The newly launched independent firm, previously managing $750 million at Wells Fargo, extends Dynasty’s reach in the East.
With more than six decades of collective industry experience, the advisor duo are coming over from Securities America, a unit of Osaic.
The national RIA adds a two-advisor wealth planning practice, led by a five-decade industry veteran, that oversees more than $100M in AUM.
The regional broker-dealer’s latest addition in northeast Florida extends its 2024 recruiting streak, which has so far brought in over $2B in assets.
The national RIA is getting its first Naples, Florida location with a women-led planning practice headed by a 40-year industry veteran.
The wealth management giant’s latest advisor additions include a nearly three-decade veteran of the industry.
The brokerage giant extends its reach in Massachusetts with a group that includes a father-son advisor duo.
The broker-dealer supercharges its network in the east with a roughly 100 advisor team formerly from Lincoln.
The breakaway pair are joining the brokerage giant’s HNW-focused employee advisor arm in Oklahoma.
The pair in Orange County, California managed $225M in advisory, brokerage, and retirement plan assets at their former firm.
Previously managing $250M, the firm’s new addition in the West Coast has a nearly four-decade record that includes Merrill Lynch and Wells Fargo.
With over a century of collective experience, the veteran-led team is joining the broker-dealer’s employee advisor arm in Florida.
Offering a host of planning services, the 14-person team from Commonwealth includes a husband-and-wife advisor tandem.
The wealth giant’s latest addition in the Lone Star State reportedly managed $215M for affluent individuals, business owners, and executives.
The RIA is bolstering its partnership model as it helps the breakaway team, led by a 25-year veteran, launch their own high-net-worth firm.
Collectively, the two veteran advisor groups in Maryland are bringing around $900M in client assets to RBC’s wealth advisory business.
The firm expands its private wealth presence in Philadelphia, Pennsylvania with a veteran trio of high-net-worth advisors from Raymond James.
The advisor, who reportedly managed $450M in client assets at UBS, is joining the Western division in California.
The former wirehouse advisor is tapping into LPL’s platform after managing $280M in retirement and other assets at his former firm.
The monster hire, historic in the scale of assets involved, helps America’s largest bank push deeper into the coveted ultra-high-net-worth arena.
