The mover is the wealth management division of one of the largest US credit unions.
Atria's financial advisors might be getting M&A 'whiplash,' one recruiter notes.
The advisors from Ameriprise are joining the broker-dealer's network with their own independent practice in Louisville.
New addition expands the RIA firm’s national footprint.
The firm is rebranding a pair of Stratos-affiliated practices to boost its presence on the East Coast
The firm is adding $500M to its enterprise with multigenerational teams from Wells Fargo and Merrill Lynch.
The firm's latest recruit was previously with Prosperity.
The hybrid RIA expects its $1 billion haul of new client assets in the first quarter will set it up for a repeat of its robust 2023.
Experienced leaders will help $30B AUM network expand.
Boutique wealth manager has onboarded three teams so far in 2024.
The brokerage firm’s employee advisor arm deepens its bench with a three-decade veteran of the industry.
The IBD is bolstering its presence in North Carolina with the launch of a new independent high-net-worth practice.
Four advisors start their new venture in Indianapolis.
An Ohio-headquartered RIA's newest partner is joining from Edelman Financial Engines.
The firm adds a $700 million breakaway practice in North Carolina.
The IBD is expanding its presence in Florida with a planning and wealth management practice focused on LGBTQ+ clients.
It's the second new team to join the firm in the past month.
The team, including a father-son duo, is joining the broker-dealer’s employee advisor arm from RBC.
The RIA adds a multigenerational advisor practice to its network in its first foray into northern Nevada.
The industry veteran with two decades of experience will reinforce the brokerage firm's presence in Tennessee.
