The firm welcomes an industry veteran with $165 million in assets and nearly 40 years of experience.
Independent advisor platform adds $725 million in assets with two new affiliate firms.
The firm has added its first private advisor team in Richmond, Virginia.
The Washington team was attracted to the autonomy and financial planning capabilities the firm offered.
The pair of advisors is launching a firm in Cedar Rapids, Iowa.
Las Vegas-based Latus Group was founded by a former police officer.
The digital family office firm was formed from a merger in 2023.
Chicagoland advisor makes the move from Corebridge to LPL.
'When was the last time you saw an article that said an RIA is going to a wirehouse?' asks Verdence founder Leo Kelly.
The deal is the third this year for the 50-year-old wealth management business.
The ultra-high-net-worth-focused team joins UBS in Northbrook, Illinois.
Bay City, Michigan-based Maier & Associates includes members of three generations of the Maier family.
Team of seven advisors is led by a 36-year industry veteran.
New York City-based GKB & Associates includes five advisors.
Rockefeller Capital's broker-dealer has seen a net gain of 271 financial advisors since 2020.
Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas.
Financial advisor trio previously managed $420M at Merrill Lynch.
Many advisors are leaving, disillusioned by what they consider prohibitive pay grids and a lack of flexibility.
As the migration to independent broker-dealers and RIAs continues, concerns about the Big Four’s compensation plans may be contributing to the outflow.
New offering is for advisors seeking the next step of their career.
