Advisor moves: LPL, Raymond James, Ascentis add advisors managing more than $900M

2026-02-27 19:03:51

Abstract generation in progress

LPL Financial, Raymond James, and Ascentis Wealth Management have collectively added advisors managing over $900 million in client assets, continuing a strong trend of advisor movement in 2026. LPL welcomed Jason Mochi with $275 million from Morgan Stanley, while Raymond James Financial Services added the Touchpoint Financial Advisor Group with $682 million from Commonwealth Financial Network. Ascentis Wealth Management also expanded by bringing in Ascentis Family Wealth, led by Kevin Gray, which is expected to manage $250 million.

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