Kintra Wealth, the advisor-owned RIA formed in April by six former Commonwealth Financial Network teams, has brought on Great Scott Financial Services, a practice led by Scott Seymour that services approximately $355 million in client assets.
Seymour joins as partner and senior wealth advisor and will keep leading his team. The firm now oversees more than $4 billion in client assets and has 75 professionals nationwide.
Seymour was previously registered with Commonwealth for seven years, according to his BrokerCheck record. He entered the business in 1998 at the advisory practice his father founded in Morristown, N.J., taking over in 2010 as his father retired under a completed succession plan.
His practice centers on long-term relationships with multigenerational families.
Seymour said the change ends years of working largely on his own. “For much of my career, I’ve operated as an island of one, serving my clients while also managing every aspect of running a practice,” he said.
He’ll draw on Kintra’s shared staff for investments, operations, technology, compliance, marketing and client service.
“He’s built a remarkable reputation by always putting clients first, and that’s exactly the type of advisor Kintra was built to support,” said Andy Harris, Kintra’s chief executive.
Kintra’s launch was part of a broader reshuffling that followed LPL Financial’s $2.7 billion acquisition of Commonwealth. A January report from AdvizorPro and Muriel Consulting, which tracked advisor departures from Commonwealth after LPL’s deal, counted 653 advisors leaving between April 1 and Dec. 31, 2025.
CAPTRUST Financial Advisors have welcomed Clark Abbott and Robert Hartinger, who previously worked at RHA Wealth, a Sanctuary Wealth partner firm.
Abbott and Hartinger co-founded RHA Wealth along with John Rumsey, according to the RHA Wealth page on the Sanctuary website. Based in Raleigh, North Carolina, the pair serve more than 190 clients and manage more than $300 million.
Their practice was founded in 2021 and focuses on financial planning for business owners, entrepreneurs, affluent families and people nearing retirement.
Abbott, Hartinger and three colleagues will work out of CAPTRUST’s Raleigh, headquarters, and the team will adopt the CAPTRUST brand.
Abbott pointed to CAPTRUST’s ownership structure as one draw. “CAPTRUST stood out for its culture of employee ownership, depth of expertise, and financial-planning first approach,” he said.
Wilson Hoyle, head of CAPTRUST’s Advisor Group, said: “They bring the kind of client-first mindset and entrepreneurial approach we value at CAPTRUST, and we see tremendous opportunity for the team as part of our firm.”
Earlier this month, CAPTRUST announced a sizeable acquisition in its home state, welcoming the $3 billion Hoge-Barrett Group from Trust Investment Services.
Akron, Ohio-based Sequoia Financial Group has acquired Quish, an independent family office and wealth management firm in Boulder, Colo.
Principal Mariah Quish founded the firm in 2008, and has joined Sequoia’s Sequoia Sentinel Family Office team, which offers services that are personalized for multi-generational wealth.
Quish offers bespoke portfolios and legacy planning to families and individuals, and it managed more than $175 million in client assets as of Sept. 30. The firm will operate under the Sequoia Financial brand.
The deal marks Sequoia’s third acquisition in about as many months. In September it acquired BSW Wealth Partners, another Boulder firm, with $2.3 billion in client assets. Before that, it added All Star Financial, a Twin Cities wealth manager with $1.3 billion in assets under management and advisement.
Sequoia now oversees more than $36 billion in assets under management as of Sept. 30, and serves about 11,000 client households from more than 40 offices.
“Together, we can continue to broaden the resources we offer to clients as we expand in the western United States,” said Tom Haught, Sequoia’s chairman and chief executive.
“There is nothing I enjoy more than working directly with families to help them accomplish their goals and use their wealth for good,” Quish said.
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