Washington Wealth Management, the hybrid RIA that recently left LPL for a less prominent independent broker-dealer in a bid to snag more wirehouse advisors, has added two breakaways to its alliance. 

The two, with combined client assets of $200 million, bring the San Diego-based RIA’s total number of breakaways to seven for the year, says Washington Wealth’s CEO, Rob Bartenstein.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access