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Friday, October 9, 2026The Morning Brief →Sign in
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Apella Wealth

WEST HARTFORD, CT
CRD: 171106
In network coverage since September 16, 2026 · 5 stories
$11.1BRegulatory AUMSEC Form ADV · Oct 3
179EmployeesForm ADV
4Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 19 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Tim Harrington
Sep 18 · from Longview Financial Advisors
Departures
None tracked.
Deal recordFull tracker →
Sep 15, 26Deal closedMorris Financial Concepts, Inc. · $544M — coverage
Sep 15, 26Deal closedLongview Financial Advisors · $384M — coverage
Sep 15, 26Deal closedLongview Financial Advisors · $384 — coverage
Sep 14, 26Deal closedMorris Financial Concepts, Inc. · $544 — coverage
Network coverage
The Close

The talent war moved up the org chart

The desks that produce advisor teams are now the scarce asset, and seven firms paid for them in one week.
Features · Sep 19Acquirers now buy staff, not just client assets
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
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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