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Private Wealth Daily
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Raymond James & Associates

In network coverage since August 17, 2026 · 16+ stories
+4Talent net · 12 months5 in · 1 out
Observed recruiting events · 12 monthsOn the wire →
Net +4 · 5 incoming events · 1 outgoing events
Arrivals
Julie Sabransky, Abby Stancik
Aug 13 · from Wells Fargo
Michael Rose
Aug 13 · from Stifel
Pearsall Wealth Management of Raymond James
Aug 20 · from UBS Financial Services
Michael Rogala
Sep 11 · from Merrill Lynch
The Compass Group of Raymond James
Oct 16 · from UBS Financial Services
Departures
The Edwards Fitzpatrick Group
Oct 16 · to Janney Montgomery Scott
Network coverage
Features

Janney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams

The Edward Fitzpatrick Group managed about $3.3 billion at Raymond James; one report puts the four advisors' client assets at nearly $3.5 billion.
Recruiting & transitions · Oct 16Ameriprise adds three RBC teams with $1.2 billion; Wells Fargo adds $900 million
Moves · Oct 16Ameriprise recruits three RBC teams with nearly $1.2B and Wells adds nearly $900M
Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
Features · Sep 26The next breakaway is a job offer
Moves · Sep 25Raymond James's employee arm is now the independence trade
Moves · Sep 21Concurrent's Raymond James alumni pipeline lands a fourth team
Recruiting & transitions · Sep 15Six Modern Wealth advisors left as it acquired $710 million in assets
The Wrap · Sep 14The day UBS, Merrill, Raymond James, and LPL swapped talent
Features · Sep 14The employee channel now trades books, not brokers
Moves · Sep 11Merrill's $1.2 billion Santa Fe hire buys credentials, not scale
Moves · Sep 2Three breakaways, $945 million, and the fight moves inside the channel
The Advisor's Note · Aug 21Schwab keeps the small accounts. Edward Jones buys in.
Moves · Aug 21LPL and Raymond James land $590M in advisor moves
Moves · Aug 20Raymond James lands $400M UBS veteran in Glens Falls
Moves · Aug 17UBS pulls three Morgan Stanley teams in one week
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