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What You Need to Know The teams, along with two other advisors from Merrill and LPL also moving to Raymond James, manage a total of $686 million in client assets. The new advisors join Boston Harbor Wealth Advisors, a independent affiliated firm with several offices in the Northeast. Raymond James has added two advisory teams from Morgan Stanley and MassMutual, as well as two advisors from other firms. Collectively, these new registered representatives manage a total of $686 million in assets. The new advisors join Boston Harbor Wealth Advisors, a independent affiliated firm with offices in Connecticut, Massachusetts, New Hampshire, New York and Ohio. With these additional advisors, BHWA manages about $2.7 billion in assets, Raymond James says.

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