RBC Wealth Management has added nearly a billion dollars to its advisory network in Virginia by welcoming a multigenerational trio from Truist into its network.
On Tuesday, the firm overseeing $583 billion in client assets and more than 2,100 financial advisors announced it had welcomed the Brown-Brinkley Group to its Tysons, Virginia office. The team, transitioning from Truist, brings approximately $915 million in client assets to RBC Wealth Management.
The Brown-Brinkley Group is led by a financial advisor team that includes seasoned advisors Alexander S. Brown and William F. Brinkley, who are both managing directors, and Taylor Brinkley.
They are supported by senior business associates Lane Thomas and Victoria Roberts, senior financial associate Hunter Brammer, registered client associate Carly Kacvinsky, and client associates John Kim and Jan Conner.
“We chose to move our business to RBC Wealth Management for its supportive, client-first culture, as well as direct access to leadership and resources that are valuable to our clients,” Brown, who’s been in the industry for 22 years, said in a statement.
Warren Bischoff, mid-Atlantic complex director for RBC Wealth Management – US, said the “high-quality, high-integrity” team is a perfect cultural fit for the firm.
“Their dedication to clients aligns perfectly with the firm’s values and culture, and we are confident they will continue to thrive here,” he said.
Recently in May, RBC boosted its profile in new Jersey as it swiped an $855 million high-net-worth team from JPMorgan.
Prior to that, it expanded its presence in Maryland as it welcomed two experienced advisor teams from Merrill Lynch.
Advisors who lead with cost savings when pitching pooled employer 401(k) plans may be underselling — and misrepresenting — the fiduciary value.
The Minneapolis-based consolidator's addition of a $345 million Anchorage RIA comes as small sellers navigate a volatile 2026 deal market.
He says the account portal went dark just as he tried to check what he owned.
Six insiders sold more than $30 million in stock before shares fell about 45%.
Average 401(k) balances jumped 10.5% last quarter and small business retirement plan enrollment kept climbing, according to new Fidelity data.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
