Kingswood U.S., a New York-based network of registered investment advisory firms and broker-dealers overseeing more than $3 billion, has attracted firms with 15 financial advisers in the fourth quarter of 2022.
The advisers work at a practice serving high-net-worth clients in the Washington, D.C., metro area, a 20-year-old planning firm in Atlanta, Georgia, and a financial planning and consulting firm in Hawaii.
For the year, Kingswood Wealth Advisors attracted 21 advisers supervising more than $943 million in assets, the company said in a release.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
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