Displaying 572 results
Snowden Lane Partners adds $208M mother-son advisor team in New York
The advisors become managing directors at the firm’s headquarters.
Raymond James indie channel is next step for $123M advisor
Latest addition continues 2024 run of advisors joining the firm.
Stratos Wealth signs $700M team from Osaic
Redwood City, California-based Pettinelli Financial Partners offers comprehensive planning for multigenerational households.
Cetera’s TRPG begins RIA integrations with acquisition of Kansas firm
Cetera is sharpening its focus on RIAs under CEO Mike Durbin.
LPL Financial welcomes another veteran advisor
The advisor, based in North Carolina, oversaw roughly $130 million in assets at Osaic.
Prospera adds $650M AUM firm in Redlands, California
The team was attracted to the boutique wealth management firm's 'family-like' culture.
Former Northwestern Mutual advisor launches own RIA
California-based Greykasell Wealth Strategies provides planning services to high-net-worth individuals, families, and business owners.
Raymond James strengthens advisor network with $340M Morgan Stanley team
Based in South Florida, the Behar-Nagel Group is the latest to join Raymond James’ employee advisor channel.
LPL extends winning streak as it welcomes Wells Fargo team
Victoria, Texas-based CoastPoint Financial adds $150 million in client assets to the broker-dealer giant’s network.
Cetera signs up $312M team from LPL
Based in South Carolina, the three-person holistic planning practice is joining a 4,000-strong network of advisors.
Cetera recruits three-decade veteran from Triad
The seasoned advisor oversees more than $120 million in assets at his planning and investment practice in Rome, Georgia.
Raymond James adds to talent pool with Morgan Stanley hire
The seasoned advisor brings more than two decades of industry experience.
Former $335M Wells Fargo team joins Stifel’s independent broker-dealer subsidiary
Washington team is the second practice to join the firm so far in 2024.
UBS bolsters upper-high-net-worth presence with $2B team
New Jersey-based boutique practice focused on affluent families leaves Merrill Lynch to join UBS.
NewEdge Wealth opens Atlanta office with JPMorgan team hire
New office is led by a 30-year veteran of the wealth management industry.
Rockefeller poaches $1.3B Morgan Stanley team
The wealth advisory team, which caters to high-net-worth clients, is the firm's fourth recruit this year.
Cetera signs five-advisor team from Newbridge
Based in New Jersey, the Rosso Financial Group's members boast more than 80 years of combined industry experience.
Savant Wealth Management taps William Blair exec for new CFO
Jon W. Zindel has more than 30 years of industry experience.
Miracle Mile reels in two new teams with $600M in assets
A unique ownership model and growing service offerings continue to be a draw for Los Angeles-based RIA.
LPL Financial welcomes Texas-based veteran advisor
The seasoned financial advisor is launching his own independent practice as he joins RIA powerhouse.
