The advisory teams formerly with Lincoln Financial's wealth unit are uniting into a planning supergroup of more than 30 advisors.
Move from Raymond James follows consideration of several broker-dealers.
The advisor trio, a father and his two sons, are joining the firm’s employee advisor unit in Indiana after managing more than $290M.
The broker-dealer giant grows in North Carolina as the experienced planning team comes under its supported independence model.
It's the second expansion of the firm’s network announced in the last week.
The RIA’s latest expansion in is led by two veteran advisors with more than half a century of collective experience.
Another ultra-high-net-worth advisor from BNP Paribas/Bank of the West’s $3B Key Client Group has officially joined the Dynasty Network firm.
The tax-focused Cetera subsidiary’s latest add in Northern California comes after overseeing $60M at LPL.
The Atlanta-based team originally with Lincoln Financial provides planning with a focus on retirement strategies for mass-affluent clients.
The independent giant’s latest addition in Texas, a 20-year veteran breakaway advisor, reportedly managed $150M in client assets.
The elite five-advisor team with a focus on HNW clients and retirement planning is extending the IBD giant’s recruitment streak in Texas
The family-owned ensemble led by sibling advisors adds to the fast-growing RIA's footprint in Arizona.
The wealth giant’s latest hire comes with over a decade of experience developing key markets in the Western US.
The broker-dealer giant has extended its reach again in New Jersey as a trio of veteran advisors make their return.
The $11B RIA's latest hire from Valor Advisors comes with 18 years of experience, including tenures at JPMorgan and UBS.
The national RIA’s addition in Tampa, led by a 24-year industry veteran, pushes its AUM up to $3.7B.
The broker-dealer giant’s latest addition is breaking away from his private banking roots to join LPL’s HNW employee advisor division.
The latest addition to the independent wealth giant’s employee advisor unit comes after managing a reported $140M at his former firm.
The tuck-in transaction adds a breakaway advisor to one of the hybrid RIA’s partner firms, bringing it past the $200M AUM mark.
The advisor fintech provider’s latest update helps promote better financial behavior among clients with specific goal-setting functionality.
