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The firm has a particular focus on female clients and empowering women to better control their finances.

The firm has its origins as a family office founded by John D. Rockefeller in 1882.

Several of the firm’s new hires are industry veterans with more than 30 years of industry experience.

Richard Fuld's Matrix Private Capital Group has both asset and wealth management operations.

The win follows a first-quarter report showing it grew its ranks 3.4% over the prior year.

The regional BD has approximately 1,800 advisors.

The advisors are the latest in a string to jump from a wirehouse to a regional BD.

The pickup adds to the platform service provider’s hot streak.

Advisors from rivals Merrill and Wells Fargo will join the firm. “Our recruiting pipeline is robust," an executive says.

The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.

Lisa Dolly will give way to COO Jim Crowley later this year, parent firm BNY Mellon says.

The RIA practice with $575 million in AUM joined four teams of similar size who have signed on in the past year.

Two factors are prompting an upsurge in career changes.

The list includes the biggest wirehouse breakaway team in the past five years.

Fewer than half of advisors are happy at their current workplaces.

Evolution Financial Advisors has grown to 86 advisors with $2.6 billion in client assets under Securities America.

The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.

The advisors are the newest additions to the firm’s expanding brokerage ranks.

The switch is the latest in a series of billion-dollar moves so far this year.

The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.