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Wednesday, October 14, 2026The Morning Brief →Sign in
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Longview Financial Advisors

HUNTSVILLE, AL
CRD: 122451
In network coverage since September 16, 2026 · 5 stories
$208MRegulatory AUMSEC Form ADV · Oct 10
7EmployeesForm ADV
2Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Sep 19 – Oct 10
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Tim Harrington
Sep 18 · to Apella Wealth
Deal recordFull tracker →
Sep 15, 26Deal closedApella Wealth · $384M — coverage
Sep 15, 26Deal closedApella Wealth · $384 — coverage
Network 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.
The Close · Sep 19The talent war moved up the org chart
Features · Sep 19Acquirers now buy staff, not just client assets
The Close · Sep 18Apella's two deals show the RIA buyer's real target: staff, not clients
M&A · Sep 16Apella's 18th deal: the check shrinks, the pace doesn't
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