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Raymond James Financial Services

In network coverage since October 7, 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

Oct 8 · from Edward Jones

Singer Maxey Wealth Management

Oct 12 · from Merrill Lynch

Oct 14 · from Commonwealth Financial Network

Departures

Winstone Wealth Partners

Sep 21 · to Concurrent Investment Advisors

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

Data

Advisor moves outnumber announced wealth deals in 30 days; LPL is busiest

Daily Network tracking recorded 732 deal announcements and 642 completed deals in the same period.

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

move · 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

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

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

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