The latest recruit to join the firm’s independent advisor channel comes with a three-decade record, including 10 years at Merrill Lynch.
The Florida-based sibling advisors are carrying on their father’s legacy with an RIA focused on high-net-worth families and business owners.
The firm is bolstering its profile in the San Francisco Bay Area with a high-net-worth practice that includes a father-son advisor duo.
'Those offers from smaller firms don’t always get as high as those from the bigger players, but they are pretty darn close,' says a recruiter.
The Lafayette-based advisor, who founded his firm in 1984, manages $150 million.
The firm is expanding its footprint in California as it scoops up another three advisors from UBS.
The firm is expanding its footprint in North Carolina and Maryland with a multigenerational advisory practice from Valic.
The New Jersey independent’s newest partner and wealth advisor’s history includes stints at UBS and Merrill Lynch.
The veteran advisor and his two sons are joining the IBD after managing $250M at Wells Fargo.
With the addition of recruits from Wells Fargo and Raymond James, the hybrid has topped its initial 2024 target of $17B in assets under advisement.
Minnesota advisors join the firm after overseeing around $700M in assets at Osaic.
The Kansas-based advisory practice, which has been in operation since 1960, pushes one of Osaic’s enterprise OSJs past the $1B AUM mark.
The firm expanded into the region in 2020 through an acquisition.
The national wealth firm is widening its footprint in Omaha as it welcomes a veteran advisor duo.
The latest team to join the broker-dealer managed $680 million in client assets at their former firm.
The Atlanta-based RIA is deepening its Pacific Northwest footprint with a financial planning team from LPL.
RIA focuses on high-net-worth clients using a proprietary platform.
The financial industry veteran from South Carolina joins the brokerage giant after previously managing around $250M in client assets.
The IBD expands its Southern footprint with an Alabama-based veteran with $345 million in assets.
Team of three was previously with Raymond James division Alex. Brown.
