Advisor Moves

Every wirehouse team move reported on WirehouseHUB, newest first.

• RBC Pulls $2B BofA Private Bank Duo in La Jolla

  Second BofA Private Bank hire into RBC La Jolla in about a month — Behun (MD) and Harris (SVP) with $2B+ firm-reported assets, under a Merrill-trained SoCal complex director, inside RBC's push to add 600 U.S. advisors by 2029. Private bank duo, left BofA Private Bank, joined RBC, La Jolla, $2B

• J.P. Morgan Advisors Loses a $4.8 Million Houston Team to Rockefeller

  A second J.P. Morgan Advisors team in a week has left, this time a $4.8 million Houston practice headed to Rockefeller, while partner Scott Holstead stays behind. left J.P. Morgan, joined Rockefeller, Houston, $700M

• Wirehouse Moves This Week: J.P. Morgan's $18.6B Latigo Peak Exit Leads as UBS Loses a Las Vegas Team

  J.P. Morgan's $18.6 billion Latigo Peak breakaway led a week that also saw UBS lose a Las Vegas team and add two New Jersey advisors. $18.6B

• RBC Wealth Management Adds Nepa/Susco Team From UBS in Pittsburgh, More Than $1B in Client Assets

  RBC Wealth Management has added the Nepa/Susco Team, which oversaw more than $1 billion in client assets at UBS, in Pittsburgh. left UBS, joined RBC, Pittsburgh, $1B

• RBC Loses $1.1B Baltimore Team as Rosenwald Private Wealth Goes Independent With Indivisible

  RBC Wealth Management has lost a Baltimore team overseeing about $1.1 billion to Indivisible Partners, the RIA founded by former Merrill wealth chief John Thiel. left RBC, Baltimore, $1.1B

• Merrill's Singer Maxey Team Joins Raymond James in Bend, Oregon

  Singer Maxey Wealth Management left Merrill for Raymond James in Bend with about $4.7 million in reported annual production, clearing WirehouseHUB's automatic coverage bar for wirehouse moves. Singer Maxey, left Merrill, joined Raymond James, Bend, $450M

• Strong Family Team Leaves UBS for Wells Fargo Advisors' Employee Channel in Naples and Birmingham

  Wells Fargo Advisors has picked up a three-generation family practice from UBS Financial Services, adding to a run of UBS departures that have landed at one Wells Fargo channel or another in 2026. left UBS, joined Wells Fargo, Naples

• Ameriprise's Orchard Financial Group Moves to Wells Fargo FiNet in Los Angeles

  Orchard Financial Group, a Los Angeles practice that Ameriprise Financial had marketed as one of its private wealth advisory teams, has moved to Wells Fargo Advisors Financial Network, the bank's independent-contractor broker-dealer known as FiNet. Orchard Financial Group, left Ameriprise, joined Wells Fargo FiNet, Los Angeles

• Merrill Adds About $770M in Teams From Morgan Stanley and Wells Fargo

  Merrill has pulled in two advisory groups that together report roughly $770 million in client assets, according to InvestmentNews, splitting the haul between a New York Park Avenue market hire out of Morgan Stanley and a Boca Raton addition from Wells Fargo Advisors. left Morgan Stanley, joined Merrill, $770M

• LPL Recruits Praxis Financial Partners’ $1.1B FiNet Team in Alpharetta

  LPL Financial said Monday that Praxis Financial Partners, an Alpharetta, Georgia planning practice that had been affiliated with Wells Fargo Advisors Financial Network, has moved onto LPL’s broker-dealer and registered investment adviser platforms with about $1.1 billion in advisory, brokerage and retirement-plan assets. left Wells Fargo FiNet, joined LPL, Alpharetta, $1.1B

• A $6.2 Million Charlotte Truist Team Joins Rockefeller

  AdvisorHub reported that Paul Irving, Gavin Shuck, and Brett Schmidt left Truist in Charlotte for Rockefeller on Wednesday, producing $6.2 million on about $1 billion. IAPD reports updated in April still list all three at Truist. left Truist, joined Rockefeller, $1B

• UBS Loses $1.3B Cullman/Holt Team to Wells Fargo FiNet Practice Ascend in Ohio

  The Cullman/Holt Group, with about $1.3 billion in client assets, left UBS on Sept. 29 for Ascend Advisory Group, a Dublin, Ohio, practice on Wells Fargo's FiNet platform. left UBS, joined Wells Fargo FiNet, Ohio, $1.3B

