RBC, Osaic, and Carson Wealth each posted wins in advisor recruitment this week, with RBC landing an ex-UBS team to expand in Georgia while Osaic attracts another longtime LPL advisor in North Carolina.
RBC Wealth Management is expanding in the Atlanta suburbs with a new Alpharetta, Georgia, branch anchored by a team that previously worked at UBS and oversees $430 million in client assets.
The Wilson Wealth Management group, led by managing director and financial advisor James “Jimmy” Wilson, joined RBC’s South Atlantic complex this week. The team also includes senior financial associate Ryan Nicholas Kopec, senior registered client associate Kristin Michelle Wint, and senior client associate Megan Harris.
South Atlantic complex director Robin Long said Wilson and his colleagues were drawn to RBC’s “client-centric approach” and the “autonomy that advisors appreciate.” Long added that the new Alpharetta office is intended to deepen the firm’s local ties with clients in the greater Atlanta area.
The Wilson team focuses on individuals and families with complex balance sheets, including entertainment industry professionals and business owners, and emphasizes multigenerational planning.
RBC said the move will allow the group to pair its existing planning and investment work with the firm’s estate planning resources and tax-considerate strategies, while continuing to serve clients across the country from its Alpharetta base.
RBC has been leaning into advisor recruiting in the region. The South Atlantic complex has grown new advisor headcount by 28.5% since 2020, and the firm said its build-out of ultra-high-net-worth capabilities is a key draw for teams targeting that client segment.
Osaic is continuing its push to attract independent practices with the addition of Midtown Advisors, a Raleigh, North Carolina-based firm that spent more than a decade with LPL Financial and oversees about $153 million in client assets.
Midtown is led by managing director Tom Perry, who is joined by director of sales operations Blake Perry and office manager Stacey Nelson. After 13 years under the LPL umbrella, Tom Perry conducted a search across multiple firms before choosing Osaic, citing technology, product breadth and long-term alignment as key factors.
“Osaic’s end-to-end, integrated technology platform and robust product suite will enable us to further our mission of building lifelong relationships with our clients and partners,” Perry said in an announcement Thursday.
The firm framed the move to Osaic as a way to add scale and stability to a relationship-driven practice without sacrificing independence.
Midtown joins a growing group of independent firms that have recently aligned with Osaic, including Sanders Wealth Management, True Wealth Advisors, and Soundview Financial Group.
In Omaha, a move at Carson Wealth highlights a path to help ensure succession and business continuity for aging advisors who do not want to sell outright.
Veteran advisor Roger Augustyn has joined Carson Wealth’s Omaha office from Osaic, bringing with him roughly $103 million in assets under management. Augustyn is joining as a 1099 advisor, with a plan to gradually hand off client relationships to an established advisory team.
“Some of my clients are like family, and this decision was about making sure they are taken care of for the long term,” Augustyn said in a public release. He pointed to Carson’s culture and “forward-looking mindset,” as well as the firm’s investment in technology, as reasons for making the move.
Augustyn, who has spent nearly four decades in the business, built a practice that often serves retired college professors and emphasizes education and clear communication.
As he begins stepping toward retirement, he will work closely with managing director Jon Springer to manage the transition and reassure long-standing clients.
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