Two wealth management firms overseeing more than $1 billion in combined client assets have moved to new platforms, underscoring continued competition among firms to attract advisor teams seeking scale, succession planning and enhanced infrastructure.
Raymond James brought financial advisors Jared Lamb, CFP, and Mark Wilkins into Raymond James & Associates, its employee advisor channel. The Denver-based team left RBC Capital Markets where they oversaw approximately $700 million in client assets.
Operating as Wilkins Lamb Wealth Advisors of Raymond James in Denver, the group focuses on providing financial planning and portfolio management to high-net-worth individuals and multigenerational families using a goals-based wealth planning approach. Senior registered client service associates Kimberly Baird and Taylor Morgenstern also made the transition with the advisors.
Lamb said the firm’s culture and advisor-focused resources played a central role in the decision.
Wilkins brings close to 16 years of industry experience to his role as managing director. A graduate of Pepperdine University, he has received several industry recognitions, including the 2025 Forbes Best-in-State Wealth Advisor award and the 2023 Financial Planning Top 40 Regional Brokers Under 40 honor.
In a separate advisor move, Gardner Wallace Financial Solutions has joined Osaic through Advisory Resource Group, an office of supervisory jurisdiction led by Kurt Jonson. The Addison, Texas-based firm manages roughly $464 million in client assets and previously operated with Kestra.
Gardner Wallace is led by Frances Gardner, CFP, Andrew Gardner, CFP, and Patrick Wallace, ChFC, and delivers wealth management, insurance, tax planning and business planning services to individuals and business owners.
The move comes as the firm prepares for its next stage of growth and leadership succession,along with a desire for stronger technology capabilities, operational support and greater flexibility as it continues expanding its advisor team while maintaining its client service model.
“Osaic continues to attract firms who seek to thrive for the long term. They understand it's not only about assets, but about legacy,” said Kristen Kimmell, executive vice president of business development at Osaic. “Through ARG and the broader Osaic ecosystem, we’re delivering the infrastructure, succession expertise and advisor development resources growth-oriented teams need to scale sustainably.”
“It’s time for an economic reset,” wrote the California governor, in a post on X.
Masterworks was launched in 2017 but its RIA, Masterworks Advisers, is just three years old.
One 2017 form, no broker license, and a $42 million gap they say surfaced on a webinar.
Fewer than half of Americans in their peak earning years feel on track for retirement, while many say limited financial knowledge and access to professional guidance are holding them back.
Meanwhile, Wells Fargo hauled advisors overseeing $825 million in the West Coast, while Wedbush has welcomed a seasoned professional from Stifel in California.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
