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.

Steven Sheresky, Jeffrey Sheresky, and Jeffrey Samsen have moved their $1.7 billion Greenwich, Connecticut practice from RBC Capital Markets to Wells Fargo Advisors, making the Sheresky Samsen Group one of the largest wirehouse-to-wirehouse recruiting wins of 2026.

Kenneth Sheresky, Steve Sheresky's son, joins the move as Senior Vice President of Investments, signaling that the family-anchored practice is building for the next generation inside the Wells Fargo platform. All three founding members hold Managing Director of Investments titles, the kind of credentialed, multigenerational team that wirehouse recruiters openly compete for.

Why Greenwich Money Chose a Wirehouse Over an Independent Channel

The Sheresky Samsen Group's decision to move wirehouse-to-wirehouse rather than pursue an independent or RIA path is the signal embedded in this story. Teams managing $1.7 billion in a high-net-worth market like Greenwich have no shortage of options — LPL, Rockefeller, Raymond James, and a dozen well-capitalized RIA platforms would have answered the phone immediately.

Choosing Wells Fargo Advisors specifically suggests the platform's investment infrastructure, managed account capabilities, and transition economics cleared a very high bar. Greenwich clients are sophisticated, litigious, and demanding — advisors serving them don't move unless the destination can match or exceed what they're leaving behind.

Wells Fargo's 2026 Recruiting Scoreboard Is Becoming Hard to Ignore

This hire doesn't exist in isolation. Wells Fargo Advisors has been executing a sustained, billion-dollar-level recruiting campaign throughout 2026 that is starting to look like a deliberate market share grab rather than opportunistic poaching.

- Sheresky Samsen Group (Greenwich, CT): $1.7B+ in client assets, from RBC Capital Markets, mid-2026

- Former Stifel team (FiNet channel): Assets undisclosed, joined Wells Fargo's independent FiNet platform, June 2026

- Haskin Private Wealth Advisors (Sacramento, CA): Assets undisclosed, departed Wells Fargo for LPL Financial, May 2026

That last line matters. Wells Fargo is winning at the top of the market while simultaneously losing teams to independent platforms at the lower end. The net headcount picture is mixed, but the asset picture is skewing positive when you're landing $1.7 billion teams.

RBC Capital Markets Absorbs Another High-Profile Departure

For RBC, losing the Sheresky Samsen Group is the latest in a pattern that has seen the Canadian-owned wirehouse shed multi-billion-dollar advisor relationships to rivals including Morgan Stanley and UBS in prior years. RBC has strong platform fundamentals and a loyal advisor base, but it has struggled to retain ultra-high-net-worth teams when competing wirehouses put their full transition packages on the table.

RBC's recruiting pitch has always leaned on culture, autonomy, and a less-corporate environment than the bulge-bracket firms. When a founding team decides that pitch no longer outweighs what a Wells Fargo can offer, it is a competitive problem that no amount of retention messaging fixes retroactively.

What This Means for the Rest of 2026

Wells Fargo's recruiting momentum creates a specific dynamic for every advisor currently at RBC, Stifel, or a mid-tier regional firm managing eight- and nine-figure client relationships. The firm is clearly in an active build phase, which means transition deal economics are likely at or near peak levels right now.

That window doesn't stay open indefinitely. Wirehouse recruiting cycles track closely with firm profitability and corporate appetite for upfront transition costs. When Wells Fargo decides it has enough new assets under administration to satisfy leadership, the deal quality compresses — fast.

For advisors on the fence about a move, the Sheresky Samsen Group just provided the most current data point available: a $1.7 billion Greenwich practice decided Wells Fargo was worth the disruption. That is not a casual endorsement.