With hundreds of families and business clients in its book, the New York-based firm is joining one of the wealth giant’s largest OSJs.
Marianne Carter says her move was motivated by the need for a succession plan.
Advisor recruiting at the firm has already surpassed last year's total.
The Indianapolis advisory practice, which includes a five-decade industry veteran, is Sanctuary's third big firm in the area.
The California-based advisor's practice focuses on Mandarin-speaking clients.
Based in Minnesota, the multi-advisor practice does financial planning and portfolio management for mass-affluent retirees and pre-retirees.
The newest practice to affiliate with the firm is leaving Securities America after more than 30 years.
The team is coming under LPL’s umbrella after managing $150M in advisory, brokerage, and retirement plan assets at Stifel.
The firm welcomes a $350 million duo in New England, and an advisor in Florida who had managed a $235 million book.
Two advisors have switched to the $17B AUA firm.
The two wealth industry veterans are bringing over $140 million in advisory, brokerage, and retirement plan assets.
The South Carolina-based wealth practice caters to retirees, pre-retirees, and small business owners and professionals.
The San Francisco-based firm is adding a Connecticut-based practice from Hightower.
Indiana-based Endeavor Wealth Strategies wants to add resources to meet its high-net-worth clients’ needs.
The Tacoma, Washington, team was attracted by advisor-client experience.
The Pennsylvania-based practice is joining the broker-dealer in an ambitious bid to triple its assets.
The Winter Park, Florida-based wealth practice caters to retirees, business owners, and aerospace and defense industry execs.
The Pennsylvania-based private wealth team works with high-net-worth families, business owners, professionals and executives.
The advisors become managing directors at the firm’s headquarters.
Latest addition continues 2024 run of advisors joining the firm.
