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RayJay amplifies Las Vegas presence with wirehouse superteam
The ensemble joins the broker-dealer giant’s employee advisor channel after managing more than $1B at Morgan Stanley.
LPL lands father-daughter advisor pair from Morgan Stanley
The independent wealth giant adds the two breakaway advisors, who managed roughly $290M at the wirehouse, in Washington DC.
LPL adds former baseball pro to Momentum Wealth bench
The pitcher-turned-wealth manager is part of a $380M advisor team in Delaware that’s joining LPL from PNC Investments.
Raymond James adds veteran advisor in Central Florida
With more than 25 years’ experience, the newest addition to the broker-dealer’s employee advisor channel managed north of $250M at Ameriprise.
NewEdge Advisors swipes $540M team from Carson
The New Orleans-based RIA has welcomed a 20-year-old independent wealth planning practice in Michigan.
RBC lands $915M team from Truist
With more than six decades of experience combined, the multigenerational team expands the wealth giant’s profile in Virginia.
Multigenerational Merrill Lynch trio joins LPL in California
A four-decade veteran advisor and his two sons are launching their own practice after managing $250M at the wirehouse.
Raymond James welcomes ex-Wells Fargo advisor in New Mexico
The wealth giant’s newest breakaway addition in the Sun Belt state reportedly managed $115M at the wirehouse.
Veteran advisor duo skips from Stifel to LPL
The two advisors, who reported managing $300M in assets, are launching their own independent practice based in Illinois.
Equitable Advisors welcomes $326M advisor pair from Truist
Based in Virginia, the veteran advisors each bring over 20 years of experience as they join the wealth management giant.
Summit Trail goes national with $3B high-end team
The team, formerly with BNP Paribas/Bank of the West, includes 10 seasoned professionals from across the US.
Summit scores $1.9B advisor from Merrill Lynch
Focused on the sports and entertainment industry, the veteran advisor in California has pushed the RIA’s new assets past the $5B mark.
Raymond James extends reach in Alaska with breakaway advisors
The two advisors are joining from Morgan Stanley and Merrill Lynch, where they collectively managed more than $500M.
LPL expands in Michigan with ex-Ameriprise advisors
The team, which reported managing $265M in assets at the broker-dealer, is the latest addition to LPL’s employee advisor network.
LPL nabs $265M advisor from Edward Jones
The broker-dealer giant is expanding its presence in New Mexico as it helps launch an independent multigenerational practice.
Avantax welcomes ex-Ameriprise advisor in “full circle” moment
With a reported $120M in client assets, the latest breakaway to join the tax-focused Cetera subsidiary brings with her two decades of experience.
Wealth Enhancement Group swipes $658M team from Raymond James
The independent RIA marks the firm’s sixth deal for 2024, and its first incursion into the state of Michigan.
Stratos strengthens Ohio presence with family-owned firm
Led by a veteran with more than three decades of experience, the multigenerational team manages $120M for clients in Cleveland and beyond.
Sanctuary Wealth partner firm SLK adds multigenerational Wells Fargo pair
The breakaway duo, managing more than $300M in assets, are joining the employee-owned independent in California.
RBC enhances Northeast presence with $855M JPMorgan team
The high-net-worth group is coming over to join RBC Wealth Management’s advisory complex in New Jersey.
