The firm’s latest additions, led by a veteran with more than three decades’ experience, come during a pivotal transition for its broader organization.
The independent broker-dealer welcomes six new advisors who reported a total of nearly $600M in assets under administration between them.
The veteran-founded firm officially launches its “Bridge Builder to Independence” model with the arrival of a former $275 million wirehouse advisor.
The employee-owned wealth firm’s latest addition previously managed north of $185M at the wirehouse.
The two advisors, including a 26-year industry veteran, are joining the broker-dealer as their practice undergoes a values-based refresh.
New hire will strengthen holistic wealth management and family office framework.
Goldman Sachs' former RIA advisors among new hires for tech-centric firm.
The firm’s family office division has expanded its presence in the East Coast as it welcomes a veteran ultra-high-net-worth advisor in Boston.
The ensemble joins the broker-dealer giant’s employee advisor channel after managing more than $1B at Morgan Stanley.
The independent wealth giant adds the two breakaway advisors, who managed roughly $290M at the wirehouse, in Washington DC.
The practice works with investors at some big-name organizations.
With 24 years of experience, including a lengthy stay at Goldman Sachs, the seasoned veteran is joining the fast-growing independent in Florida.
The pitcher-turned-wealth manager is part of a $380M advisor team in Delaware that’s joining LPL from PNC Investments.
Dallas-based team of four attracted by RIA's portfolio management credentials.
New York-based firm offers services for high-net-worth investors.
With more than 25 years’ experience, the newest addition to the broker-dealer’s employee advisor channel managed north of $250M at Ameriprise.
The New Orleans-based RIA has welcomed a 20-year-old independent wealth planning practice in Michigan.
With more than six decades of experience combined, the multigenerational team expands the wealth giant’s profile in Virginia.
A four-decade veteran advisor and his two sons are launching their own practice after managing $250M at the wirehouse.
The wealth giant’s newest breakaway addition in the Sun Belt state reportedly managed $115M at the wirehouse.
