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custodian

Raymond James & Associates

In PWD coverage since August 14, 2026 · 15 stories

+4Talent net · 12 months4 in · 0 out

Observed recruiting events · 12 monthsOn the wire →

Net +4 · 4 incoming events · 0 outgoing events

Arrivals

Julie Sabransky, Abby Stancik

Aug 13 · from Wells Fargo

Aug 13 · from Stifel

Pearsall Wealth Management of Raymond James

Aug 20 · from UBS Financial Services

Sep 11 · from Merrill Lynch

Departures

None tracked.

PWD coverage

Moves

SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

The Bedford, N.H. team's Sept. 23 re-registration accounted for about 55 percent of the $14.58 billion in advisor moves recorded that week.

Features · Sep 26The next breakaway is a job offer

Moves · Sep 25Raymond James's employee arm is now the independence trade

Moves · Sep 21Concurrent's Raymond James alumni pipeline lands a fourth team

move · Sep 15Six Modern Wealth advisors left as it acquired $710 million in assets

Features · Sep 14The employee channel now trades books, not brokers

Moves · Sep 11Merrill's $1.2 billion Santa Fe hire buys credentials, not scale

advisor_note · Aug 21Schwab keeps the small accounts. Edward Jones buys in.

Moves · Aug 21LPL and Raymond James land $590M in advisor moves

Moves · Aug 20Raymond James lands $400M UBS veteran in Glens Falls

Moves · Aug 17UBS pulls three Morgan Stanley teams in one week

Data · Aug 17Raymond James presses a two-front talent war, from advisors to custody

Data · Aug 1659 moves, one new office

RIA · Aug 14Veteran Duo Managing $316M Leaves Stifel for Raymond James

RIA · Aug 14LPL lands $350M veteran duo from Corebridge