Chris Albright, whose Astra Wealth Advisors manages $192 million in Clarks Green, Pennsylvania, has left Wells Fargo Financial Advisors Network, or FiNet, and affiliated with LPL Financial’s broker-dealer, RIA and custodial platforms.
He will partner with current LPL-affiliated adviser Kimberly Santarsiero, who will now operate under the Astra brand.
Albright has nearly 30 years of experience providing comprehensive investment planning and wealth management for high-net-worth families, businesses and institutions, LPL Financial said in a press release Tuesday.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
