Advisor Moves

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BofA bags veteran $7B superteam from Citi in Florida
NEWS WIREHOUSES NOV 22, 2024
BofA bags veteran $7B superteam from Citi in Florida

The newest additions to Bank of America Private Bank bring more than half a century of cumulative experience, including previous roles at JPMorgan.

Janney adds $710M with advisor hires, unveils new Chicago branch office
NEWS BROKER DEALERS NOV 22, 2024
Janney adds $710M with advisor hires, unveils new Chicago branch office

The firm has welcomed additions from UBS, Baird, and other firms while establishing a new base for its Midwestern expansion.

Cetera welcomes $300M investment advisor rep as five advisors depart
NEWS RIAS NOV 21, 2024
Cetera welcomes $300M investment advisor rep as five advisors depart

The broker-dealer's latest addition, a 24-year veteran based in Missouri, is leveraging the firm's RIA Blueprint platform.

Steward Partners lands $850M team from Ameriprise
NEWS RIAS NOV 21, 2024
Steward Partners lands $850M team from Ameriprise

The top-ranked RIA's latest addition to its Legacy Division extends its New Jersey footprint with a new office in Riverdale.

LPL expands Ohio footprint as advisor team departs Osaic
NEWS BROKER DEALERS NOV 20, 2024
LPL expands Ohio footprint as advisor team departs Osaic

The latest team to join the broker-dealer giant's network in the Midwest previously managed $350 million.

Fifth Third expands further in North Carolina with $1.8B Truist team
NEWS RIAS NOV 18, 2024
Fifth Third expands further in North Carolina with $1.8B Truist team

The firm's newest advisor additions in the Southeast come with 55 years of collective experience in the industry.

Raymond James nabs more Edward Jones advisors in Washington
NEWS BROKER DEALERS NOV 14, 2024
Raymond James nabs more Edward Jones advisors in Washington

The wealth management giant has bolstered its independent advisor arm again with the latest additions in the Pacific Northwest.

Wedbush taps B. Riley alum as Northeast market manager
NEWS BROKER DEALERS NOV 13, 2024
Wedbush taps B. Riley alum as Northeast market manager

The firm's newly appointed regional leader, part of its latest addition in Philadelphia, will spearhead its expansion in the East Coast.

RBC lures $330M advisor from Kestra
NEWS WIREHOUSES NOV 13, 2024
RBC lures $330M advisor from Kestra

The Canadian bank-owned wealth giant is strengthening its presence in Virginia as it welcomes the 23-year veteran to its network.

Steward Partners builds Georgia-Florida hybrid team with former First Republic advisors
NEWS RIAS NOV 13, 2024
Steward Partners builds Georgia-Florida hybrid team with former First Republic advisors

The $38 billion RIA giant has formed a multigenerational planning team managing $377 million, with a new location in Palm Beach Gardens.

LPL swipes $540M advisor duo from US bank
NEWS BROKER DEALERS NOV 13, 2024
LPL swipes $540M advisor duo from US bank

The broker-dealer giant's latest breakaway additions in San Diego, California are joining an existing team while opening a new office location.

NEWS BROKER DEALERS NOV 12, 2024
Commonwealth scoops up $550M advisor team in New York

The independent broker-dealer's latest partner firm, formerly with Cadaret Grant and its acquirer LPL, expects substantial benefits as it streamlines its operations.

LPL Financial welcomes $410M 'next gen' advisor duo from Osaic
NEWS ADVISOR MOVES NOV 12, 2024
LPL Financial welcomes $410M 'next gen' advisor duo from Osaic

The pair hopes to encourage other younger advisors to switch firms.

Fifth Third Wealth Advisors expands with $2B advisor team
NEWS RIAS NOV 07, 2024
Fifth Third Wealth Advisors expands with $2B advisor team

The bank-supported independent RIA is widening its reach with a Merrill Lynch alum and a new office in North Carolina.

Raymond James strengthens Eastern US network with Edward Jones advisors
NEWS BROKER DEALERS NOV 06, 2024
Raymond James strengthens Eastern US network with Edward Jones advisors

The broker-dealer giant's latest additions in Florida, North Carolina and Georgia are starting anew at RayJay's independent advisor channel.

Dynasty Financial firm Cyndeo Partners makes milestone hire in Florida
NEWS RIAS NOV 05, 2024
Dynasty Financial firm Cyndeo Partners makes milestone hire in Florida

The RIA with $2.4 billion in assets is boosting its Central Florida strategy with the seasoned ultra-high-net-worth planning expert from Bison Wealth

LPL nabs advisor teams from Canter Wealth, Cambridge
NEWS BROKER DEALERS NOV 05, 2024
LPL nabs advisor teams from Canter Wealth, Cambridge

The broker-dealer giant's latest additions to strengthening its Colorado and California.

$1.6B Bison Wealth expands to New York with BNY Mellon alum
NEWS ADVISOR MOVES NOV 04, 2024
$1.6B Bison Wealth expands to New York with BNY Mellon alum

With 25 years of experience, the Pegula-backed RIA's HNW hire arrives after managing more than $450 million personally at his previous firm.

Janney adds $1.1B with ex-Kestra, LPL, and RayJay teams
NEWS BROKER DEALERS NOV 01, 2024
Janney adds $1.1B with ex-Kestra, LPL, and RayJay teams

The BD giant's latest eight-advisor recruitment burst gives it additional footholds in Ohio and Florida.

Diversify deepens advisor network with two October additions
NEWS BROKER DEALERS NOV 01, 2024
Diversify deepens advisor network with two October additions

The $8.5B broker-dealer collective has added $215M to its network by welcoming two teams from Baird and B. Riley.