Justin C. Waterman, Sarah N. Silverio and Alexander Shapses were producing $25 million in annual revenue on around $6 billion in client assets, said one source familiar with the move. All three registered with NewEdge on Friday in New York.

Source: RIA Wars: Summit Trail Advisors Managing $6-Bln Decamp for NewEdge Wealth – AdvisorHub

The team includes David’s son, Cole Andreadis, as well as Richard A. Haskin and Danielle Suzanne Tersaga and support staffers Steven Hrones, Susan Harrison and Daniel Corr. They are part of Merrill’s Greater Washington, D.C. market led by Frank Castellanos, according to the announcement.

Source: Two UBS Teams With $1.2 Billion Combined Depart for Merrill Lynch, Ameriprise  – AdvisorHub

San Diego-based EverMark Investment Partners includes advisors Matthew F. Sweeney, John T. Folsom and Tanner J. Carter and previously oversaw around $425 million in client assets at RBC. Folsom and Sweeney partnered at Merrill Lynch in 1996 and moved to RBC in 2019. Carter started his career at RBC that same year and joined the EverMark team.

Source: LPL Notches 50th ‘Strategic Wealth’ Hire With $425-Mln RBC Team – AdvisorHub

TPG Wealth Management, which managed $450 million, is led by Paul A. Corbeil, James S. Yurak and Gregory C. Box and includes client associates Amy McDonald and Matt Leamon, according to the source. The team is opening a new Raymond James office in Hudson and reports to Philip Haigis, complex manager for offices in Cleveland and Columbus, Ohio.

Source: Raymond James Snags $3-Million UBS Team in Ohio – AdvisorHub

A 12-person UBS Wealth Management USA team overseeing around $2 billion in client assets across offices in Florida, Ohio and South Carolina has left to join independent broker-dealer and advisory firm Sanctuary Wealth.

Source: Sanctuary Snags Florida-Based UBS Team Managing $2 Billion – AdvisorHub

The MainStreet Wealth Management Group, which produced $6.5 million in annual revenue, is led by UBS lifers John Carolyn, Andrew McGee and Mark Lopez, according to a source familiar with the move and an announcement.

Source: Stifel Nabs $6.5-Million UBS Team in Houston – AdvisorHub

Stifel Financial Corp. has added 36 advisors managing $4 billion in client assets as it closed its deal for B. Riley Financial’s employee brokerage business, according to an announcement on Monday evening.

Source: Stifel Adds $4 Billion in Assets Through B. Riley Deal – AdvisorHub