Kestra Financial Adds $550M Texas-Based Ecclesiastes Wealth Partners
September 29, 2026
LPL Adds $1B Northwestern Mutual Duo, $385M Wells Fargo Team
September 24, 2026
$12B Composition Wealth Adds General Counsel/CCO, Head of Advisers
September 22, 2026
Callodine Rebrands Manning & Napier Distribution Arm, Adds Four VPs
September 10, 2026
LPL Financial Adds Two Adviser Teams Managing a Combined $625M AUM
September 9, 2026
NewEdge Grows Florida Footprint With $3B Wealth Manager Team
September 2, 2026
Savant Wealth Management Adds $542M Firm, Expanding New York Footprint
September 1, 2026
LPL Adds $1.6B Conte Wealth Advisors From Cambridge
August 25, 2026
LPL’s Adviser Recruiting Rebounds as Q2 Net Income Jumps 39%
August 5, 2026
Concorde Adds $110 Million Texas RIA Grace Capital
August 3, 2026
$1.76B Wells Fargo Advisors Team Joins Carson Group
July 29, 2026