Sterling Wealth Group is based in Melville, New York and was formerly affiliated with MML Investors Services.
Since September, MAI has been owned by Galway Insurance Holdings, a New York-based financial services distribution company.
Brett Moore will work in the firm’s Beverly Hills, California, office.
Wescott Financial Advisory Group will swell to $3.5 billion under management with the addition of Asset Planning Services, which specializes in working with execs from Merck & Co.
A duo from LPL and two Wells Fargo reps are affiliating with the firm’s independent unit.
Humanity Wealth Advisors sets up shop in California’s Bay Area.
A group of advisers based in Miami are moving to the Raymond James unit.
Brian Nydegger’s Point 32 Investment Partners sets up shop in Westhampton, New York.
The four-adviser team, HPK Provident Advisors, is based in Bridgeville, Pennsylvania, and Sarasota, Florida.
The Clauss & Ellison Group, a three-person team from Merrill Lynch, is joining the firm’s employee adviser channel.
The latest deal by the New York-based RIA aggregator follows a trend of firms wrapping up deals before year-end.
The four-adviser HBGW Group is moving to Baird’s office in Greenville, South Carolina.
The addition of Bingham Osborn & Scarborough will push the New York-based aggregator to nearly $40 billion in total RIA assets.
Clearview Wealth Partners is led by managing partners and co-founders Bill Roland and Jim Westermeyer. The team is aligned with The Financial Services Network, an existing LPL large enterprise.
Financial adviser Christopher Andreach returned to the regional bank after just a two-month stint at UBS Group.
Kestra Financial added advisers with $2.3 billion in assets under management during the third quarter, while Cetera Financial Group recruited advisers with $2.4 billion in assets.
Advisers at First Citizens Investment Center at Iowa-based First Citizens Bank were previously affiliated with Cetera.
New York’s Kuttin Wealth has attracted a large team from 1879 Advisors and another adviser from Cadaret Grant.
Winget Benton Wealth Management is comprised of advisers Al Winget, Rob Benton and Andrew Robson. The advisers are moving to LPL's recently launched employee adviser channel.
The eight-member Atlantic Group has offices in Palm Beach, Florida, and Bethesda, Maryland.
