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LPL

In network coverage since September 27, 2026 · 16+ stories

-1Talent net · 12 months1 in · 2 out

Observed recruiting events · 12 monthsOn the wire →

Net -1 · 1 incoming events · 2 outgoing events

Arrivals

Cornerstone Advisors

Sep 22 · from Northwestern Mutual

Departures

Dirigo Wealth Management

Oct 7 · to Raymond James Financial Services

Noblewood Wealth Advisors

Oct 13 · to &Partners

Network coverage

Moves

RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh

Raymond Nepa and Jennifer Susco lead the five-person group, which joins RBC's Pittsburgh North branch and reports to Great Lakes complex director Frank Albanese.

Features · Oct 20Phil Scott and Jim Atwood launch $18.6B RIA Latigo Peak as BofA downgrades Ameriprise

Moves · Oct 15Ox Road Capital crossed $1B in 225 days after leaving UBS with no client data

Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal

Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs

Moves · Oct 8Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice

Moves · Oct 7Osaic, Cetera and Raymond James add books from Equitable, Commonwealth and LPL

practice · Oct 6Altruist prices Hazel planning agent at $3,600 per advisor annually

Moves · Oct 6LPL lands $1.1 billion Georgia team from Wells Fargo's FiNet

the_wrap · Oct 5Cetera re-flags Avantax team to Cetera Planning Partners

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year

exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

Data · Sep 27LPL's $13.5 billion August net new assets rest on a modeled advisory mix