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Trusted by
Acquiring Company
CAPTRUST Financial Advisors
Acquired Company
Compass Advisors and Long Island Wealth Management
The WoodlandsNew YorkFinancial ServicesFinanceFinancial ServicesDescription
CAPTRUST Financial Advisors has announced the addition of Compass Advisors and Long Island Wealth Management. The firms bring a combined $1.2 billion in assets and seven professionals to CAPTRUST. Both firms will adopt the CAPTRUST brand as part of the merger.
Fundz sees it the moment CAPTRUST Financial Advisors makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
M&A Insights
Based on deal dataFrequently asked
Who acquired Compass Advisors and Long Island Wealth Management?
Compass Advisors and Long Island Wealth Management was acquired by CAPTRUST Financial Advisors, based in The Woodlands. The deal was reported on September 23, 2026. CAPTRUST is a wealth management firm based in Raleigh, North Carolina, and was founded in 1997. CAPTRUST Financial Advisors is privately held and operates in Financial Services.
When did CAPTRUST Financial Advisors acquire Compass Advisors and Long Island Wealth Management?
CAPTRUST Financial Advisors's acquisition of Compass Advisors and Long Island Wealth Management was reported on September 23, 2026. CAPTRUST Financial Advisors has announced the addition of Compass Advisors and Long Island Wealth Management. The firms bring a combined $1.2 billion in assets and seven professionals to CAPTRUST. Both firms will adopt the CAPTRUST brand as part of the merger. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Compass Advisors and Long Island Wealth Management do?
Compass Advisors, founded in 2013, serves the institutional and wealth management market. Long Island Wealth Management, founded in 2006, provides fiduciary advice and focuses on individual client relationships. It is privately held, operating in Financial Services, and is based in New York.
This company was part of an acquisition. Fundz tracks who bought whom, and who to call on both sides.
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