wealth team
Conte Wealth Advisors
In PWD coverage since August 19, 2026 · 1 story
$1.4BBook of businessas reported in coverage
20Advisors
Harrisburg, PAMarket
1Moves on our record
The lineage
until Aug 18, 2026PRIORCambridge Investment Research
Aug 18, 2026CURRENTLPL Financial
Aug 18, 2026team liftoutCambridge Investment Research → LPL Financial
PWD coverage
Moves
Conte Wealth leaves Cambridge for LPL with $1.4 billion
The Harrisburg, Pennsylvania firm's exit from Cambridge is the latest evidence that in the independent channel, size has become the winning pitch.