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Ascentis Independent Advisors

DALLAS, TX

CRD: 322879

In network coverage since October 8, 2026 · 10 stories

$2.1BRegulatory AUMSEC Form ADV · Oct 17

43EmployeesForm ADV

+4Talent net · 12 months4 in · 0 out

Regulatory AUM · Oct 10 – Oct 17

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.

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

Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count

Data · Oct 14UBS logs 91 events in past 30 days; LPL second with 83

Moves · Oct 12UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals

move · 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

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