RJF · News · 20260806N
Advisor Recruitment Expansion
RAYMOND JAMES FINANCIAL INC · 2026-08-06 · Importance 34 · Surprise 42 · In source text
Raymond James added The Carlson Group, a four-advisor team formerly at Baird, managing approximately $1.1 billion in client assets in Cranberry Township, Pennsylvania. Its independent channel also gained teams from LPL Financial and Ameriprise, including a group managing more than $540 million and Seven Arrows Wealth with approximately $250 million in assets. These moves expand Raymond James’s advisor platform and reinforce its strategy of attracting teams through financial-planning capabilities, integrated technology, and client support.
Key facts
- A team of three advisors, formerly with Ameriprise Financial Services and managing $250 million in client assets, has joined Raymond James' independent advisor channel, operating as Seven Arrows Wealth in Parsippany, New Jersey. source
- Raymond James Financial Services gained John Chaulklin and Brian Clayton from LPL Financial, a team managing over $540 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | A team of three advisors, formerly with Ameriprise Financial Services and managing $250 million in client assets, has joined Raymond… |
| revenue | positive | committed | — | Raymond James Financial Services gained John Chaulklin and Brian Clayton from LPL Financial, a team managing over $540 million. |