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LPL welcomes $250M team from Wells Fargo
The Brick, New Jersey-based team includes a veteran advisor and two siblings.
Avantax adds $250M married duo from Edward Jones
The Lockhart, Texas-based advisor couple join the tax-focused wealth planning network with years of experience at a family-owned practice.
Raymond James extends Florida reach with $750M advisor
The IBD adds veteran woman advisor with 23 years of industry experience from Charles Schwab.
Raymond James scoops up $265M advisor in Pennsylvania
The latest recruit to join the firm’s independent advisor channel comes with a three-decade record, including 10 years at Merrill Lynch.
LPL swipes $580M team from Merrill Lynch
The Florida-based sibling advisors are carrying on their father’s legacy with an RIA focused on high-net-worth families and business owners.
Rockefeller expands California presence with $1B JPMorgan team
The firm is bolstering its profile in the San Francisco Bay Area with a high-net-worth practice that includes a father-son advisor duo.
All kinds of B-Ds, not just the giants, are making deals
'Those offers from smaller firms don’t always get as high as those from the bigger players, but they are pretty darn close,' says a recruiter.
LPL expands in Louisiana with Osaic advisor
The Lafayette-based advisor, who founded his firm in 1984, manages $150 million.
Raymond James signs $300M trio from UBS
The firm is expanding its footprint in California as it scoops up another three advisors from UBS.
Osaic adds $280M with father-daughter advisor duo
The firm is expanding its footprint in North Carolina and Maryland with a multigenerational advisory practice from Valic.
Ramapo Wealth Advisors gains strength with Invesco hire
The New Jersey independent’s newest partner and wealth advisor’s history includes stints at UBS and Merrill Lynch.
LPL expands Mississippi presence with family practice
The veteran advisor and his two sons are joining the IBD after managing $250M at Wells Fargo.
Concurrent continues to hit growth goals with three new advisors
With the addition of recruits from Wells Fargo and Raymond James, the hybrid has topped its initial 2024 target of $17B in assets under advisement.
LPL grows network with 7 ex-Osaic advisors
Minnesota advisors join the firm after overseeing around $700M in assets at Osaic.
Osaic adds $165M Cetera team to New Century
The Kansas-based advisory practice, which has been in operation since 1960, pushes one of Osaic’s enterprise OSJs past the $1B AUM mark.
Franklin Templeton’s Fiduciary Trust welcomes two industry leaders in Pennsylvania
The firm expanded into the region in 2020 through an acquisition.
Carson continues growth in Nebraska with $163M practice
The national wealth firm is widening its footprint in Omaha as it welcomes a veteran advisor duo.
Baird bolsters Wisconsin presence with team from UBS
The latest team to join the broker-dealer managed $680 million in client assets at their former firm.
Merit snaps up $540M Washington team
The Atlanta-based RIA is deepening its Pacific Northwest footprint with a financial planning team from LPL.
Savvy Advisors adds three wealth managers in California, Arkansas
RIA focuses on high-net-worth clients using a proprietary platform.
