Advisor Moves

Displaying 754 results
RBC lands two Morgan Stanley teams with a combined $1.45B in assets
NEWS ADVISOR MOVES OCT 30, 2024
RBC lands two Morgan Stanley teams with a combined $1.45B in assets

The firm has gained strength in the Northeast with its latest additions in Maryland and Connecticut.

Hybrid RIA network Kestra welcomes Wealth Empowerment Financial Strategies
NEWS BROKER DEALERS OCT 29, 2024
Hybrid RIA network Kestra welcomes Wealth Empowerment Financial Strategies

The $103B independent wealth platform's latest addition in Boca Raton, Florida comes after bolting from embattled firm B. Riley.

LPL lands $800M advisor group from Osaic
NEWS BROKER DEALERS OCT 24, 2024
LPL lands $800M advisor group from Osaic

The independent broker-dealer's newest affiliate team offers planning and wealth management services to executives, engineers and medical practitioners.

Raymond James bags $1B Merrill team
NEWS BROKER DEALERS OCT 23, 2024
Raymond James bags $1B Merrill team

The independent wealth giant's latest addition to its employee advisor channel extends its reach in New York's high-net-worth space.

Baird welcomes two wealth teams in Tennessee expansion
NEWS ADVISOR MOVES OCT 22, 2024
Baird welcomes two wealth teams in Tennessee expansion

The employee-owned firm's latest additions from B. Riley and J. Montgomery Scott add $580M in assets to its wealth division.

Raymond James nabs $470M Merrill team
NEWS BROKER DEALERS OCT 21, 2024
Raymond James nabs $470M Merrill team

The broker-dealer giant is extending its Midwestern presence as a veteran-led team joins its employee advisor channel.

Rockefeller snares UHNW team from Merrill
NEWS ADVISOR MOVES OCT 18, 2024
Rockefeller snares UHNW team from Merrill

The new 16-person group will enrich the firm's family office presence in Pennsylvania.

Citizens extends private wealth ambitions with $600M advisor team
NEWS ADVISOR MOVES OCT 17, 2024
Citizens extends private wealth ambitions with $600M advisor team

Led by two experienced advisors, the team brings more than 40 years' combined experience as they enrich the firm's profile in Florida's high-net-worth and UHNW market.

UBS swipes UHNW advisor from JPMorgan
NEWS WIREHOUSES OCT 17, 2024
UBS swipes UHNW advisor from JPMorgan

He joins the firm's private wealth division in South Florida as the newest addition to a $7.2B advisory team.

LPL lures $450M advisor group from Raymond James
NEWS BROKER DEALERS OCT 16, 2024
LPL lures $450M advisor group from Raymond James

The firm is extending its network in Florida as eight defecting advisors seek "long-term sustainability."

Raymond James extends Nevada presence with $1.1B powerhouse team
NEWS BROKER DEALERS OCT 16, 2024
Raymond James extends Nevada presence with $1.1B powerhouse team

The firm is enhancing its employee advisor channel as a quartet of experienced professionals from RBC join its Las Vegas branch.

Cetera adds "rising star" advisor in Arkansas
NEWS BROKER DEALERS OCT 16, 2024
Cetera adds "rising star" advisor in Arkansas

The broker-dealer giant's latest addition in the South is making a move to independence by launching his own firm.

$4B RIA Journey grows further with double addition
NEWS RIAS OCT 15, 2024
$4B RIA Journey grows further with double addition

The firm is extending its growth ambitions with a new location in Colorado while welcoming a $750M Schwab advisor.

Another ex-Edelman advisor joins Baird in Virginia
NEWS RIAS OCT 10, 2024
Another ex-Edelman advisor joins Baird in Virginia

The employee-owned hybrid firm's latest hire in Fairfax reportedly managed $285M at his previous firm.

Raymond James bags advisors from LPL, Edward Jones
NEWS BROKER DEALERS OCT 09, 2024
Raymond James bags advisors from LPL, Edward Jones

The firm's latest additions in Indiana and South Dakota, including a family-run advisory team, managed more than $500M combined at their previous firms.

$685M Merrill Lynch trio departs for LPL
NEWS BROKER DEALERS OCT 09, 2024
$685M Merrill Lynch trio departs for LPL

The three advisors joining the firm in Kansas are launching their own venture through its independent affiliate channel.

Baird extends Virginia presence with $510M Edelman pair
NEWS ADVISOR MOVES OCT 07, 2024
Baird extends Virginia presence with $510M Edelman pair

With nearly a half-century of experience, the hybrid RIA's latest hires are joining its newest office in Richmond.

LPL welcomes back $340M boomerang advisor from Raymond James
NEWS BROKER DEALERS OCT 07, 2024
LPL welcomes back $340M boomerang advisor from Raymond James

The broker-dealer titan is extending its reach in New Jersey with an advisor duo operating a proud family practice.

UBS scores $400M veteran advisor from Merrill
NEWS WIREHOUSES OCT 04, 2024
UBS scores $400M veteran advisor from Merrill

The wirehouse's latest addition in Manchester, New Hampshire arrives with more than two decades of industry experience.

LPL bags $2.1B superteam from Raymond James
NEWS BROKER DEALERS OCT 03, 2024
LPL bags $2.1B superteam from Raymond James

With a team of nine advisors, the nearly 30-year-old practice expands LPL's footprint with two additional locations in Texas.