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Carson Group adds $200 million firm
Diamond Wealth Advisors, which is based in Carlisle, Pennsylvania, has joined Carson Partners.
Billion-dollar Wells Fargo private bank trio opts for J.P. Morgan
Team switches banks in New York City; another trio who oversaw more than $1 billion in client assets joins from Wealthspire.
Wells Fargo duo managing $205 million goes indie with LPL
Encore Capital Management, based in Glendale, California, affiliated with LPL Financial through the Financial Services Network, an OSJ on the LPL platform.
Group overseeing $800 million switches to SagePoint from Lincoln
IronBridge Wealth Counsel, which has eight advisers, has offices in seven cities across the country.
Janney duo managing $375 million moves to Alex. Brown
The father-and-son team of Bill and W. Grove Stewart will operate as Stewart Wealth Advisory Group in Annapolis, Maryland.
UBS duo managing $220 million moves to Raymond James
Mother-and-son team in Jacksonville, Florida, will operate as Taras Wealth Management of Raymond James.
Rep managing $464 million at Morgan Stanley joins Raymond James
Kevin Cooper heads Cooper Family Office Consulting of Raymond James in Boca Raton, Florida.
Cetera adds teams managing almost $400 million
Sonnenfeld Financial Group is based in Minnesota and Lincoln Capital Inc. in San Diego.
Merrill team managing $409 million joins Raymond James
The three advisers, based in Spokane, Washington, will operate as Panorama Wealth Management of Raymond James.
Oppenheimer rep managing $180 million joins Linsco
Randall Pickett joins LPL’s employee channel. The Pickett Group of LPL Financial will be the second team to join the Linsco office in Dallas.
Recruiting has gotten off to a sluggish start this year
The pace of industry recruiting has remained lower since the onset of the pandemic and the work-from-home policies and travel restrictions that followed.
Cetera adds $300 million team from Mass Mutual
Skafco, based in Dublin, Ohio, is led by Rod Skaf and Wayne Niles.
Rep managing $510 million goes indie with LPL
Peter Carmack exits Wells Fargo and sets up shop as Carmack Capital Management in Lees Summit, Missouri.
Duo managing $380 million at Wells Fargo Advisors joins Commonwealth
Dana Pollard and Justin Mishacoff of Woodbury, Minnesota-based Lumitas Wealth Strategies join the firm’s network of independent advisers.
Raymond James adds $376 million Merrill adviser
Michael Anania formed The Anania Group of Raymond James in Dublin, Ohio, along with two staff members.
Raymond James adds $580 million Wells Fargo team
The four advisers will operate as Heberle Helm Ferguson Group in Monroeville, Pennsylvania.
UBS team managing $850 million goes indie with Sanctuary
Four-adviser group sets up shop as Questar Capital in Paramus, New Jersey.
Snowden Lane Partners hires trio managing $350 million
Andrew Randak, Nicole Boutmy de Katzmann and Kristian Sedeño, formerly of Fieldpoint Private Advisors, have formed The Mile Creek Global Group.
Texas rep managing $265 million joins LPL from B. Riley
Michael Gavett is moving to Linsco, the employee unit of LPL, in Dallas.
Raymond James adds team that managed $340 million at Merrill
The four advisers will operate as Resolute Private Wealth in Forest, Virginia.
