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LPL lands $300M team in Kentucky
The advisors from Ameriprise are joining the broker-dealer's network with their own independent practice in Louisville.
Fortis Capital Advisors acquires Chicago-based father-daughter firm
New addition expands the RIA firm’s national footprint.
Stratos Private Wealth reveals East Coast expansion plans
The firm is rebranding a pair of Stratos-affiliated practices to boost its presence on the East Coast
RBC drafts two father-son teams to Western US division
The firm is adding $500M to its enterprise with multigenerational teams from Wells Fargo and Merrill Lynch.
Savvy Wealth adds advisor with focus on clients with real estate assets
The firm's latest recruit was previously with Prosperity.
Steward Partners hails strong start to 2024 recruiting
The hybrid RIA expects its $1 billion haul of new client assets in the first quarter will set it up for a repeat of its robust 2023.
Sanctuary Wealth hires former Wells Fargo, BNY Mellon Pershing veterans
Experienced leaders will help $30B AUM network expand.
Pegula-backed Bison Wealth attracts $750M Key Private Bank team
Boutique wealth manager has onboarded three teams so far in 2024.
Raymond James broadens California footprint with ex-Stifel advisor
The brokerage firm’s employee advisor arm deepens its bench with a three-decade veteran of the industry.
LPL welcomes $435M duo from Truist
The IBD is bolstering its presence in North Carolina with the launch of a new independent high-net-worth practice.
Team with shared mindset launches new RIA with tru Independence
Four advisors start their new venture in Indianapolis.
OneSeven welcomes $190M advisor to its growing network
An Ohio-headquartered RIA's newest partner is joining from Edelman Financial Engines.
Sanctuary welcomes UHNW duo from Merrill
The firm adds a $700 million breakaway practice in North Carolina.
LPL onboards $210M advisor from Ameriprise
The IBD is expanding its presence in Florida with a planning and wealth management practice focused on LGBTQ+ clients.
Ashton Thomas picks up $300M team from WealthSource
It's the second new team to join the firm in the past month.
Raymond James scores big with $1.1B Arizona practice
The team, including a father-son duo, is joining the broker-dealer’s employee advisor arm from RBC.
Stratos swipes $500M team from RBC
The RIA adds a multigenerational advisor practice to its network in its first foray into northern Nevada.
Raymond James signs $243M advisor from Wells Fargo
The industry veteran with two decades of experience will reinforce the brokerage firm's presence in Tennessee.
Kestra Financial unveils partnership with $600M firm
Based in New York, the multigenerational HNW practice expects to build on its meteoric growth record while elevating its service offerings.
LPL welcomes $250M team from Wells Fargo
The Brick, New Jersey-based team includes a veteran advisor and two siblings.
