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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, September 16, 2026The Morning Brief →Sign in
asset manager

AllianceBernstein

NASHVILLE, TN
CRD: 108477
In PWD coverage since August 22, 2026 · 5 stories
$763BRegulatory AUMSEC Form ADV · Sep 11
4,204EmployeesForm ADV
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Aug 21Sep 11
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Jeffrey Thompson
Aug 21 · to NewEdge Wealth
PWD coverage
move

The UHNW recruiting pitch has stopped leading with the check

NewEdge's 22nd office adds $1.25 billion in client assets and eight people to a platform built for multi-generational books.
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