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          • 2021 PredictionsFrom the Publisher: Sirianni’s Predictions for 2021
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Deals and Comp

Research deals, compensation and payouts for wirehouses, RIA’s, independent and regional firms.

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Deals Facets

Stratos Wealth Partners
AXA Advisors
Cambridge Investments
Edward Jones
Focus Financial
Hightower
IHT Wealth Management
J.P. Morgan Securities
Merrill Lynch
Morgan Stanley
Oppenheimer
Raymond James & Associates
Raymond James Financial Services
RBC
RW Baird
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UBS
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Wells Fargo Advisors – Private Client Group
Wells Fargo Finet

AdvisorHub makes every effort to update this information but cannot guarantee its accuracy. Advisors are encouraged to do their own due diligence when applying to a firm. Please use the form on the corresponding firm pages for any inquiries.

3x Equity Deals and Compensation

3xequity 2020 Survey

ADVISOR MOVES

  • RBC, Stifel Add Merrill Lifers in NY, NM

    RBC, Stifel Add Merrill Lifers in NY, NM

    Apr 22, 2021
  • UBS Nabs $11-Mln J.P. Morgan Private Bank Team in Florida, Another in Ohio

    UBS Nabs $11-Mln J.P. Morgan Private Bank Team in Florida, Another in Ohio

    Apr 21, 2021
  • UBS Lands $14-Mln Team from Wells Private Bank in Miami

    UBS Lands $14-Mln Team from Wells Private Bank in Miami

    Apr 20, 2021

FIRM SPOTLIGHT

  • Seven Questions with Tony Sirianni: Josh Rogers, Founder and CEO, Arete Wealth

    Seven Questions with Tony Sirianni: Josh Rogers, Founder and CEO, Arete Wealth

    Dec 15, 2020
  • Seven Questions with Tony Sirianni: Phil Hildebrandt, Principal, CEO of Segall Bryant & Hamill

    Seven Questions with Tony Sirianni: Phil Hildebrandt, Principal, CEO of Segall Bryant & Hamill

    Nov 3, 2020
  • Seven Questions with Tony Sirianni: LPL Financial’s Marc Cohen

    Seven Questions with Tony Sirianni: LPL Financial’s Marc Cohen

    Apr 23, 2020
  • Seven Questions with Tony Sirianni: Richard Frick of Gladstone Wealth Group

    Seven Questions with Tony Sirianni: Richard Frick of Gladstone Wealth Group

    Nov 21, 2019
  • Seven Questions with Tony Sirianni: BlackRock’s Elizabeth Koehler

    Seven Questions with Tony Sirianni: BlackRock’s Elizabeth Koehler

    Nov 11, 2019
  • Seven Questions with Tony Sirianni: Fidelity’s David Canter

    Seven Questions with Tony Sirianni: Fidelity’s David Canter

    Nov 4, 2019
  • Seven Questions with Tony Sirianni: Cetera Financial Group’s Richard Whitworth

    Seven Questions with Tony Sirianni: Cetera Financial Group’s Richard Whitworth

    Oct 29, 2019
  • Seven Questions with Tony Sirianni: Wedbush’s Chris Mone

    Seven Questions with Tony Sirianni: Wedbush’s Chris Mone

    Oct 22, 2019
  • Seven Questions with Tony Sirianni: Rogge Dunn Group’s Rogge Dunn

    Seven Questions with Tony Sirianni: Rogge Dunn Group’s Rogge Dunn

    Oct 3, 2019

Transition Resources

  • Look Before You Leap: Common Mistakes When Moving Firms

    Look Before You Leap: Common Mistakes When Moving Firms

    Nov 4, 2019
  • Was It Worth It? Advisors Reflect on Joys and Pains of Moving

    Was It Worth It? Advisors Reflect on Joys and Pains of Moving

    Oct 14, 2019
  • Good Move – The Legal Non-Protocol Exit

    Good Move – The Legal Non-Protocol Exit

    Oct 7, 2019
  • Bad Move – Being Part of a Raid

    Bad Move – Being Part of a Raid

    Sep 4, 2019
  • Broker Protocol – What You Can Bring and How to Format it for Success

    Broker Protocol – What You Can Bring and How to Format it for Success

    Mar 26, 2019
  • Finding True Independence

    Finding True Independence

    Mar 13, 2019
  • Chequers Financial Management & Schwab Advisor Services

    Chequers Financial Management & Schwab Advisor Services

    Jan 4, 2019
  • Five business models for the modern RIA

    Five business models for the modern RIA

    Dec 13, 2018
  • The RIA model has momentum for a reason

    The RIA model has momentum for a reason

    Nov 15, 2018
  • 5 Reasons Why You Should Move Your Practice to a Regional Broker-Dealer

    5 Reasons Why You Should Move Your Practice to a Regional Broker-Dealer

    Nov 7, 2018
  • Schwab’s Tim Oden at Advisor Hub’s Industry in Transition Summit

    Schwab’s Tim Oden at Advisor Hub’s Industry in Transition Summit

    Oct 31, 2018
  • 3 Advantages to Going Independent

    3 Advantages to Going Independent

    Oct 10, 2018
  • Blinded by the Light – Wells Fargo Offers Advisors ‘Too Good To Be True’ Deals

    Blinded by the Light – Wells Fargo Offers Advisors ‘Too Good To Be True’ Deals

    Oct 10, 2018
  • What FAs Can Learn From LeBron

    What FAs Can Learn From LeBron

    Sep 5, 2018
  • Our story of independence: Concentus Wealth Advisors

    Our story of independence: Concentus Wealth Advisors

    Sep 1, 2018
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