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LPL Financial welcomes Texas-based veteran advisor
The seasoned financial advisor is launching his own independent practice as he joins RIA powerhouse.
‘Financial architect’ joins $1.7B AUM Angeles Wealth
Advisor moves to national RIA firm in Santa Monica from LourdMurray.
NewEdge Advisors welcomes $262M team from Carson
Nesso Wealth, a Connecticut-based independent practice, is latest to join the growth-oriented RIA.
UBS advisor jumps to Raymond James
The firm welcomes an industry veteran with $165 million in assets and nearly 40 years of experience.
RIA Summit Financial continues growth push
Independent advisor platform adds $725 million in assets with two new affiliate firms.
Rockefeller Global Family Office expands footprint with team of 10
The firm has added its first private advisor team in Richmond, Virginia.
Ameriprise adds $525M team from RBC to its independent channel
The Washington team was attracted to the autonomy and financial planning capabilities the firm offered.
LPL attracts $175M duo from Wells Fargo Advisors
The pair of advisors is launching a firm in Cedar Rapids, Iowa.
LPL nabs $320M duo from Centaurus Financial
Las Vegas-based Latus Group was founded by a former police officer.
Compound Planning hails ‘pivotal’ hire of nine financial advisors
The digital family office firm was formed from a merger in 2023.
Newborn son inspires $160M advisor to go independent
Chicagoland advisor makes the move from Corebridge to LPL.
Wirehouse defections far from done, says Verdence Capital CEO
'When was the last time you saw an article that said an RIA is going to a wirehouse?' asks Verdence founder Leo Kelly.
MAI acquires $549M ‘household name’ RIA on the West Coast
The deal is the third this year for the 50-year-old wealth management business.
UBS recruits $1.6B team of eight from Merrill Lynch
The ultra-high-net-worth-focused team joins UBS in Northbrook, Illinois.
$615M family office joins LPL from Raymond James
Bay City, Michigan-based Maier & Associates includes members of three generations of the Maier family.
Stifel entices $650M team from LPL Financial
Team of seven advisors is led by a 36-year industry veteran.
UBS lands $2B team from Merrill Lynch
New York City-based GKB & Associates includes five advisors.
Rockefeller continues roll in hiring advisors as 2024 kicks off
Rockefeller Capital's broker-dealer has seen a net gain of 271 financial advisors since 2020.
Raymond James adds $160M advisor from Edward Jones
Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas.
Wirehouse veterans launch firm for ‘millionaire next door’ with Dynasty, Fidelity
Financial advisor trio previously managed $420M at Merrill Lynch.
