Advisor Moves

Displaying 798 results
Wirehouse moves: Merrill, Wells Fargo haul more advisors from UBS
NEWS WIREHOUSES MAY 23, 2025
Wirehouse moves: Merrill, Wells Fargo haul more advisors from UBS

The two firms have also bolstered their ranks with additions from LPL, Morgan Stanley, and PNC Investments.

By Leo Almazora
Raymond James lands $2.7B institutional business from Trustmark
NEWS BROKER DEALERS MAY 22, 2025
Raymond James lands $2.7B institutional business from Trustmark

The IBD has also added a new advisor from Morgan Stanley in Utah, while LPL welcomes an $850 million team from Cetera.

By Leo Almazora
Advisor moves: LPL adds Ameriprise duo, Janney advisor joins FiNet
NEWS BROKER DEALERS MAY 20, 2025
Advisor moves: LPL adds Ameriprise duo, Janney advisor joins FiNet

The newest transitioners bolster LPL and Wells Fargo's talent pool in Texas and North Carolina, respectively.

By Leo Almazora
Advisor moves: RBC, Wells Fargo welcome UBS alums
NEWS BROKER DEALERS MAY 16, 2025
Advisor moves: RBC, Wells Fargo welcome UBS alums

Meanwhile, Raymond James bolsters its employee advisor channel with a former Janney pair in Pennsylvania.

By Leo Almazora
Advisor moves: Veteran UBS ensemble managing $2B splits to Sanctuary
NEWS RIAS MAY 09, 2025
Advisor moves: Veteran UBS ensemble managing $2B splits to Sanctuary

Elsewhere, Raymond James adds two advisors from Edward Jones and LPL, forming an LGBTQ+ focused practice in New Hampshire.

By Leo Almazora
Advisor moves: LPL welcomes women-led B. Riley team as RayJay reels in father-son pair from Wells Fargo
NEWS BROKER DEALERS MAY 07, 2025
Advisor moves: LPL welcomes women-led B. Riley team as RayJay reels in father-son pair from Wells Fargo

Elsewhere, Wells Fargo also recently announced several new hires from Cetera, Merrill Lynch, and JPMorgan.

By Leo Almazora
Advisor moves: Americana nabs $1.5B Morgan Stanley quartet, LPL welcomes $300M Osaic group
NEWS RIAS MAY 05, 2025
Advisor moves: Americana nabs $1.5B Morgan Stanley quartet, LPL welcomes $300M Osaic group

Wall Street breakaways bolster Americana's reach in Houston as a 10-advisor ensemble in New Jersey make their move to LPL.

By Leo Almazora
Advisor moves: LPL nabs G2 Raymond James advisor, Raymond James makes East Coast additions
NEWS BROKER DEALERS MAY 02, 2025
Advisor moves: LPL nabs G2 Raymond James advisor, Raymond James makes East Coast additions

Also, Merill Lynch scores a billion-dollar recruitment win in New York with a sports-focused advisor defecting from UBS.

By Leo Almazora
Advisor moves: RBC nabs $500M Merrill team as LPL recruits $350M Osaic advisor
NEWS BROKER DEALERS APR 24, 2025
Advisor moves: RBC nabs $500M Merrill team as LPL recruits $350M Osaic advisor

The Merrill Lynch defectors expand RBC's reach in Texas while LPL bolsters its New York presence.

By Leo Almazora
Raymond James scores a recruitment double with two Edward Jones advisors
NEWS BROKER DEALERS APR 22, 2025
Raymond James scores a recruitment double with two Edward Jones advisors

The latest independent advisor additions in Alaska and Washington oversaw a collective $550 million in client assets at their former firm.

By Leo Almazora
Wirehouse teams find independence in Chicago as Daymark, Rockefeller announce additions
NEWS RIAS APR 21, 2025
Wirehouse teams find independence in Chicago as Daymark, Rockefeller announce additions

The $3.7 billion Dynasty partner firm extends its presence in Chicago and Utah while Rockefeller welcomes a former Merrill Lynch team.

By Leo Almazora
Advisor moves: RBC, Merrill, Rockefeller announce elite additions
NEWS RIAS APR 17, 2025
Advisor moves: RBC, Merrill, Rockefeller announce elite additions

RBC and Rockefeller strengthened their East Coast presence, including a $5 billion defection from JPMorgan, as Merrill welcomes a top-caliber advisor in California.

By Leo Almazora
LPL, RJA, Cetera add to their advisor headcounts
NEWS RIAS APR 16, 2025
LPL, RJA, Cetera add to their advisor headcounts

Raymond James, Morgan Stanley, Osaic lose advisors to rivals

By Steve Randall
Bleakley, RBC notch billion-dollar recruitment wins
NEWS RIAS APR 16, 2025
Bleakley, RBC notch billion-dollar recruitment wins

Bleakley announces a double addition from Northwestern Mutual while RBC takes in an experienced advisor from US Bank.

By Leo Almazora
LPL, NorthRock partners announce advisor additions
NEWS BROKER DEALERS APR 09, 2025
LPL, NorthRock partners announce advisor additions

LPL is expanding its footprint in Idaho as one of its veteran advisor affiliates starts afresh in Illinois.

By Leo Almazora
Raymond James welcomes $325M AUM advisor, team from Edward Jones
NEWS BROKER DEALERS APR 07, 2025
Raymond James welcomes $325M AUM advisor, team from Edward Jones

Broker-dealer has acquired more than $2B AUM in the past week

By Steve Randall
Raymond James reels in $828M team from RBC
NEWS BROKER DEALERS APR 04, 2025
Raymond James reels in $828M team from RBC

The firm's latest additions, including two brothers, bolster its employee advisor business in Scottsdale, Arizona.

By Leo Almazora
Savvy surpasses $1.5B milestone, expanding team to 50 advisors
NEWS RIAS APR 03, 2025
Savvy surpasses $1.5B milestone, expanding team to 50 advisors

Newest additions from firms including Morgan Stanley, Farther, and Valeo come as firm stresses tech-enabled independence.

By Leo Almazora
Why unlocking growth is central to mega RIA's M&A strategy
NEWS RIAS APR 02, 2025
Why unlocking growth is central to mega RIA's M&A strategy

Mercer's Martine Lellis lifts the lid on $71 billion RIA's approach, having added 99 partner firms since 2016.

By Andrew Cohen
Merrill loses two advisor teams managing more than $2B AUM
NEWS ADVISOR MOVES APR 02, 2025
Merrill loses two advisor teams managing more than $2B AUM

Raymond James, New Edge Advisors pick up wirehouse breakaways

By Steve Randall