Advisor Moves

Displaying 790 results
LPL expands Ohio footprint as advisor team departs Osaic
NEWS BROKER DEALERS NOV 20, 2024
LPL expands Ohio footprint as advisor team departs Osaic

The latest team to join the broker-dealer giant's network in the Midwest previously managed $350 million.

By Leo Almazora
Fifth Third expands further in North Carolina with $1.8B Truist team
NEWS RIAS NOV 18, 2024
Fifth Third expands further in North Carolina with $1.8B Truist team

The firm's newest advisor additions in the Southeast come with 55 years of collective experience in the industry.

By Leo Almazora
Raymond James nabs more Edward Jones advisors in Washington
NEWS BROKER DEALERS NOV 14, 2024
Raymond James nabs more Edward Jones advisors in Washington

The wealth management giant has bolstered its independent advisor arm again with the latest additions in the Pacific Northwest.

By Leo Almazora
Wedbush taps B. Riley alum as Northeast market manager
NEWS BROKER DEALERS NOV 13, 2024
Wedbush taps B. Riley alum as Northeast market manager

The firm's newly appointed regional leader, part of its latest addition in Philadelphia, will spearhead its expansion in the East Coast.

By Leo Almazora
RBC lures $330M advisor from Kestra
NEWS WIREHOUSES NOV 13, 2024
RBC lures $330M advisor from Kestra

The Canadian bank-owned wealth giant is strengthening its presence in Virginia as it welcomes the 23-year veteran to its network.

By Leo Almazora
Steward Partners builds Georgia-Florida hybrid team with former First Republic advisors
NEWS RIAS NOV 13, 2024
Steward Partners builds Georgia-Florida hybrid team with former First Republic advisors

The $38 billion RIA giant has formed a multigenerational planning team managing $377 million, with a new location in Palm Beach Gardens.

By Leo Almazora
LPL swipes $540M advisor duo from US bank
NEWS BROKER DEALERS NOV 13, 2024
LPL swipes $540M advisor duo from US bank

The broker-dealer giant's latest breakaway additions in San Diego, California are joining an existing team while opening a new office location.

By Leo Almazora
NEWS BROKER DEALERS NOV 12, 2024
Commonwealth scoops up $550M advisor team in New York

The independent broker-dealer's latest partner firm, formerly with Cadaret Grant and its acquirer LPL, expects substantial benefits as it streamlines its operations.

By Leo Almazora
LPL Financial welcomes $410M 'next gen' advisor duo from Osaic
NEWS ADVISOR MOVES NOV 12, 2024
LPL Financial welcomes $410M 'next gen' advisor duo from Osaic

The pair hopes to encourage other younger advisors to switch firms.

By Steve Randall
Fifth Third Wealth Advisors expands with $2B advisor team
NEWS RIAS NOV 07, 2024
Fifth Third Wealth Advisors expands with $2B advisor team

The bank-supported independent RIA is widening its reach with a Merrill Lynch alum and a new office in North Carolina.

By Leo Almazora
Raymond James strengthens Eastern US network with Edward Jones advisors
NEWS BROKER DEALERS NOV 06, 2024
Raymond James strengthens Eastern US network with Edward Jones advisors

The broker-dealer giant's latest additions in Florida, North Carolina and Georgia are starting anew at RayJay's independent advisor channel.

By Leo Almazora
Dynasty Financial firm Cyndeo Partners makes milestone hire in Florida
NEWS RIAS NOV 05, 2024
Dynasty Financial firm Cyndeo Partners makes milestone hire in Florida

The RIA with $2.4 billion in assets is boosting its Central Florida strategy with the seasoned ultra-high-net-worth planning expert from Bison Wealth

By Leo Almazora
LPL nabs advisor teams from Canter Wealth, Cambridge
NEWS BROKER DEALERS NOV 05, 2024
LPL nabs advisor teams from Canter Wealth, Cambridge

The broker-dealer giant's latest additions to strengthening its Colorado and California.

By Leo Almazora
$1.6B Bison Wealth expands to New York with BNY Mellon alum
NEWS ADVISOR MOVES NOV 04, 2024
$1.6B Bison Wealth expands to New York with BNY Mellon alum

With 25 years of experience, the Pegula-backed RIA's HNW hire arrives after managing more than $450 million personally at his previous firm.

By Leo Almazora
Janney adds $1.1B with ex-Kestra, LPL, and RayJay teams
NEWS BROKER DEALERS NOV 01, 2024
Janney adds $1.1B with ex-Kestra, LPL, and RayJay teams

The BD giant's latest eight-advisor recruitment burst gives it additional footholds in Ohio and Florida.

By Leo Almazora
Diversify deepens advisor network with two October additions
NEWS BROKER DEALERS NOV 01, 2024
Diversify deepens advisor network with two October additions

The $8.5B broker-dealer collective has added $215M to its network by welcoming two teams from Baird and B. Riley.

By Leo Almazora
RBC lands two Morgan Stanley teams with a combined $1.45B in assets
NEWS ADVISOR MOVES OCT 30, 2024
RBC lands two Morgan Stanley teams with a combined $1.45B in assets

The firm has gained strength in the Northeast with its latest additions in Maryland and Connecticut.

By Leo Almazora
Hybrid RIA network Kestra welcomes Wealth Empowerment Financial Strategies
NEWS BROKER DEALERS OCT 29, 2024
Hybrid RIA network Kestra welcomes Wealth Empowerment Financial Strategies

The $103B independent wealth platform's latest addition in Boca Raton, Florida comes after bolting from embattled firm B. Riley.

By Leo Almazora
LPL lands $800M advisor group from Osaic
NEWS BROKER DEALERS OCT 24, 2024
LPL lands $800M advisor group from Osaic

The independent broker-dealer's newest affiliate team offers planning and wealth management services to executives, engineers and medical practitioners.

By Leo Almazora
Raymond James bags $1B Merrill team
NEWS BROKER DEALERS OCT 23, 2024
Raymond James bags $1B Merrill team

The independent wealth giant's latest addition to its employee advisor channel extends its reach in New York's high-net-worth space.

By Leo Almazora