Moves

Published WirehouseHUB stories filed under Moves.

• 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

• 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

• 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 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

• 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

• NewEdge Lands $3.1B BofA Private Bank Team in Florida

  NewEdge is using its employee wealth channel to recruit beyond traditional brokerage teams, adding another multibillion-dollar private-bank group in two weeks.

• LPL Loses Chesterfield Team to Osaic in 'Full-Circle' Succession Play as UBS Quietly Builds Connecticut Scale

  LPL and Osaic continue trading blows in the independent channel while UBS executes a disciplined tuck-in strategy in the Northeast — advisors in both spaces need to know which model is winning the succession argument. left LPL, joined Osaic

• Jim Tucker & Patrick Bria Take $420M Tucker Bria Wealth Strategies from Commonwealth to Cetera

  Cetera is systematically harvesting Commonwealth's advisor base through Summit Financial Networks, offering custody flexibility that keeps established practices intact. If you know Commonwealth-affiliated advisors evaluating their next move, Cetera is making a compelling case—and closing fast. Tucker Bria Wealth Strategies, left Commonwealth, joined Cetera, $420M

• Al Hammond's $13B Graystone Team Defects to Merrill in One of 2026's Largest Wirehouse Moves

  This move signals Merrill's willingness to deploy serious transition capital to capture institutional consulting AUM at scale — and confirms that even entrenched Graystone teams are in play. Al Hammond team, left Morgan Stanley (Graystone), joined Merrill, $13B

• K. Shaun Cosby & Edward Powell Pull $460M Book From Merrill, Hand Morgan Stanley a $5M Birmingham Win

  Morgan Stanley has now poached multiple high-producing Merrill teams out of Birmingham in quick succession. If you're a Merrill advisor in the Southeast watching your comp structure, this is your peers voting with their feet—and Morgan Stanley is clearly dangling the right incentives to close the deal. left Merrill, $460M

• Kinsey, Moss & Pickett Bolt Stifel for RBC, Taking $1.6 Billion in Dallas Client Assets

  RBC is methodically picking off $1B+ teams from regional powerhouses like Stifel in major Sun Belt markets—if your book is north of a billion and you're in Dallas, expect a call. Kinsey / Moss / Pickett team, left Stifel, joined RBC, Dallas, $1.6B

• 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

• 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

• 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

• Kevin Daniels' $500M Tribute Financial Team Leaves United Planners for LPL — Plus Morgan Stanley Loses $800M Sports & Entertainment Trio to Citizens

  LPL's hybrid BD/RIA platform keeps pulling $500M+ independent teams away from smaller IBDs, and Morgan Stanley's sports and entertainment niche is now a confirmed recruiting target — both moves signal where assets are flowing in 2025. Tribute Financial, left United Planners, joined LPL, $500M

• LPL and UBS Each Land $1B+ Advisor Teams in Dual Recruiting Win

  Two $1B+ moves in one news cycle confirms that planning-focused teams and niche institutional specialists are the most aggressively recruited profiles in 2025 — if you have either, your phone should be ringing. $1B+

• Merrill Lynch's $2.2B California Grab Proves the Private Bank Pipeline is Wide Open

  Merrill Lynch recruited a $2.2B J.P. Morgan private banker in San Francisco, setting a new benchmark for UHNW talent pricing in 2026 as wirehouse competition for top producers intensifies. joined Merrill, $2.2B