• Greenwood Wealth Partners' David Lorbiecki-Led $1.25B Team Exits D.M. Kelly for Raymond James as Merrill Bleeds Advisors to UBS and Ameriprise

  Merrill Lynch is hemorrhaging talent in both coastal markets and the Midwest simultaneously. If your book sits between $120M and $1.25B, every major platform—Raymond James, UBS, and Ameriprise—is actively building a case for your move right now. Greenwood Wealth Partners, left D.M. Kelly, joined Raymond James, $1.25B

• Merrill Lands $1.2B Aliaskari Group From Morgan Stanley in McLean

  Merrill pulled a named PWM team back from Morgan Stanley — Aliaskari left Merrill in 2012 and just returned with $1.2B and two partners, a concrete wire-to-wire win under Moynihan’s more-advisors mandate. Aliaskari Group, left Morgan Stanley, joined Merrill, McLean, $1.2B

• John Pham's Billion-Dollar Merrill Lynch Team Joins UBS in Silicon Valley

  Assets Under Management (AUM): about $1.3 Billion Trailing 12-Month Revenue: about $8 Million Previous Office: Santana Row (San Jose, CA) New Firm: UBS John Pham team, left Merrill, joined UBS, Silicon Valley, $1B+

• James Carlson & Kevin Herron's Redstone Wealth Group Exits UBS for Wedbush, Bringing $500M in AUM to Greensboro

  Wedbush is writing real checks to pull established wirehouse teams into the Southeast — if your UBS branch is seeing restlessness, this move signals the competitive pressure is no longer theoretical. Redstone Wealth Group, left UBS, joined Wedbush, $500M

• BofA CEO Moynihan Tells Merrill It Needs More Advisors to Unlock Growth — Here's What That Means for Recruiting

  Merrill Lynch is actively competing for experienced lateral hires again — advisors at rival wirehouses are now a primary recruitment target, and deal structures are likely to improve as the firm races to fill geographic gaps. It Needs More Advisors, left Morgan Stanley

• Merrill Poaches $1.2B UBS Team in Santa Fe: John Vazquez & Manuel Monasterio Flip the Script in the Desert Southwest

  Merrill is running a systematic high-AUM recruiting playbook across regional markets—if you're at UBS, Morgan Stanley, or Wells Fargo managing a book north of $1B, expect a call. The compensation packages are real, and the Desert Mountain market is clearly a target. left UBS, joined Merrill, Santa Fe, $1.2B

• What Wells Fargo’s Trading Outages Mean for Advisor Retention

  The outages do not prove a broader technology breakdown, but they give top-producing teams another reason to examine vendor resilience, backup execution and infrastructure control. What Wells Fargo team

• Citi Hires $3B Private Banker from Bank of America

  Citi is adding senior private-bank talent as it expands its wealth platform, but the reported asset figure is not a standardized measure of transferred assets. Private banker, left Bank of America, joined Citi, $3B

• John Vazquez & Manuel Monasterio Bring $1.2B, $4.7M in Production from UBS to Merrill Lynch in Santa Fe

  If you're a high-producing UBS team watching your colleagues defect, Merrill's recruiting machine is clearly writing checks big enough to move $1.2 billion books out of New Mexico. Know your number. Vazquez / Monasterio team, left UBS, joined Merrill, $1.2B

• Richard Horn, Jeffrey Deckelbaum & Gerald Horn Bring $750M Morgan Stanley Team to UBS Bethesda

  UBS is systematically dismantling Morgan Stanley's mid-Atlantic advisor base one high-production team at a time — if you're a Morgan Stanley advisor in the Southeast corridor, expect a UBS call soon. Horn / Deckelbaum team, left Morgan Stanley, joined UBS, Bethesda, $750M

• Why Wells Fargo’s Highest-Producing Teams Are Choosing to Leave

  Wells Fargo is recruiting aggressively, but this selected departure sample shows persistent pressure from independent, hybrid and non-bank platforms. Why Wells Fargo team, left Morgan Stanley, $8.83B

• UBS’s Quiet Recruiting Rebound: $7B+ in Teams Since June

  UBS has not erased its recent outflows, but it has become a credible destination again. The $7 billion-plus recruiting run is a measured redemption for a franchise that spent much of the last year on defense. left Morgan Stanley, $7.35B

• UBS Recruits $500M Merrill Team in Bellevue

  The Bellevue move gives UBS a $500 million planning-focused practice in the Pacific Northwest. left Merrill, joined UBS, Bellevue, $500M

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