October 23, 2020
By Jake Martin
Sanctuary Wealth has added former Ameriprise Financial advisor Travis Grieb and his new firm, Centeras Private Wealth, to its partner network. Grieb, who spent the last 14 years with Ameriprise, will launch his new business in Portsmouth, New Hampshire.
Centeras Private Wealth, with about $150m in assets under management, is Sanctuary’s 41st partner firm and its first in New Hampshire. The network currently has $12bn in assets under advisement.
UBS is increasing its recruiting efforts, offering top advisors deals of up to 550% of annual revenue while targeting experienced private bankers.
Advisors at some of the largest firms in the country are leaving, and not in a trickle. In 2024 alone, more than 9,600 experienced advisors changed firms, according to industry data from Diamond Consultants.
June 12, 2026Louis Diamond QuotedBy Andrew Cohen Median compensation for financial planners reached $195,000 in 2025, marking a 15% year-over-year
