Advisor Teams Move Between Wealth Management Firms: LPL Financial and Osaic Trade Teams
ByAinvest
Wednesday, Feb 4, 2026 6:07 am ET1min read
LPLA--
Two advisor teams have made significant moves in the wealth management industry. Tim and Mitch Meyers have left LPL Financial to launch Meyers Wealth Management Group, an independent advisory firm with $285 million in client assets. Meanwhile, Wealth Innovations has joined LPL Financial from Osaic, bringing $200 million in assets. The moves reflect the ongoing momentum in advisor recruiting between major wealth management firms.
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