Top Financial Advisors Join Leading Wealth Firms: Wells Fargo, LPL Financial, Raymond James, Janney, Ameriprise

Several major wealth firms have announced the addition of experienced advisors managing over $750 million in combined assets. The advisors have joined Wells Fargo Advisors Financial Network, LPL Financial, Raymond James, Janney, and Ameriprise, citing reasons such as non-proprietary investment products and enhanced tools for their decisions. The advisors bring a combined 60 years of industry experience and manage nearly $879 million in client assets.

Several prominent wealth management firms have recently announced the addition of experienced advisors managing a combined total of over $750 million in assets. The advisors, who bring a collective 60 years of industry experience, have joined firms such as Wells Fargo Advisors Financial Network, LPL Financial, Raymond James, Janney, and Ameriprise. Their decision to switch firms was driven by the availability of non-proprietary investment products and enhanced tools for client service [2].

One notable example is Zarra Wealth Management, which joined LPL Financial. Zarra Wealth Management serves approximately $270 million in advisory, brokerage, and retirement plan assets and consists of three certified financial planners (CFPs) with 48 years of combined experience. The team, led by Christopher Zarra, prides itself on providing personalized, family-oriented financial guidance [2].

LPL Financial, which supports over 29,000 financial advisors and manages approximately $1.9 trillion in assets, offers a wide range of tools and services that align with the advisors' client-first focus. The firm provides a variety of business models, investment solutions, and fintech tools to help advisors grow their practices [2].

This trend of experienced advisors joining major wealth management firms underscores the importance of providing advisors with the necessary tools and flexibility to serve their clients effectively. As the financial industry continues to evolve, firms that can offer these advantages are likely to attract top talent and retain clients.

References:
[1] https://www.marketscreener.com/news/old-republic-international-corporation-announces-an-equity-buyback-for-750-million-worth-of-its-sha-ce7c51dddb80f025
[2] https://www.globenewswire.com/news-release/2025/08/19/3135724/29579/en/LPL-Financial-Welcomes-Zarra-Wealth-Management.html