Advisor Group, a network of independent wealth management firms, has recruited GL Capital and East Coast Advisory, two wealth management practices based in Pennsylvania that collectively oversee $323 million in total client assets.
Both wealth management practices have joined Advisor Group through its subsidiary and network member firm Triad Advisors for brokerage services. They will work with Triad Hybrid Solutions, one of Triad’s two corporate registered investment advisors, to support their fee-based business.
Founded in 1998, GL Capital oversees $175 million in client assets. Led by 22-year industry veteran Matthew Granite with support from Wayne Logue and Chip Thrush, the firm focuses on wealth management and retirement services for clients in the Harrisburg region. The team joins from Ameriprise Financial Services, according to BrokerCheck.
East Coast Advisory is led by Ed Campbell, a financial professional with more than 14 years of experience in the wealth management industry. Campbell runs the firm with Ryan Gray, Christine Scott, and Michael Cernek, and the four financial professionals collectively manage $148 million in client assets. The practice, founded in 2006, specializes in retirement income services, investments and asset management, estate planning strategies, and insurance. The team joins from Commonwealth Financial Network, according to BrokerCheck.
Headquartered in Atlanta, Triad is a national broker-dealer as well as a multi-custodial registered investment adviser firm with more than 600 financial providers on its platform.
Advisor Group serves approximately 11,100 financial professionals and oversees more than $450 billion in client assets. Its network includes FSC Securities, Royal Alliance Associates, Triad Advisors, SagePoint Financial, Securities America, and Woodbury Financial Services.