Deals Transitions

Published WirehouseHUB stories filed under Deals Transitions.

• J.P. Morgan's Scott and Atwood Teams Break Away With $130 Million in Revenue to Launch Latigo Peak

  Two inherited First Republic practices producing more than $130 million a year left J.P. Morgan Advisors for a self-funded RIA, the largest wirehouse breakaway of 2026 by reported assets.

• 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

• UBS Expands US Private Wealth Division With $3 Billion Team From Morgan Stanley

  The Swiss banking giant continues its American expansion with a major recruitment in the Los Angeles market. left Morgan Stanley, joined UBS, $3B

• Stifel Poaches $1.8 Billion Team From Morgan Stanley's New York Office

  The move underscores Stifel's aggressive positioning as a wirehouse alternative for top-tier teams. left Morgan Stanley, joined Stifel, $1.8B