Wells Fargo advisor moves

Advisor teams moving to or from Wells Fargo, as reported by WirehouseHUB.

• 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

• 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

• 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

• 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

• Wells Fargo FiNet: The Independence Trade-Off Advisors Can’t Ignore

  FiNet delivers genuine contractor independence and a low-friction path out of Wells branches, but advisors still trade control of core infrastructure for the platform’s scale and support. left Wells Fargo FiNet, $6.35B

• Glen Sher & Michael Jeshiva Steer $470M Sher Jeshiva Group from Wells Fargo to Ameriprise

  Two high-value moves in one week signal that Wells Fargo's retention challenges and Morgan Stanley's Austin bench depth are both under pressure—and that Ameriprise's wirehouse recruiting machine isn't slowing down. Sher Jeshiva Group, left Wells Fargo, joined Ameriprise, $470M

• Wells Fargo FiNet Lands $1B Palm Beach Practice as South Florida Becomes Independent-Channel Battleground

  FiNet is proving it can pull billion-dollar practices into its independent contractor model without waiting for the firm's upcoming fee-only RIA platform to launch — advisors weighing independence should watch this channel closely before that next product changes the competitive calculus. left Morgan Stanley, joined Wells Fargo FiNet, Palm Beach, $1B

• James Leonard & Daniel Mason Exit UBS with $404M to Wells Fargo FiNet as Baird Locks Down $600M Director Duo in North Carolina

  North Carolina is now a confirmed battleground for wirehouse and independent talent. If you're a senior advisor in the Southeast managing $300M+, your phone is about to ring—from all sides. Leonard / Mason team, left UBS, joined Wells Fargo FiNet, $404M

• Wells Fargo FiNet Poaches Second LPL Recruiting Exec as Independent Channel War Escalates

  FiNet is no longer playing defense. If you're an independent-minded wirehouse advisor—or an IBD rep weighing options—Wells Fargo is rebuilding its recruiting engine specifically to come after your book. Watch for elevated transition packages and infrastructure investment at FiNet over the next 12–18 months. left LPL, joined Wells Fargo FiNet

• Sheresky Samsen Group's $1.7B Practice Leaves RBC for Wells Fargo as Greenwich Team Picks Wirehouse Over Independence

  Wells Fargo is writing the biggest checks in the wirehouse recruiting market right now — if you're fielding a call from their team, they're serious and they're funded. Sheresky Samsen Group, left RBC, joined Wells Fargo, $1.7B

• Mark Elliot, Scott Friedman, Darren Dawson & John Kent Bring $1B Truist Book to Wells Fargo FiNet's Florida Debut

  FiNet's tuck-in model is pulling billion-dollar regional bank teams away from Truist and into the independent channel — if you're weighing a move, the infrastructure is clearly there. Elliot / Friedman / Dawson team, left Truist, joined Wells Fargo FiNet, $1B

• Peter Choy's $460M Exit: 20-Year UBS Veteran Lands at Merrill Lynch Nashville as Wells Fargo Sweeps Up $825M on the West Coast

  Merrill is running a disciplined playbook—targeting seasoned UBS producers with $400M+ books in secondary markets like Nashville. If you're a UBS advisor in a growth city, expect a Merrill recruiter call soon. Peter Choy team, left UBS, $460M

• Wells FiNet Lands $650M Ex-Stifel Team That Helped Launch—Then Abandoned—Its Failed Indie Revamp

  Stifel's independent channel is hemorrhaging the very advisors it used as proof-of-concept. For $500M+ practices evaluating indie platforms, Wells FiNet is now clearly outcompeting regional firms—and the window to negotiate maximum transition deals remains wide open. left Stifel, joined Wells Fargo FiNet, $650M

• $550M Ameriprise Duo Returns to Wells Fargo FiNet in McAllen, Generating $1.8M in Annual Revenue

  Wells Fargo FiNet's independent channel is pulling serious weight in Texas recruiting — if you're fielding calls from McAllen to Houston, expect transition packages calibrated to compete with LPL's hybrid pitch. left Ameriprise, joined Wells Fargo FiNet, McAllen, $550M

• Wells Fargo Nets $466M UBS Veteran in Naples as $480M Brooklyn Team Bolts to Raymond James

  Wells Fargo is winning the UBS recruiting battle in Florida while bleeding independent-channel assets to Raymond James—net position depends entirely on which channel you're counting. left UBS, joined Wells Fargo, Naples, $466M

• Wells Fargo Lands $3.1 Billion J.P. Morgan Team in Biggest Recruiting Win of 2026

  The Weikes Slattery Group, managing $3.1B with $17M in annual revenue, left J.P. Morgan Advisors for Wells Fargo in the biggest recruiting win of 2026. left J.P. Morgan, joined Wells Fargo, $3.1B

• Wells Fargo Lands $2.1 Billion Team From Merrill Lynch in Largest Move of 2026

  The Houston-based team marks Wells' aggressive push to rebuild its advisor ranks after years of attrition. left Merrill, joined Wells Fargo, $2.1B

• Wells Fargo FiNet Lands $1.3 Billion Team From Commonwealth in New York City

  Wells Fargo FiNet's recruitment of a $1.3 billion Commonwealth team signals the growing appeal of hybrid independence models that blend bank resources with advisor autonomy. left Commonwealth, joined Wells Fargo FiNet, New York City, $1.3B

• $1.8 Billion Merrill Lynch Team Defects to Wells Fargo FiNet on Long Island

  Infinity Private Wealth's move to Wells Fargo FiNet highlights the growing appeal of hybrid independence models for wirehouse teams managing over $1 billion in assets. left Merrill, joined Wells Fargo FiNet, $1.8B

• Wells Fargo Lands $6 Billion UBS Team in Biggest Q4 Recruiting Win

  Wells Fargo continues to emerge as the biggest beneficiary of UBS's advisor exodus, recruiting one of the largest teams to move in Q4 with $6 billion in client assets and an estimated $39 million in annual revenue. left UBS, joined Wells Fargo, $6B