Focused on the sports and entertainment industry, the veteran advisor in California has pushed the RIA’s new assets past the $5B mark.
The broker-dealer giant’s latest additions in Newport Beach, California broke away to launch their own independent practice.
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.
The broker-dealer behemoth has added the former Corebridge Financial advisor, who’s launching his own comprehensive planning practice.
The two advisors are joining from Morgan Stanley and Merrill Lynch, where they collectively managed more than $500M.
The team, which reported managing $265M in assets at the broker-dealer, is the latest addition to LPL’s employee advisor network.
Based in Southern California, the newly founded Alteri Wealth offers wealth and family office services to a broad swath of HNW and UHNW investors.
The broker-dealer giant is expanding its presence in New Mexico as it helps launch an independent multigenerational practice.
With a reported $120M in client assets, the latest breakaway to join the tax-focused Cetera subsidiary brings with her two decades of experience.
The independent RIA marks the firm’s sixth deal for 2024, and its first incursion into the state of Michigan.
Led by a veteran with more than three decades of experience, the multigenerational team manages $120M for clients in Cleveland and beyond.
Citizens Financial Group has added a top advisor with nearly $1B in assets from JPMorgan, along with another key hire for its Boston office.
The breakaway duo, managing more than $300M in assets, are joining the employee-owned independent in California.
The high-net-worth group is coming over to join RBC Wealth Management’s advisory complex in New Jersey.
The firm, led by a three-decade industry veteran, is hopping to LPL after affiliating with Momentum Independent Network.
Joining the financial institutions division, the group of advisors and branch professionals strengthens the wealth giant’s presence in Florida.
The newly launched independent firm, previously managing $750 million at Wells Fargo, extends Dynasty’s reach in the East.
With more than six decades of collective industry experience, the advisor duo are coming over from Securities America, a unit of Osaic.
The national RIA adds a two-advisor wealth planning practice, led by a five-decade industry veteran, that oversees more than $100M in AUM.
The regional broker-dealer’s latest addition in northeast Florida extends its 2024 recruiting streak, which has so far brought in over $2B in assets.
