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Raymond James boosts Northeast presence with $800M team
The five-advisor group based in Massachusetts has joined the firm’s independent advisor unit after being affiliated with Commonwealth.
Wealth Enhancement Group adds $809M California advisor team
Fourth firm to join WEG this year takes its total AUM to near $83B.
$585M Wells Fargo team hops to Ohio-based RIA
Advising high-net-worth families and individuals, the two veterans are breaking away from the wirehouse giant to join the $2.5B independent.
Raymond James welcomes advisor couple in Oklahoma
The broker-dealer giant has onboarded a husband-wife tandem who previously managed $200M at Edward Jones.
LPL welcomes ex-UBS advisor in the Northwest
The veteran advisor, whose resume includes time in Silicon Valley, brings a $275M book that includes lawyers, small business owners, and widows.
Private Advisor Group expands in Tennessee
The independent RIA bolsters its community in the East Coast as it welcomes former Edward Jones advisor.
RFG welcomes former Edward Jones advisor in North Carolina
The breakaway advisor with 20 years of industry experience is launching his own practice for business owners and high-net-worth individuals.
LPL expands in Michigan with father-son advisor duo
The two breakaway advisors are launching their own independent practice after managing a book of $240M at Ameriprise.
LPL shares hit fresh high after strong earnings
"Recruiting is as strong as ever" at LPL, one analyst noted.
LPL swipes two former Cambridge advisors in Iowa
The broker-dealer behemoth’s recruitment drive continues unabated as it welcomes the pair who reported managing around $200M in assets.
Kayne Anderson Rudnick deepens San Francisco advisory bench
The firm strengthens its team in California as it welcomes a new advisor with a background supporting ultra-high-net-worth clients.
EP Wealth scores sports-focused advisors from RBC
The fee-only RIA’s newest advisors in California cater to high-net-worth individuals and athletes at the pro and college levels.
Janney expands Eastern US profile with veteran advisors
Ex-Baird advisor in North Carolina and Wells Fargo alum in Maryland together reported managing more than $600M.
Freestone strengthens San Francisco office with veteran hire
The advisor joins the independent in California with 30 years of industry experience, including tenures at Goldman Sachs and UBS.
LPL lands $860M whale from Lincoln
The broker-dealer giant is expanding its profile in Texas with a holistic planning firm working with multigenerational clients.
Raymond James notches wins in the Sun Belt with advisor additions
Together, the ex-Merrill Lynch advisor in Florida and the Wells Fargo alum in New Mexico reported managing $250M in assets.
Wealth Enhancement Group lands $502M powerhouse team
The national wealth firm is snapping up a hybrid RIA from Raymond James, establishing its fourth foothold in Maryland.
LPL welcomes $190M boomerang advisor
The broker-dealer broadened its advisory footprint in North Carolina as industry veteran returns from Benjamin F. Edwards & Co.
Carson Group welcomes new CFO to executive leadership team
Carson Group has hired Daniel Applegarth from Orion Advisor Solutions…
Advisor recruiting getting “irrational,” says Ameriprise CEO
"I do believe that the market is very competitive," says Ameriprise CEO Cracchiolo.
