Advisor Moves

Displaying 734 results
Raymond James lands $360M team from LPL
NEWS BROKER DEALERS SEP 13, 2024
Raymond James lands $360M team from LPL

The latest hires catering to business owners and family offices are joining its independent employee division, Raymond James Advisor Select, in Mississipi.

Merrill bags $2.2B advisor duo from Morgan Stanley
NEWS WIREHOUSES SEP 12, 2024
Merrill bags $2.2B advisor duo from Morgan Stanley

The two elite advisors, including a 30-year industry veteran, extend the firm's reach in Illinois and North Carolina.

Cetera OSJ Wilde Wealth welcomes $400M advisor from UBS
NEWS BROKER DEALERS SEP 12, 2024
Cetera OSJ Wilde Wealth welcomes $400M advisor from UBS

The veteran with nearly three decades of experience will lead the Arizona-based firm's newly established family office division.

LPL lands $650M private wealth team from Ameriprise
NEWS BROKER DEALERS SEP 11, 2024
LPL lands $650M private wealth team from Ameriprise

The five-advisor group based in Santa Rosa, California operates a full-service ensemble practice with tax, retirement, estate planning, and other high-net-worth services.

Savvy extends recruitment push with two experienced advisors
NEWS RIAS SEP 10, 2024
Savvy extends recruitment push with two experienced advisors

The AI-powered RIA's newest additions in California and Illinois include an $800M advisor from TIAA and a two-decade veteran from Corebridge.

LPL expands HNW employee advisor division in New York with $700M BofA duo
NEWS BROKER DEALERS SEP 10, 2024
LPL expands HNW employee advisor division in New York with $700M BofA duo

The Long Island-based team joining LPL Private Wealth bring over 40 years of collective experience catering to a diverse clientele, with a focus on the Brooklyn area.

LPL expands in North Dakota with Cetera advisor duo
NEWS BROKER DEALERS SEP 09, 2024
LPL expands in North Dakota with Cetera advisor duo

The broker-dealer's latest addition, an outdoors-focused planning practice, previously managed $225M in advisory, brokerage, and retirement plan assets.

Edward Jones adds experienced advisor in Minnesota
NEWS ADVISOR MOVES SEP 06, 2024
Edward Jones adds experienced advisor in Minnesota

The firm's latest addition comes from Sweet Financial Partners, where she managed more than $107M in client assets.

GCG Advisory Partners lands breakaway pair from Wells Fargo
NEWS RIAS SEP 06, 2024
GCG Advisory Partners lands breakaway pair from Wells Fargo

The North Carolina-based planning firm's newest additions, including a 21-year industry veteran, previously managed more than $150M in assets.

Baird boosts Virginia presence with Edelman alum
NEWS BROKER DEALERS SEP 05, 2024
Baird boosts Virginia presence with Edelman alum

With nearly 25 years of experience, the employee-owned firm's latest hire in Fairfax reportedly managed over $293M in assets.

Cetera expands in Texas with veteran husband-wife duo
NEWS RIAS SEP 04, 2024
Cetera expands in Texas with veteran husband-wife duo

Leading a seven-person team, the advisor couple with 60 years of combined experience provide comprehensive planning for roughly 500 clients in Houston.

RBC grows mid-Atlantic footprint with double-team addition from Wells Fargo
NEWS BROKER DEALERS AUG 30, 2024
RBC grows mid-Atlantic footprint with double-team addition from Wells Fargo

RBC Wealth Management’s latest hires in Pennsylvania and Virginia reportedly managed $801M in client assets combined.

$300M Northwestern Mutual team decamps to RayJay
NEWS BROKER DEALERS AUG 29, 2024
$300M Northwestern Mutual team decamps to RayJay

The group led by a trio of advisors is joining the firm’s independent advisor channel in Colorado.

Raymond James expands in Texas with corporate RIA model reveal
NEWS BROKER DEALERS AUG 28, 2024
Raymond James expands in Texas with corporate RIA model reveal

The IBD’s newest advisor addition arrives via a new offering to its national network of community financial institutions.

Baird nabs $206M advisor from RBC
NEWS ADVISOR MOVES AUG 26, 2024
Baird nabs $206M advisor from RBC

The employee-owned firm is building on its 50-year presence in Minnesota with its latest veteran addition.

RBC Wealth Management adds $438M veteran from Merrill
NEWS ADVISOR MOVES AUG 23, 2024
RBC Wealth Management adds $438M veteran from Merrill

The former wirehouse advisor brings 26 years of experience to the firm’s Boulder, Colorado branch.

Sanctuary welcomes $400M breakaway group from Merrill
NEWS ADVISOR MOVES AUG 23, 2024
Sanctuary welcomes $400M breakaway group from Merrill

Its network of entrepreneurial ex-wirehouse advisors continues to grow with the four-person team in North Carolina.

Raymond James recruits seasoned advisor in New Jersey
NEWS BROKER DEALERS AUG 23, 2024
Raymond James recruits seasoned advisor in New Jersey

The $140M advisor from Benjamin F. Edwards joins Raymond James Financial Services with around two decades of experience.

RBC Wealth Management expands in Ohio with $693M team from Morgan Stanley
NEWS ADVISOR MOVES AUG 22, 2024
RBC Wealth Management expands in Ohio with $693M team from Morgan Stanley

The wealth firm’s newest branch in Cincinnati is operated by a multi-generational team that includes a 29-year veteran advisor.

Raymond James continues RJA recruitment streak with Morgan Stanley tandem
NEWS ADVISOR MOVES AUG 22, 2024
Raymond James continues RJA recruitment streak with Morgan Stanley tandem

The two advisors who reportedly managed over $360M extend the broker-dealer giant’s reach in Florida and Colorado.