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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, October 2, 2026The Morning Brief →Sign in
wealth team

The Thompson team

$2.2BBook of businessas reported in coverage
6Advisors
HoustonMarket
1Moves on our record
The lineage
until Aug 22, 2026PRIORAllianceBernstein's Bernstein Private Wealth Management
Aug 22, 2026CURRENTNewEdge Wealth
Aug 21, 2026team liftoutAllianceBernstein's Bernstein Private Wealth Management → NewEdge Wealth

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