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Raymond James

In network coverage since October 16, 2026 · 16+ stories

5Deals on our tracker

-3Talent net · 12 months2 in · 5 out

Observed recruiting events · 12 monthsOn the wire →

Net -3 · 2 incoming events · 5 outgoing events

Julie Sabransky, Abby Stancik

Aug 13 · team liftout

Pearsall Wealth Management of Raymond James

Aug 20 · advisor move

Lazorik Financial Management

Aug 28 · breakaway

Arrivals

Todd Harris

Sep 24 · from Commonwealth Financial Network

Greenwood Wealth Partners

Sep 24 · from D.M. Kelly & Company

Departures

Dunn Team

Aug 27 · to TSG Wealth Management

Northstar Financial Advisors

Sep 11 · to LPL Financial

Dan Fowler

Sep 28 · to LPL Financial

The Edward Fitzpatrick Group

Oct 16 · to Janney Montgomery Scott

Mark Southwell

Oct 16 · to Wells Fargo Advisors

Deal recordFull tracker →

Sep 28, 26Fund launch — coverage

Sep 27, 26Fund launch — coverage

Sep 21, 26Deal announcedClark Capital Management Group — coverage

Sep 15, 26Fund launch — coverage

Aug 25, 26Deal announcedClark Capital Management Group · $46B — coverage

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.

M&A · Oct 20LPL and broker-dealer rivals push deeper into RIA M&A as third-quarter volume falls 17%

exit · Oct 20DeVoe: RIA deal volume down 17% as broker-dealers enter M&A

The Close · Oct 20Mercer completes Aspen direct indexing rollout across more than 43,000 accounts

practice · Oct 20Mercer Global Advisors completes Aspen Investing rollout across 43,000 client accounts

RIA · Oct 20Mercer Global Advisors completes Aspen Investing rollout across more than 43,000 accounts

RIA · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing

portfolio · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing

portfolio · Oct 20AssetMark adds two private equity interval funds, taking shelf to six

move · Oct 20ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans

Moves · Oct 20ICG Next leaves LPL for Osaic with $2.3B and acquisition plans

move · Oct 19Janney opens Houston office with four Raymond James advisors managing nearly $3.5B

The Close · Oct 19Janney opens Houston office with $3.5B team as Rockefeller adds Naples group

The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team

Features · Oct 17Janney opens Houston with $3.3B Raymond James team; Ameriprise recruits three RBC teams

move · Oct 16Ameriprise adds three RBC teams with $1.2 billion; Wells Fargo adds $900 million