A team of advisors who oversaw $2 billion in client assets at UBS Private Wealth Management have joined RIA Beacon Pointe Advisors, the firm announced Tuesday.
Russell Crow and William Diehl head the Dallas-based group of six that serves approximately 50 ultra-high-net-worth households.
Their decision to join Beacon Pointe was based on the firm’s “fiduciary environment,” and the fact that it would allow them to provide clients with a robust investment platform as well as family-office levels of service, according to a statement.
Both Crow and Diehl have 24 years of experience, according to BrokerCheck; both had been affiliated with UBS since 2009 after earlier stints at Goldman Sachs and Morgan Stanley.
Their team includes senior relationship managers Julie Montgomery and Julie Anderson, senior associate wealth advisor Pierce Halsted, and associate wealth advisor Sarah Stubbs.
"The depth of experience and professionalism from this team is a great compliment to Beacon Pointe, said Shannon Eusey, CEO of Beacon Pointe.
Newport Beach, California-based Beacon Pointe, the nation’s largest female-led RIA, said the addition of Crow and Diehl’s group marked the first time it has welcomed a team breaking away from a wirehouse.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
