ria
Harbour Investments
MADISON, WI
CRD: 19258
In PWD coverage since August 25, 2026 · 3 stories
$9.6BRegulatory AUMSEC Form ADV · Sep 4
232EmployeesForm ADV
-2Talent net · 12 months0 in · 2 out
Regulatory AUM · Aug 28 – Sep 4
Talent flow · 12 monthsOn the wire →
Net -2 · 0 arrivals · 2 departures
Pat Gilbert
Aug 24 · team liftout
Arrivals
None tracked.
PWD coverage
the_tape
Aggregators are buying the teams now
LPL, Modern Wealth, and Edelman acquired production teams in a single day, testing whether roll-up multiples survive the wirehouse talent war.