ria
Curi Capital
CHICAGO, IL
CRD: 134249
In PWD coverage since August 25, 2026 · 6 stories
$11.6BRegulatory AUMSEC Form ADV · Sep 4
180EmployeesForm ADV
3Deals on our tracker
-6Talent net · 12 months0 in · 6 out
Regulatory AUM · Aug 28 – Sep 4
Talent flow · 12 monthsOn the wire →
Net -6 · 0 arrivals · 6 departures
Arrivals
None tracked.
Departures
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 8 · destination pending
Advisor
Sep 3 · destination pending
Advisor
Sep 3 · destination pending
Advisor
Sep 3 · destination pending
Deal recordFull tracker →
PWD coverage
the_tape
The wirehouse liftout turns inward
Merrill and UBS pulled $2.2 billion from Morgan Stanley and Wells Fargo in a week. Wirehouse private wealth units now recruit from one another.