Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
other

Raymond James Financial Services

In network coverage since October 8, 2026 · 16+ stories
-1Talent net · 12 months5 in · 6 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 5 incoming events · 6 outgoing events
Arrivals
Lazorik Financial Management
Aug 28 · from Wells Fargo
Dirigo Wealth Management
Oct 7 · from LPL
Aaron Martin
Oct 8 · from Edward Jones
Singer Maxey Wealth Management
Oct 12 · from Merrill Lynch
GFS Advisory
Oct 14 · from Commonwealth Financial Network
Departures
Winstone Wealth Partners
Sep 21 · to Concurrent Investment Advisors
Jon Burnett
Sep 24 · to LPL Financial
Capital Waypoint
Oct 8 · to Ascentis Independent Advisors, LLC
IMPACT Financial Strategies
Oct 8 · to Ascentis Independent Advisors, LLC
Citrus Wealth Management
Oct 8 · to Ascentis Independent Advisors, LLC
Rooted Wealth Management
Oct 8 · to Ascentis Independent Advisors, LLC
Network coverage
Features

Raymond James names Scott Curtis COO effective Oct. 26

David Sisemore takes Raymond James Financial Services on an interim basis, and Kirk Bell leads the independent contractor division effective April 2026.
Data · Oct 22Advisor moves outnumber announced wealth deals in 30 days; LPL is busiest
Data · Oct 21LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
Data · Oct 20Kestra, Retirement Planning Group and Raymond James Financial Services trail LPL in 30-day advisor events
Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group
Data · Oct 17LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71
Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion
Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count
Moves · Oct 14LPL adds $1B Seattle team from Northwestern Mutual; Raymond James recruits $350M Georgia practice
Data · Oct 14UBS logs 91 events in past 30 days; LPL second with 83
Recruiting & transitions · Oct 13Eight Raymond James brokers register $1.4B RIA, keep custody at firm
Data · Oct 12Advisor moves outnumber breakaways 38 to 1 over the past 30 days
Recruiting & transitions · Oct 8Four Raymond James practices move more than $1B to Ascentis, keep Raymond James custody
Moves · Oct 8Ascentis adds four Raymond James practices with about $1.06B in client assets
Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody
Moves · Oct 8Ascentis adds four practices with $1B in client assets
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.