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Wednesday, October 7, 2026The Morning Brief →Sign in
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Harvest Investment Consultants

HUNT VALLEY, MD
CRD: 110258
In network coverage since September 25, 2026 · 4 stories
$549MRegulatory AUMSEC Form ADV · Sep 26
12EmployeesForm ADV
2Deals on our tracker
-2Talent net · 12 months0 in · 2 out
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 0 incoming events · 2 outgoing events
Arrivals
None tracked.
Departures
Michael Meily
Sep 25 · to Verdence Capital Advisors
Harvest team
Sep 29 · to Verdence Capital Advisors
Deal recordFull tracker →
Sep 24, 26Deal closedVerdence Capital Advisors · $564M — coverage
Sep 17, 26Deal closedVerdence Capital Advisors · $564M
Network coverage
Moves

SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

The Bedford, N.H. team's Sept. 23 re-registration accounted for about 55 percent of the $14.58 billion in advisor moves recorded that week.
The Close · Sep 25The scarce input in consolidation is now the executive bench
M&A · Sep 25Verdence's second deal tests whether the roll-up can staff itself
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
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