Diamond Consultants is proud to have helped guide this highly accomplished UBS team to the launch of independent firm Ox Road Capital in Greenville, SC,
Three multi-million-dollar, top-producing advisor teams left UBS in recent weeks, driven by similar themes of growth, flexibility, and long-term alignment. Their moves reflect how advisors
Two advisors managing a combined $325mm in client assets chose LPL Financial through OSJ partners, seeking the freedom of business ownership without building entirely alone.
The wealth management team led by Robert Procaccianti, Jared Tack, and Doug Bennet has joined Merrill in Providence, Rhode Island, bringing $800mm+ in client assets
A respected $1.2B UBS team has joined RBC Wealth Management in New Orleans. Guided by Diamond Consultants, the Heller Stieffel & Noto team chose RBC
After a decade at UBS, James Nichols joined NewEdge Wealth in Nashville, bringing more than $350mm in client assets. Guided by Diamond Consultants, he selected
After more than two decades at UBS, Jeff Cullman and Bruce Holt, CFP®, moved their $1.3B practice to Ascend Advisory Group through Wells Fargo FiNet,
After decades at UBS, a Fort Worth team managing $3.6B in client assets launched Cleros
Wealth Partners with minority backing from Elevation Point. Guided
Former Merrill advisor John Durham launched Valen Private Capital with Sanctuary Wealth after 21 years at the firm. Guided by Diamond Consultants, he pursued greater
A $2B Merrill team led by 43-year veteran Sid Jones joined Rockefeller in Ohio to establish The Jones Group, guided by Diamond Consultants.
