Advisory Firms Recruited New Wealth Management Teams
Wealth management firms added new advisory teams across Ohio, Illinois, and Florida in September 2026.
Updated on Sept. 30, 2026 in Financial Planning
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Carson, Mesirow, and DayMark Wealth Partners expanded their advisor rosters as part of a series of recruitment moves. The activity brings new teams to several states and includes a focus on geographic growth in Florida.
Why it matters
These additions reflect a broader industry push for increased operational flexibility and access to firm-wide resources. For clients, these transitions often signal changes in the local access to wealth management services and firm-level support structures.
The Heritage Financial & Investment Services team joined Carson with $120 million in client assets. This follows a previous addition by DayMark in Pepper Pike, Ohio, which involved $820 million in client assets.
The players
Carson
A wealth management firm that provides advisory services and practice support to financial advisors.
Mesirow
A wealth management firm founded in 1937 that provides investment services and ranks among Barron's Top 100 RIA Firms.
DayMark Wealth Partners
An advisory firm that recruits wealth management teams to expand its geographic footprint, particularly in Florida.
Heritage Financial & Investment Services
A women-led financial advisory team that recently joined Carson with $120 million in client assets.
The details
Advisory firms are growing their footprints by recruiting established practices to align with changing regional demographics. DayMark specifically expanded into Sarasota to capture shifts in population migration, bringing its total Florida office count to three. Advisors in these transitions often cite a need for collaborative cultures and back-office support as the primary drivers for moving their books of business.
Timeline
DayMark opened Florida offices in Fort Lauderdale and Stuart in June 2025.
DayMark launched a location in Madison, Wisconsin in July 2026.
Carson, Mesirow, and DayMark added new advisor teams in September 2026.
Money Landscape
The growth at Mesirow follows its recognition as one of Barron's Top 100 RIA Firms for 2026, marking a continued trend of industry consolidation. Firms are increasingly competing for top-tier advisory talent to gain scale in a tightening wealth management environment.
If your financial advisor has joined a new firm, verify how the transition affects your fee structure and service access. Consult with your tax or financial professional to determine if these changes require updates to your account disclosures or estate planning documents.
The takeaway
Large wealth management firms are aggressively expanding their regional presence to meet shifting client needs. When a firm changes hands or your advisor moves to a new platform, always request an updated fee schedule and confirm the transition details in writing.
Further reading
For more on how shifts in firm staffing can affect client service models, see our guide to Financial Planning.
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