Displaying 584 results
Focus Financial adds $585 million Alley Co. to its ranks
The latest deal by the New York-based RIA aggregator follows a trend of firms wrapping up deals before year-end.
Team managing $1.2 billion at BofA joins Baird
The four-adviser HBGW Group is moving to Baird’s office in Greenville, South Carolina.
Cerity Partners adds $5 billion RIA in San Francisco
The addition of Bingham Osborn & Scarborough will push the New York-based aggregator to nearly $40 billion in total RIA assets.
LPL reels in $500 million team from Lincoln Financial Advisors
Clearview Wealth Partners is led by managing partners and co-founders Bill Roland and Jim Westermeyer. The team is aligned with The Financial Services Network, an existing LPL large enterprise.
Rep managing $500 million boomerangs to RBC
Financial adviser Christopher Andreach returned to the regional bank after just a two-month stint at UBS Group.
Kestra, Cetera report solid recruiting in third quarter
Kestra Financial added advisers with $2.3 billion in assets under management during the third quarter, while Cetera Financial Group recruited advisers with $2.4 billion in assets.
Bank group managing $235 million joins LPL
Advisers at First Citizens Investment Center at Iowa-based First Citizens Bank were previously affiliated with Cetera.
Advisers managing $1.1 billion join Ameriprise affiliate
New York’s Kuttin Wealth has attracted a large team from 1879 Advisors and another adviser from Cadaret Grant.
LPL nabs $745 million Wells Fargo Advisors team
Winget Benton Wealth Management is comprised of advisers Al Winget, Rob Benton and Andrew Robson. The advisers are moving to LPL's recently launched employee adviser channel.
Rockefeller Capital nabs $1.5 billion Truist team
The eight-member Atlantic Group has offices in Palm Beach, Florida, and Bethesda, Maryland.
Georgia teams managing $308 million join Raymond James
Two advisers from Truist and a trio from Merrill Lynch are moving to the firm's employee channel.
Merrill Lynch duo managing $215 million join Raymond James
Francine Payson and Tarek Salhab are joining the firm's employee unit in Fort Myers, Florida.
Bank rep serving $400 million goes indie with LPL
Scott Howell will open an office in Summit, New Jersey.
Duo managing $1.5 billion at SunTrust join Homrich Berg
Kevin Campbell and Amy Owen are opening an office for Homrich Berg in Palm Beach Gardens, Florida.
Billion-dollar trio at Wells Fargo moves to Ashton Thomas
The three advisers will open the firm’s third Montana office in Helena.
LPL snags $350 million Cetera team
Ohio-based River Cities Financial Services is led by Michael Anthony.
Merrill Lynch duo managing $216 million joins Raymond James
Gus Fingado and Matthew Walter are joining the firm's employee unit in Manalapan, New Jersey.
Merrill Lynch trio managing $565 million moves to RBC
Mark Johnson, Bart McNabb and Adam Johnson based in Wayzata, Minnesota.
UBS rep managing $265 million joins LPL
David Winchell is setting up his own firm, Winchell Financial Group, in Las Vegas.
RBC lands Merrill Lynch rep managing $800 million
Stephen P. McGovern, who joined Merrill in 2009, makes the move in Stuart, Florida.
