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Ascentis Independent Advisors
DALLAS, TX
CRD: 322879
In network coverage since October 8, 2026 · 7 stories
$2.1BRegulatory AUMSEC Form ADV · Oct 24
43EmployeesForm ADV
+4Talent net · 12 months4 in · 0 out
Regulatory AUM · Oct 10 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +4 · 4 incoming events · 0 outgoing events
Arrivals
Capital Waypoint
Oct 8 · from Raymond James Financial Services
IMPACT Financial Strategies
Oct 8 · from Raymond James Financial Services
Citrus Wealth Management
Oct 8 · from Raymond James Financial Services
Rooted Wealth Management
Oct 8 · from Raymond James Financial Services
Departures
None tracked.
Network coverage
Data
LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
UBS placed second with 83 events, and U.S. Bank and PNC Private Bank each lost a team of at least $2 billion to LPL.