The firm is rebranding a pair of Stratos-affiliated practices to boost its presence on the East Coast
The firm is adding $500M to its enterprise with multigenerational teams from Wells Fargo and Merrill Lynch.
The firm's latest recruit was previously with Prosperity.
The hybrid RIA expects its $1 billion haul of new client assets in the first quarter will set it up for a repeat of its robust 2023.
Experienced leaders will help $30B AUM network expand.
Boutique wealth manager has onboarded three teams so far in 2024.
The brokerage firm’s employee advisor arm deepens its bench with a three-decade veteran of the industry.
The IBD is bolstering its presence in North Carolina with the launch of a new independent high-net-worth practice.
Four advisors start their new venture in Indianapolis.
An Ohio-headquartered RIA's newest partner is joining from Edelman Financial Engines.
The firm adds a $700 million breakaway practice in North Carolina.
The IBD is expanding its presence in Florida with a planning and wealth management practice focused on LGBTQ+ clients.
It's the second new team to join the firm in the past month.
The team, including a father-son duo, is joining the broker-dealer’s employee advisor arm from RBC.
The RIA adds a multigenerational advisor practice to its network in its first foray into northern Nevada.
The industry veteran with two decades of experience will reinforce the brokerage firm's presence in Tennessee.
Based in New York, the multigenerational HNW practice expects to build on its meteoric growth record while elevating its service offerings.
The Brick, New Jersey-based team includes a veteran advisor and two siblings.
The Lockhart, Texas-based advisor couple join the tax-focused wealth planning network with years of experience at a family-owned practice.
The IBD adds veteran woman advisor with 23 years of industry experience from Charles Schwab.
