Advisor moves: Breakaway teams head for independence

The wave of advisory transitions continued this week as teams collectively overseeing more than $1.2 billion in assets struck out in new directions.

N10 Holdings, a Greenwich, Connecticut-based enterprise, made the most ambitious debut of the three, launching into independence through Dynasty Financial Partners with two affiliated firms (N10° Wealth and N10° Assets).

The four-person founding team is led by Andrew Urbanski, who spent 19 years at prominent Wall Street firms building a practice with custody of more than $750 million in client assets before making the break. Until last month he was with Wells Fargo Advisors as senior private wealth advisor and managing director. Before that near-6-year tenure, he spent a similar time at UBS and earlier in his career was with Morgan Stanley.

He is joined by Karo Lokmanyan as chief operations officer, Lauren N. Urbanski as chief compliance and administrative officer, and Adam D. Urbanski as chief executive of N10° Assets.

N10° Wealth expects to begin servicing more than $650 million of assets under advisement, while N10° Assets is positioned to deploy approximately $350 million into the firm's flagship Growth, Momentum, & Profitability stock strategy and with a NYSE ETF listing already on the roadmap for late 2026.

The firm's name, pronounced "N-Ten," is drawn from acoustics — specifically the measure of how completely a surface absorbs sound.

"It describes how we listen to clients, to markets, and to the signals of change that shape lives," Andrew Urbanski said. He framed the broader mission in terms of both fiduciary commitment and market ambition: "We believe in a ubiquitous fiduciary commitment and full disclosure. We plan to continue to engineer incredible value for our long-time wealth clients with the creation of N10° Assets, which is the very vehicle we'll then use to bring some of that value to the rest of the investing world."

An acquisition strategy targeting portfolio management talent is also in the works for N10°.

RJ picks up Colorado team

In Colorado, Jordan S. Smith and Andrew M. Kret, RICP, departed Northwestern Mutual Investment Services to join Raymond James Financial Services, the firm's independent advisor channel.

The duo managed approximately $170 million in client assets at Northwestern and operating as Zenith Wealth Partners in Lakewood with client services manager Angie Kadey and financial services associate Jordan "JB" Bruns also making the move.

Smith, who founded Zenith Wealth Partners and brings 17 years of industry experience, said the platform shift was about preserving the quality of client relationships while gaining better infrastructure.

Farther gains in upstate NY

The third transition saw Golden Wealth Management, a boutique RIA serving clients across Upstate New York and the Scranton/Wilkes-Barre region of Pennsylvania, affiliating with Farther, the AI-powered wealth management platform.

The firm manages approximately $200 million in assets for multi-generational families, small business owners, university faculty, and healthcare professionals. The team includes co-founders Corey Golden and Patrick Golden alongside managing director Joe Curtin and associate Lisa Foote.

Megan Bailey, vice president and head of growth at Farther, said, "Golden Wealth Management has built a highly respected, relationship-driven practice serving clients with complex financial needs. We're excited to welcome the entire team to Farther and support their continued growth with our Intelligent Wealth Platform, enabling them to scale their impact while maintaining the personalized service their clients deserve."