March 11, 2024
Raymond James has recruited experienced financial advisor Andrew Spearman from SageView Advisory Group. Spearman has joined the employee advisor channel based in Grosse Pointe, Michigan. Andrew has...
March 08, 2024
LPL Financial has acquired advisors Brice Lowe and Bradley Moser from Stifel Financial, who managed approximately $150 million in assets. The duo will operate under the name Aero Capital and align...
March 08, 2024
Osaic has attracted a four-member advisory team from LPL Financial, which previously managed $240 million in assets. Through the transition, Carolina-based Sturkie Wealth Management has been...
March 07, 2024
A group of advisors, including Jake Bryant, have left Ameriprise Financial Services to start their own independent firm, Adapt Wealth Advisors. The new firm aims to serve high net worth individuals,...
March 07, 2024
Osaic has acquired Cornerstone Advisors, an advisory practice with approximately $360 million in client assets. The team was previously managed under Cetera Financial Group. The practice is based in...
March 06, 2024
Beacon Pointe Advisors has acquired Keeney Financial Group, a Maryland-based registered investment advisor firm with $560 million in assets. This marks its first acquisition of the year. John Keeney,...
March 06, 2024
Mercer Global Advisors has acquired Seattle-based MDK Private Wealth Management, which oversees more than $2.5 billion in assets. The firm was founded in 2020 by Paul Meyer, Jaimi Dennehy, and Chris...
March 05, 2024
Raymond James has recruited an advisor team from UBS. The team, Coastal Oak Wealth Advisors, led by James "Buck" Williams. Coastal Oak is based in Jacksonville, Florida and manages over $235 million...
