custodian
Raymond James & Associates
In PWD coverage since August 14, 2026 · 8 stories
+6Talent net · 12 months8 in · 2 out
Talent flow · 12 monthsOn the wire →
Net +6 · 8 arrivals · 2 departures
Adam E. Pearsall
Aug 20 · advisor move
Abby Stancik
Aug 12 · advisor move
Michael Rose
Aug 12 · advisor move
Arrivals
Adam E. Pearsall
Aug 20 · from UBS Financial Services
Greg Bruce
Aug 14 · from Charles Schwab
Michelle Sovcik
Aug 14 · from Hightower
Michael Rose
Aug 14 · from Stifel
Elyn Davis
Aug 14 · from Charles Schwab
Unnamed advisor
Aug 14 · from Wells Fargo
PWD coverage
advisor_note
Schwab keeps the small accounts. Edward Jones buys in.
Independent advisors have until 2027 to build their own route to small accounts. Schwab and Edward Jones are already taking theirs.