Raymond James

Published WirehouseHUB stories filed under Raymond James.

• Harold 'Red' Le Sage Jr., Jeanette Mattiza & Madison Maggard Launch Le Sage Mattiza Maggard Wealth Management at Raymond James

  Raymond James is winning breakaway talent by offering the employee-channel structure wirehouses provide plus the brand flexibility and client-service autonomy that wirehouses can't match — a combination worth evaluating before your next contract renewal.

• Adam Pearsall Exits UBS After 26 Years, Takes $400M Practice to Raymond James in Upstate New York

  Raymond James is systematically stripping UBS of mid-market Northeast talent. If you're a $300M–$700M UBS producer in a regional market, expect a Raymond James recruiter call—and start thinking about what your answer will be. Adam Pearsall team, left UBS, joined Raymond James, Upstate New York, $400M

• Raymond James Lands in Multi-Firm Recruiting Blitz as Industry Tallies $8B+ in Team Movement

  If you're fielding calls from recruiters right now, you're not alone — this cycle is unusually active, and the packages being floated for $1B+ producers are at multi-year highs. Know your number before you pick up the phone. $1.6B

• Raymond James Reports Strongest Advisor Recruiting Pipeline in Decades as Ameriprise Sweetens Offers

  Raymond James says it is seeing the most robust incoming advisor pipeline in company history, while Ameriprise Financial has quietly raised its upfront recruiting packages — signs that regional broker-dealers are emerging as the big winners in the current wave of wirehouse advisor movement. Recruiting Pipeline, left Merrill, Decades

• Raymond James Lands $890 Million UBS Team in Charlotte as Departures Continue

  A four-person UBS team managing $890M in Charlotte has joined Raymond James, adding to the ongoing advisor exodus from the Swiss bank. left UBS, joined Raymond James, Charlotte, $890M

• Raymond James Recruiting Chief Exits Amid Strategic Shift Toward Independence

  The departure signals a broader realignment as the firm doubles down on its hybrid RIA platform. left Raymond James

• Raymond James Swoops In on Merrill Lynch's Thrush-Thrift Group in Maryland

  Raymond James's partial raid of Merrill Lynch's Thrush-Thrift Group illustrates how team splits are becoming more common as advisors within large groups disagree on firm direction. Thrush-Thrift Group, left Merrill, joined Raymond James, Maryland, $1B

• Raymond James Adds $682 Million Touchpoint Financial Team From Commonwealth

  Raymond James recruited the six-person Touchpoint Financial team from Commonwealth, managing $682M in assets. Touchpoint Financial, left Commonwealth, joined Raymond James, $682M

• Raymond James Lands $5 Million Revenue Team From RBC in Colorado

  Raymond James's recruitment of a $5 million revenue team from RBC demonstrates the firm's ability to compete for top-tier talent against both wirehouses and independent platforms. left RBC, joined Raymond James, Colorado

• RBC Wealth Management Recruits $705 Million Morgan Stanley Team in Fargo

  RBC continues to punch above its weight in U.S. recruiting, landing a specialized Morgan Stanley team that underscores the firm's appeal to advisors with niche practices. left Morgan Stanley, joined RBC, Fargo, $705M