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Monday, October 5, 2026The Morning Brief →Sign in
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Tocqueville Asset Management

NEW YORK, NY
CRD: 105690
In PWD coverage since August 18, 2026 · 2 stories
$10.2BRegulatory AUMSEC Form ADV · Oct 3
73EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 3
Deal recordFull tracker →
Aug 16, 26Deal announcedLeon Financial Network · Legacy Knight — coverage
PWD coverage
the_wrap

Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

The October 5 moves pulled a $185 million team from Commonwealth, a three-advisor team from Cambridge and a seven-advisor team from UBS.
M&A · Aug 18De Leon brings patient capital to RIA minority stakes
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