Old Town Advisors in Albuquerque, New Mexico, is affiliating through OSJ Concurrent Advisors.
Father-son team operates as Anderson Wealth Management Group in Lake Oswego, Oregon.
Financial adviser moves are up 3.8% year over year through the first five months of the year but down when compared to their most recent high in 2019.
Jennifer Marcontell had been with Edward Jones for 22 years in Baytown, Texas.
Jon Burnett, Daniel Fowler and Chad Carlile have joined the firm’s independent adviser channel.
Smaller B-Ds and independent RIAs give advisers a platform for more strategic growth as well as a more attentive and supportive environment.
The team in Lake Charles, Louisiana,, now known as Woods Brignac Wealth Management of Raymond James, moves to the firm’s employee channel.
Mikail Qazi and Timothy Martin are joining UBS Private Wealth Management in Washington, D.C.
“Skip” Parker and Harriet Parker, who operate as Four Corners Private Wealth, will open an office in Greenwich, Connecticut.
Adam Hutchinson, Robert Gibbs affiliate through River Edge Wealth Partners, an OSJ on the LPL platform.
Hawkins Wealth Management, which will do business as the Hawkins Team at Wealth Enhancement Group, has offices in Iowa and Florida.
Aligne Wealth Advisors Investment Management is headquartered in Century City, California.
Yaakov Ringler and Yonatan Marom will lead the Israel Group of Raymond James in New York.
The three advisers are setting up shop as Harvest Wealth in the Maryland suburbs of Washington.
Four advisers in Columbia, South Carolina, form Vision Wealth Advisors.
The four advisers are setting up shop as SkyPath Private Wealth in Summit, New Jersey.
Team switches banks in New York City; another trio who oversaw more than $1 billion in client assets joins from Wealthspire.
Encore Capital Management, based in Glendale, California, affiliated with LPL Financial through the Financial Services Network, an OSJ on the LPL platform.
The wealth management space needs to move beyond traditional models and put advisers at the center of a firm's mission and purpose.
IronBridge Wealth Counsel, which has eight advisers, has offices in seven cities across the country.
