonwealth Financial
In PWD coverage since September 4, 2026 · 1 story
-15Talent net · 12 months0 in · 15 out
Talent flow · 12 monthsOn the wire →
Net -15 · 0 arrivals · 15 departures
Arrivals
None tracked.
Departures
Todd Harris
Sep 24 · to Raymond James
Timothy M. Brennan
Sep 21 · to Merit Financial Advisors
Tim Brennan
Sep 19 · to Merit Financial Advisors
David Bucholtz
Sep 12 · to &Partners
Steven Roth
Aug 30 · to Cetera Financial Group
Six wealth management teams
Aug 30 · to New RIA
PWD coverage
Features
Schwab turns Vanguard's Altruist deal into a recruiting weapon
Altruist advisors now face a retention decision before integration begins, as the $4.6 billion deal's uncertainty becomes a custody sales call.