The Blue Ridge Group and the Ridgeline Group, composed of six advisers overseeing $390 million in client assets, left Oppenheimer & Co. Inc. to join J.J.B. Hilliard W.L. Lyons LLC in Asheville, N.C., Financial Planning reported.
The advisers are Alan Brookshire, James Chandley, Julie Willard, Kale Olson, John Grear and Linda Saylor.
In addition, two advisers who managed $230 million in assets at UBS joined Hilliard Lyons in May, opening its sixth branch in Ohio, according to the report.
