Summary: Osaic, Raymond James, and LPL Financial added nearly $1 billion in client assets, expanding Empowered Independence with Pointes North Wealth Management ($500M); Raymond James gained Jeffrey and Madison Gore (~$225M); LPL welcomed Courtney Walker (~$180M).Abstract: The article reports near-billion-dollar asset inflows from three firms driven by strategic advisor recruitments, highlighting growth in independent channels and reinforced client portfolios at Osaic, Raymond James, and LPL Financial.

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2026-04-22 01:08:51

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Osaic, Raymond James, and LPL Financial have successfully recruited new advisors, collectively adding nearly $1 billion in client assets. Osaic expanded its Empowered Independence channel by adding Pointes North Wealth Management, overseeing $500 million. Raymond James welcomed Jeffrey and Madison Gore with over $225 million in client assets, while LPL Financial brought back Courtney Walker, who manages approximately $180 million.

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Advisor moves: Osaic, Raymond James and LPL add advisor recruits

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