The Merrill Lynch defectors expand RBC's reach in Texas while LPL bolsters its New York presence.
The latest independent advisor additions in Alaska and Washington oversaw a collective $550 million in client assets at their former firm.
The $3.7 billion Dynasty partner firm extends its presence in Chicago and Utah while Rockefeller welcomes a former Merrill Lynch team.
RBC and Rockefeller strengthened their East Coast presence, including a $5 billion defection from JPMorgan, as Merrill welcomes a top-caliber advisor in California.
Raymond James, Morgan Stanley, Osaic lose advisors to rivals
Bleakley announces a double addition from Northwestern Mutual while RBC takes in an experienced advisor from US Bank.
LPL is expanding its footprint in Idaho as one of its veteran advisor affiliates starts afresh in Illinois.
Broker-dealer has acquired more than $2B AUM in the past week
The firm's latest additions, including two brothers, bolster its employee advisor business in Scottsdale, Arizona.
Newest additions from firms including Morgan Stanley, Farther, and Valeo come as firm stresses tech-enabled independence.
Mercer's Martine Lellis lifts the lid on $71 billion RIA's approach, having added 99 partner firms since 2016.
Raymond James, New Edge Advisors pick up wirehouse breakaways
The two broker-dealer firms have expanded in Kansas and Georgia as they recruit defectors from Osaic and Edward Jones.
RayJay is adding a $465 million team to its employee advisor arm in West Virginia as Equitable recruits an experience advisor in New York.
The firm's latest additions, led by a second-generation financial advisor, are striking out via its Linsco employee advisor channel.
The firms' latest additions in Florida and Nevada come as a strategic change at UBS raises risk of advisor defections.
The six-advisor ensemble based in California marks the latest and largest departure from the Wall Street giant to the broker-dealer titan in the past year.
The company last week reported a 57 percent increase in loans made to advisors in 2024.
Meanwhile, Ameriprise has bolstered its own ranks as an LPL defector joins its branch channel in California.
Cetera welcomes a veteran retirement advisory team while Commonwealth adds an independent-minded advisory in Manhattan.
