If advisors who have less than a certain ownership threshold are free to leave an acquired firm, it could give buyers pause.
David Dobrusin is both a CPA and a certified financial planner.
The nine-member group, which will do business as Fountain Financial Group, had been affiliated with First Horizon Advisors.
Yackel will be joining Janney as executive vice president after co-founding estate planning platform Trucendent.
Dallas-based Matt Irwin has 24 years of experience, all with Amerprise and a predecessor firm.
The additions bring 2022 total recruitment to 21 advisers who supervise more than $943 million in assets.
Garth Allan, who joins the firm in Newport Beach, California, delivers personalized investment planning and comprehensive wealth management advice.
Accounting-oriented Strategic Planning Group is based in Fishers, Indiana.
Kansas-based Strategic Partners is affiliating with LPL through National Financial Alliance.
Howard Kaplan is affiliating through indie Riegel Financial in Ohio.
Menninger & Associates Financial Planning, based in Norristown, Pennsylvania, will use the firm’s broker-dealer, RIA and custodial platforms.
David B. Whitacre joins the firm in Chicago after a decade with the wirehouse.
Financial House, a six-adviser group based in Centreville, Delaware, was established more than 30 years ago and is now in its second generation of owners.
The team will open North Carolina offices in Winston-Salem and Greensboro.
Thayer Potter founded Twin River Wealth Management, based on Selingsgrove, Pennsylvania, in 2017.
The two advisers are based in the firm’s Bala Cynwyd, Pennsylvania, office
The five-adviser Ryan Financial Group has offices in Hibbing and White Bear Lake.
Nandi Gunning joins a trio of advisers managing $2.5 billion in San Francisco.
Jim Martin left $4 billion worth of client assets behind when he formed Nordwand Capital, but he says it was all part of the plan.
A team of four advisers in suburban New York is making the switch.
