Displaying 626 results
RayJay amplifies Las Vegas presence with wirehouse superteam
The ensemble joins the broker-dealer giant’s employee advisor channel after managing more than $1B at Morgan Stanley.
LPL lands father-daughter advisor pair from Morgan Stanley
The independent wealth giant adds the two breakaway advisors, who managed roughly $290M at the wirehouse, in Washington DC.
Private Advisor Group picks up $155M advisor in Rochester, New York
The practice works with investors at some big-name organizations.
Snowden Lane lands $1B powerhouse advisor from Morgan Stanley
With 24 years of experience, including a lengthy stay at Goldman Sachs, the seasoned veteran is joining the fast-growing independent in Florida.
LPL adds former baseball pro to Momentum Wealth bench
The pitcher-turned-wealth manager is part of a $380M advisor team in Delaware that’s joining LPL from PNC Investments.
NewEdge becomes new home for $580M JPMorgan team
Dallas-based team of four attracted by RIA's portfolio management credentials.
Compound Planning announces major milestone for its digital family office
New York-based firm offers services for high-net-worth investors.
Raymond James adds veteran advisor in Central Florida
With more than 25 years’ experience, the newest addition to the broker-dealer’s employee advisor channel managed north of $250M at Ameriprise.
NewEdge Advisors swipes $540M team from Carson
The New Orleans-based RIA has welcomed a 20-year-old independent wealth planning practice in Michigan.
RBC lands $915M team from Truist
With more than six decades of experience combined, the multigenerational team expands the wealth giant’s profile in Virginia.
Multigenerational Merrill Lynch trio joins LPL in California
A four-decade veteran advisor and his two sons are launching their own practice after managing $250M at the wirehouse.
Raymond James welcomes ex-Wells Fargo advisor in New Mexico
The wealth giant’s newest breakaway addition in the Sun Belt state reportedly managed $115M at the wirehouse.
Veteran advisor duo skips from Stifel to LPL
The two advisors, who reported managing $300M in assets, are launching their own independent practice based in Illinois.
Equitable Advisors welcomes $326M advisor pair from Truist
Based in Virginia, the veteran advisors each bring over 20 years of experience as they join the wealth management giant.
Summit Trail goes national with $3B high-end team
The team, formerly with BNP Paribas/Bank of the West, includes 10 seasoned professionals from across the US.
Raymond James welcomes $200M Wells Fargo advisor
The independent wealth giant’s newest addition is joining its employee advisor arm in Michigan.
Summit scores $1.9B advisor from Merrill Lynch
Focused on the sports and entertainment industry, the veteran advisor in California has pushed the RIA’s new assets past the $5B mark.
LPL lands $500M advisor duo from First Republic
The broker-dealer giant’s latest additions in Newport Beach, California broke away to launch their own independent practice.
UBS swipes $470M Colorado advisor team from Morgan Stanley
The firm has also welcomed a new market leader to its Pacific Northwest division, as well as a New York-based advisor focused on LGBTQ clients.
LPL welcomes $275M veteran advisor in Texas
The broker-dealer behemoth has added the former Corebridge Financial advisor, who’s launching his own comprehensive planning practice.
