other
Worth
In PWD coverage since September 22, 2026 · 1 story
-30Talent net · 12 months5 in · 35 out
Talent flow · 12 monthsOn the wire →
Net -30 · 5 arrivals · 35 departures
Arrivals
Advisor
Sep 16
Advisor
Sep 16
Advisor
Sep 16
Advisor
Sep 7
Advisor
Sep 7
Departures
Advisor
Sep 16 · destination pending
Advisor
Sep 16 · destination pending
Advisor
Sep 16 · destination pending
Advisor
Sep 16 · destination pending
Advisor
Sep 16 · destination pending
Advisor
Sep 16 · destination pending
PWD coverage
RIA
Meristead's rebrand puts the client relationship ahead of the old name
A decade of converting do-it-yourself investors into a $1.4 billion book never shows up on a deal sheet; the new name makes it portable.