Recruiting

Published WirehouseHUB stories filed under Recruiting.

• 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

• 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

• 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+

• 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

• 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

• 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

• 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

• 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

• Swiss, Not European

  This article examines a common perception among financial advisors considering UBS and explains why Switzerland's regulatory environment differs significantly from the European Union. Swiss / European team, left Merrill

• 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+

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