Advisor Moves

Displaying 790 results
LPL recruits $260 million group focusing on 403(b) plans
NEWS RETIREMENT PLANNING SEP 25, 2023
LPL recruits $260 million group focusing on 403(b) plans

The diverse practice in Albuquerque, New Mexico, is led by financial advisor Angelo Burns.

By Bruce Kelly
JPMorgan Private Bank hires $2B high-net-worth advisor team from rival
NEWS ADVISOR MOVES SEP 22, 2023
JPMorgan Private Bank hires $2B high-net-worth advisor team from rival

Three advisors boost the firm's reach in the Pacific Northwest.

By Steve Randall
UBS advisor managing $435M moves to RBC Wealth Management
NEWS WIREHOUSES SEP 20, 2023
UBS advisor managing $435M moves to RBC Wealth Management

Marin County, California-based Brian Wells has 25 years of experience.

By InvestmentNews
Edward Jones welcomes back $167M advisor who began his career with the firm
NEWS BROKER DEALERS SEP 20, 2023
Edward Jones welcomes back $167M advisor who began his career with the firm

The Seattle-based advisor will focus on retirement plans.

By Steve Randall
Wells Fargo advisor managing $175M jumps to LPL
NEWS BROKER DEALERS SEP 19, 2023
Wells Fargo advisor managing $175M jumps to LPL

Aaron Cizon is launching Cizon Group Wealth Management in Greenville, South Carolina.

By InvestmentNews
Mesirow adds $1.2B firm to wealth management offering
NEWS RIAS SEP 19, 2023
Mesirow adds $1.2B firm to wealth management offering

New addition is an employee-owned firm based in Chicago.

By Steve Randall
LPL adds $1.2 billion pair from Morgan Stanley
NEWS BROKER DEALERS SEP 18, 2023
LPL adds $1.2 billion pair from Morgan Stanley

The California-based father-son team cite LPL’s resources for serving high-net-worth clients.

By InvestmentNews
Commonwealth adds Avantax team overseeing $223M
NEWS BROKER DEALERS SEP 18, 2023
Commonwealth adds Avantax team overseeing $223M

Waukesha, Wisconsin-based R&R Wealth aims to reach $1 billion in assets in next four years.

By InvestmentNews
Former Cetera advisor rejoins team
NEWS BROKER DEALERS SEP 15, 2023
Former Cetera advisor rejoins team

Anne Crabbe was formerly with firm in 2021.

By Josh Welsh
Former Edward Jones office administrator returns to firm as financial advisor
NEWS WIREHOUSES SEP 14, 2023
Former Edward Jones office administrator returns to firm as financial advisor

The advisor will serve clients in Winchester, Virginia.

By Steve Randall
Jamie Hopkins to leave Carson Group
NEWS ADVISOR MOVES SEP 12, 2023
Jamie Hopkins to leave Carson Group

We'll miss his leadership and passion for profession, says RIA

By Josh Welsh
Father-son financial advisors launch Climer Wealth Management Group
NEWS BROKER DEALERS SEP 12, 2023
Father-son financial advisors launch Climer Wealth Management Group

Michael and Wes Climer join Linsco by LPL Financial from Wells Fargo.

By Josh Welsh
Kingsview expands with $260M former Wells Fargo duo
NEWS ADVISOR MOVES SEP 11, 2023
Kingsview expands with $260M former Wells Fargo duo

The firm's new office is in Roseville, Minnesota.

By Steve Randall
LPL welcomes $205M team to its employee advisor channel
NEWS BROKER DEALERS SEP 08, 2023
LPL welcomes $205M team to its employee advisor channel

A new firm is born in Houston with Linsco by LPL Financial.

By Steve Randall
Osaic nabs veteran Wells Fargo group managing $600 million in Michigan
NEWS BROKER DEALERS SEP 07, 2023
Osaic nabs veteran Wells Fargo group managing $600 million in Michigan

Labor Day weekend is a traditional time for financial advisors to leave one firm and be recruited by another.

By Bruce Kelly
Team with $145M practice switches to Cetera Advisor Networks
NEWS BROKER DEALERS SEP 07, 2023
Team with $145M practice switches to Cetera Advisor Networks

North Carolina advisor team was previously affiliated with Securities America.

By Steve Randall
Lincoln team managing $800M moves to LPL Financial
NEWS BROKER DEALERS SEP 06, 2023
Lincoln team managing $800M moves to LPL Financial

Arizona-based Validus Financial Associates is led by Ryan Kidd and Aaron Montez.

By Josh Welsh
Raymond James adds $317M wealth advisory team
NEWS BROKER DEALERS SEP 06, 2023
Raymond James adds $317M wealth advisory team

The three financial advisors and four associates join the firm from Avantax.

By Steve Randall
$4.5B team from Bank of America Private Bank joins RIA
NEWS RIAS SEP 05, 2023
$4.5B team from Bank of America Private Bank joins RIA

The five-member team joining Fidelis Capital will operate from an office in Washington, D.C.

By InvestmentNews
LPL snatches $280m advisory team from Cetera
NEWS BROKER DEALERS AUG 31, 2023
LPL snatches $280m advisory team from Cetera

Legacy Wealth Advisors was looking for an easier place to do business and differentiated service, founder Kevin Loyd said.

By Ryan W. Neal