Royal Alliance Associates, an independent wealth management firm within the Advisor Group network, has recruited Pacific Capital Resource Group, a Super-OSJ group supervising 40 financial professionals who collectively oversee $975 million in client assets.
Co-founded by CEO and OSJ Kurt Jonson in 1998 in Bellevue, Washington, Pacific Capital’s financial professionals offer retirement planning, wealth advisory services, investment planning and insurance solutions to individuals and families, as well as business planning, valuation, benefits and insurance services to small business clients. The team’s professionals are based in offices throughout Bellevue, Washington, Lake Oswego, Oregon, and Scottsdale, Arizona.
“We are incredibly excited to partner with Kurt Jonson, who has done a stellar job over the last two decades of developing one of the most successful independent groups of like-minded financial professionals in the country,” said Dmitry Goldin, president and CEO of Royal Alliance.
Royal Alliance has more than 3,000 affiliated independent financial advisors and is headquartered in Jersey City, New Jersey.
Advisor Group’s network also includes FSC Securities, KMS Financial Services, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial. Advisor Group serves approximately 11,100 financial professionals that oversee more than $450 billion in client assets.