Displaying 572 results
LPL bags another Lincoln advisor
The IBD expands its Southern footprint with an Alabama-based veteran with $345 million in assets.
Arax firm Ashton Thomas adds $500M team, opens New York office
Team of three was previously with Raymond James division Alex. Brown.
Osaic bolsters network with $210M Ameriprise team
With hundreds of families and business clients in its book, the New York-based firm is joining one of the wealth giant’s largest OSJs.
Mother joins daughter at $28B firm
Marianne Carter says her move was motivated by the need for a succession plan.
Compound Planning adds six advisors to its digital family office
Advisor recruiting at the firm has already surpassed last year's total.
Sanctuary lands $1B team from Stifel
The Indianapolis advisory practice, which includes a five-decade industry veteran, is Sanctuary's third big firm in the area.
$180M advisor rejoins Equitable from Cetera
The California-based advisor's practice focuses on Mandarin-speaking clients.
Osaic adds $360M team from Cetera
Based in Minnesota, the multi-advisor practice does financial planning and portfolio management for mass-affluent retirees and pre-retirees.
Independent Advisor Alliance enters Illinois with $165M team
The newest practice to affiliate with the firm is leaving Securities America after more than 30 years.
LPL Financial welcomes Kansas boutique practice
The team is coming under LPL’s umbrella after managing $150M in advisory, brokerage, and retirement plan assets at Stifel.
Raymond James adds teams from Morgan Stanley, UBS
The firm welcomes a $350 million duo in New England, and an advisor in Florida who had managed a $235 million book.
Integrated Partners picks up New Hampshire advisor team from Ameriprise
Two advisors have switched to the $17B AUA firm.
Texas duo leap to LPL from Lincoln
The two wealth industry veterans are bringing over $140 million in advisory, brokerage, and retirement plan assets.
Osaic welcomes $240M duo from LPL
The South Carolina-based wealth practice caters to retirees, pre-retirees, and small business owners and professionals.
Robertson Stephens welcomes veteran $180M team
The San Francisco-based firm is adding a Connecticut-based practice from Hightower.
LPL Financial adds $515M team from PNC
Indiana-based Endeavor Wealth Strategies wants to add resources to meet its high-net-worth clients’ needs.
Merrill Lynch $320M duo joins Ameriprise
The Tacoma, Washington, team was attracted by advisor-client experience.
Commonwealth Financial welcomes $384M trio
The Pennsylvania-based practice is joining the broker-dealer in an ambitious bid to triple its assets.
$450M team joins Raymond James from Merrill
The Winter Park, Florida-based wealth practice caters to retirees, business owners, and aerospace and defense industry execs.
LPL lands $1B team from Merrill Lynch
The Pennsylvania-based private wealth team works with high-net-worth families, business owners, professionals and executives.
