The elite ex-wirehouse advisor teams will boost Rockefeller Global Family Office's presence in Texas and New York.
The group joining RBC's New York City office, led by advisors formerly affiliated with First Republic, gives it an additional foothold in the ultra-high-net-worth space.
The broker-dealer giant announced its first wealth office in the state as it welcomed two advisor teams from Janney and Wells Fargo.
The broker-dealer giant is bolstering its ranks in New Jersey and California with latest advisor additions.
After previously managing over $495 million collectively, the national RIA's latest additions in Long Island come after a decades-long tenure with their former firm.
While RayJay boosts its presence in Utah with its latest employee advisor additions, LPL is strengthening its ranks in the Northeast.
The firm's first-ever financial advisor in New York City, Stu Berrin brings over 30 years of industry experience to his new role as managing director and partner.
The newest additions to the broker-dealer giant's network previously managed a collective $750 million in client assets at their former firms.
The newest members of the multi-custodial RIA's network in Georgia and Texas have collectively brought $885 million in AUM to the firm.
Helmed by ex-Edward Jones advisors, the newly launched RIA firm has multiple footholds across Ohio including Oregon, Waterville, and Upper Sandusky.
The defectors, separately located in the Chicagoland and Texas, reportedly managed more than $260 million combined.
The firm is making headway in the Florida wealth market with four wirehouse advisors who collectively oversaw nearly $2 billion at their former firms.
The broker-dealer behemoth extends its footprint further in Florida as it adds the former wirehouse group, including a father-son duo, to its employee advisor division.
The newest additions to Bank of America Private Bank bring more than half a century of cumulative experience, including previous roles at JPMorgan.
The firm has welcomed additions from UBS, Baird, and other firms while establishing a new base for its Midwestern expansion.
The broker-dealer's latest addition, a 24-year veteran based in Missouri, is leveraging the firm's RIA Blueprint platform.
The top-ranked RIA's latest addition to its Legacy Division extends its New Jersey footprint with a new office in Riverdale.
The latest team to join the broker-dealer giant's network in the Midwest previously managed $350 million.
The firm's newest advisor additions in the Southeast come with 55 years of collective experience in the industry.
The wealth management giant has bolstered its independent advisor arm again with the latest additions in the Pacific Northwest.
