The national RIA is getting its first Naples, Florida location with a women-led planning practice headed by a 40-year industry veteran.
The wealth management giant’s latest advisor additions include a nearly three-decade veteran of the industry.
The brokerage giant extends its reach in Massachusetts with a group that includes a father-son advisor duo.
The broker-dealer supercharges its network in the east with a roughly 100 advisor team formerly from Lincoln.
The breakaway pair are joining the brokerage giant’s HNW-focused employee advisor arm in Oklahoma.
The pair in Orange County, California managed $225M in advisory, brokerage, and retirement plan assets at their former firm.
Previously managing $250M, the firm’s new addition in the West Coast has a nearly four-decade record that includes Merrill Lynch and Wells Fargo.
With over a century of collective experience, the veteran-led team is joining the broker-dealer’s employee advisor arm in Florida.
Offering a host of planning services, the 14-person team from Commonwealth includes a husband-and-wife advisor tandem.
The wealth giant’s latest addition in the Lone Star State reportedly managed $215M for affluent individuals, business owners, and executives.
The RIA is bolstering its partnership model as it helps the breakaway team, led by a 25-year veteran, launch their own high-net-worth firm.
Collectively, the two veteran advisor groups in Maryland are bringing around $900M in client assets to RBC’s wealth advisory business.
The firm expands its private wealth presence in Philadelphia, Pennsylvania with a veteran trio of high-net-worth advisors from Raymond James.
The advisor, who reportedly managed $450M in client assets at UBS, is joining the Western division in California.
The former wirehouse advisor is tapping into LPL’s platform after managing $280M in retirement and other assets at his former firm.
The monster hire, historic in the scale of assets involved, helps America’s largest bank push deeper into the coveted ultra-high-net-worth arena.
With a complex merger deal culminating in a $500M book of assets, the hybrid RIA welcomes three ex-Raymond James advisors.
The second-generation advisor and former hedge fund analyst reported managing $85 million in assets at the wirehouse.
The five-advisor group based in Massachusetts has joined the firm’s independent advisor unit after being affiliated with Commonwealth.
Fourth firm to join WEG this year takes its total AUM to near $83B.
