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Raymond James nets Wells duo managing $328 million
The father-son adviser team operate as Thannisch Wealth Management of Raymond James in Austin, Texas.
FiNet adviser managing $192 million switches to LPL
Chris Albright’s Astra Wealth Advisors makes the move in Clarks Green, Pennsylvania.
UBS nabs $1 billion Morgan Stanley trio
The three-adviser, five-person team, Narragansett Bay Group, makes the switch in Providence, Rhode Island.
$600 million Wells Fargo team moves to RBC
The four advisers, who make the switch in Fargo, North Dakota, provide high-net-worth families and businesses with wealth planning strategies.
Mega Merrill team managing $4.5 billion goes RIA
Ash Chopra launches Syon Capital and most of the 10 professionals joining him in the move were team members at Merrill.
Merrill duo managing $350 million moves to UBS
Howard Woo, Luke Schell make the wirehouse switch in Irvine, California, and operate as Sequoia Partners.
Baird team managing $2.9 billion jumps to Raymond James
The eight-adviser group, which operates as The Wise Investor Group of Raymond James in Reston, Virginia, joins the firm's employee channel.
Four Raymond James reps managing $375 million go indie with LPL
The managing partners of The Albany Group, which is based in Decatur, Alabama, use LPL's services for breakaway brokers.
Edward Jones adviser managing $331 million opts for Ameriprise
Cate Grinney forms all-female indie firm in Fairbault, Minnesota, and affiliates with the independent channel of Ameriprise.
Billion-dollar Merrill team bolts
Trio of advisers launch Beverly Hills Private Wealth as an independent registered investment adviser and selects Goldman as custodian.
Morgan Stanley advisers managing $1.4 billion move to UBS
Two soloists and a team make the switch in Northern California.
Billion-dollar Merrill team joins Raymond James
Four-adviser group in Novi, Michigan, moves to the firm’s employee channel and will now operate as Stone Manor Wealth Advisors of Raymond James.
Team managing $300 million moves from Cambridge to LPL
Florham Park, New Jersey-based Bodnar Financial Advisors develops financial strategies for major life events including marriage, kids, death, divorce and retirement.
CIBC adviser managing $400 million joins Stratos
Kenneth Gimbel specializes in developing specifically tailored asset management programs for large and complex trusts and investment relationships.
UBS nabs Merrill advisers managing $1.3 billion
Three make the switch in New York City and two will be based in Paramus, New Jersey.
10 advisers managing $2.85 billion join UBS from Merrill
The advisers, who work with high- and ultra-high-net-worth families and institutions, join the firm in Washington, D.C.
RBC adds $1 billion group from J.P. Morgan
The Nolan Group, a father-son team, will join RBC’s New York City office.
Women-led $340 million team pivots to LPL from Ameriprise
Rubino Skedsvold Moran & Associates, which is based in Portland, Oregon, will use the firm’s RIA and custodial platforms.
B. Riley nabs Alex. Brown adviser managing $325 million
Jay Murphy joins wealth management office in Boston financial district as a senior managing director of investments.
Duo managing $298 million at Wintrust shift to Baird
Scott Park and Aimee Morrin join firm’s Oak Brook, Illinois, office.
