Displaying 166 results
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.
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.
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.
Raymond James welcomes $200M Wells Fargo advisor
The independent wealth giant’s newest addition is joining its employee advisor arm in Michigan.
Raymond James bags nearly $1B in assets with ex-Truist team
Joining the financial institutions division, the group of advisors and branch professionals strengthens the wealth giant’s presence in Florida.
Raymond James unveils new CFO in C-suite shakeup
The broker-dealer giant has revealed new details of leadership changes as part of its long-term succession strategy.
Raymond James snags $435M Merrill Lynch team
The brokerage giant extends its reach in Massachusetts with a group that includes a father-son advisor duo.
Raymond James welcomes $900M team from Wells Fargo
With over a century of collective experience, the veteran-led team is joining the broker-dealer’s employee advisor arm in Florida.
William Blair scores $1.2B multigenerational team
The firm expands its private wealth presence in Philadelphia, Pennsylvania with a veteran trio of high-net-worth advisors from Raymond James.
Raymond James strengthens San Diego bench with UBS hire
The advisor, who reportedly managed $450M in client assets at UBS, is joining the Western division in California.
Concurrent bolsters Arizona presence with new independent practice
With a complex merger deal culminating in a $500M book of assets, the hybrid RIA welcomes three ex-Raymond James advisors.
Raymond James boosts Northeast presence with $800M team
The five-advisor group based in Massachusetts has joined the firm’s independent advisor unit after being affiliated with Commonwealth.
Raymond James welcomes advisor couple in Oklahoma
The broker-dealer giant has onboarded a husband-wife tandem who previously managed $200M at Edward Jones.
Raymond James notches wins in the Sun Belt with advisor additions
Together, the ex-Merrill Lynch advisor in Florida and the Wells Fargo alum in New Mexico reported managing $250M in assets.
Raymond James adds Indiana pair with $170M
The broker-dealer giant is expanding its independent advisor division with two advisors from PNC Investments.
Raymond James welcomes ex-Morgan Stanley advisor
The California-based advisor caters to clients in the tech and biotechnology spaces.
Ex-Raymond James advisor makes comeback at LPL
The three-decade veteran in Texas is returning to the broker-dealer giant’s network as he looks to solidify his succession planning.
Raymond James adds advisor from Wells Fargo
South Florida-based advisor had been overseeing $105 million in client assets at Wells.
Raymond James broadens California footprint with ex-Stifel advisor
The brokerage firm’s employee advisor arm deepens its bench with a three-decade veteran of the industry.
Raymond James scores big with $1.1B Arizona practice
The team, including a father-son duo, is joining the broker-dealer’s employee advisor arm from RBC.
