LPL Adds $650M Private Wealth Quintet from Ameriprise
LPL Financial LLC has added a five-person advisory team that managed approximately $650 million at Ameriprise Financial to its broker-dealer, RIA and custodial platforms.
Santa Rosa, CA-based Apex Private Wealth Advisors consists of financial advisors Brett Howard, Marco Rivera, Brooks Crissey, Henry “Hank” DesJardins and Ryan Mason.
Founded in 2017 by Howard and DesJardins, Apex has since expanded into a full-service ensemble practice specializing in tax, retirement and estate planning, wealth preservation, charitable giving, insurance and responsible investing. The team largely serves high-net-worth individuals, families and businesses.
“We’re a very close-knit group of friends who operate as a family, working together to help clients face their financial futures with confidence,” Howard said. “We’ve cultivated many meaningful relationships with clients by offering multigenerational wealth planning, white glove services and high-touch experiences.”
The transition was motivated by LPL’s technology, operational efficiencies and a broader range of resources. “The move reflects our growth as an independent practice and our dedication to continually improving our ability to meet our clients’ needs with the latest tools, resources and support,” said Rivera.
In addition to Apex, LPL has added two former Ameriprise advisors so far this year. In May, the firm recruited Guardian Partners Wealth Management, a Bloomfield Hills, MI-based independent practice with $240 million in assets. In April, Somnio Wealth, an independent practice based in Louisville, KY with $300 million in assets joined the firm.
Pictured: The Apex team
