With a complex merger deal culminating in a $500M book of assets, the hybrid RIA welcomes three ex-Raymond James advisors.
The second-generation advisor and former hedge fund analyst reported managing $85 million in assets at the wirehouse.
The five-advisor group based in Massachusetts has joined the firm’s independent advisor unit after being affiliated with Commonwealth.
Fourth firm to join WEG this year takes its total AUM to near $83B.
Advising high-net-worth families and individuals, the two veterans are breaking away from the wirehouse giant to join the $2.5B independent.
The broker-dealer giant has onboarded a husband-wife tandem who previously managed $200M at Edward Jones.
The veteran advisor, whose resume includes time in Silicon Valley, brings a $275M book that includes lawyers, small business owners, and widows.
The independent RIA bolsters its community in the East Coast as it welcomes former Edward Jones advisor.
The breakaway advisor with 20 years of industry experience is launching his own practice for business owners and high-net-worth individuals.
The two breakaway advisors are launching their own independent practice after managing a book of $240M at Ameriprise.
"Recruiting is as strong as ever" at LPL, one analyst noted.
The broker-dealer behemoth’s recruitment drive continues unabated as it welcomes the pair who reported managing around $200M in assets.
The firm strengthens its team in California as it welcomes a new advisor with a background supporting ultra-high-net-worth clients.
The fee-only RIA’s newest advisors in California cater to high-net-worth individuals and athletes at the pro and college levels.
Ex-Baird advisor in North Carolina and Wells Fargo alum in Maryland together reported managing more than $600M.
The advisor joins the independent in California with 30 years of industry experience, including tenures at Goldman Sachs and UBS.
The broker-dealer giant is expanding its profile in Texas with a holistic planning firm working with multigenerational clients.
Together, the ex-Merrill Lynch advisor in Florida and the Wells Fargo alum in New Mexico reported managing $250M in assets.
The national wealth firm is snapping up a hybrid RIA from Raymond James, establishing its fourth foothold in Maryland.
The broker-dealer broadened its advisory footprint in North Carolina as industry veteran returns from Benjamin F. Edwards & Co.
