Latest updates for Wirehouse Advisors

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Recent items include:

  • Wells Fargo Lures Morgan Stanley, UBS Advisors Representing More Than $9B
  • Wells Fargo's net income, assets surge for wealth unit
  • Wells Fargo's May streak continues with $1.5B Morgan Stanley team

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wealthmanagement.com /3 weeks ago

Wells Fargo Lures Morgan Stanley, UBS Advisors Representing More Than $9B

In less than a week, Wells Fargo Advisors announced the addition of two teams from Morgan Stanley and one from UBS, which had been overseeing in total more than $9 billion in clien...

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financial-planning.com /1 month ago

Wells Fargo's net income, assets surge for wealth unit

In the first quarter, the firm's FiNet channel for advisors working as independent contractors recruited advisors with $9 billion in client assets.

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financial-planning.com /3 weeks ago

Wells Fargo's May streak continues with $1.5B Morgan Stanley team

Bartoli Private Wealth Management Group comes to Wells Fargo following two other large advisory practices that recently joined from Morgan Stanley and UBS.

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wealthmanagement.com /3 weeks ago

RIA Channel Saw Greatest Advisor Gains in 2025

Over 39,000 advisors changed firms in 2025, close to a decade high, with RIA and IBD channels seeing the strongest net gains, according to tracking by ISS MI.

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financial-planning.com /3 weeks ago

&Partners picks up $1B team from Wells Fargo

Principality Private Wealth adds to the 115 teams &Partners has onboarded since its founding in 2023.

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wealthmanagement.com /1 month ago

Hightower Sees Future With More 'Flagship' Firms

Hightower CEO Larry Restieri forecasts a time when Hightower Signature Wealth is its largest advisor group, with a number of national “flagship” firms as additional growth engines.

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financial-planning.com /1 month ago

Wells Fargo's indie channel pulls $2.1B team from UBS

Touchstone Wealth Partners is the fourth team with more than $1 billion in client assets to join Wells Fargo's FiNet unit this year.

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wealthmanagement.com /1 week ago

$3B Former Wells Fargo FiNet Team Launches Own RIA

The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.

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financial-planning.com /3 weeks ago

Wells Fargo lands $6B team from Morgan Stanley

The Taylor Group of Wells Fargo Advisors is led by nine advisors, all of them relatively young and many of them siblings.

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roi-nj.com /1 month ago

Prudential Advisors adds Loegering and Montalbano to advisor team

Prudential Advisors, the retail arm of Prudential Financial Inc., said on April 7 that it added Keith Loegering and Brian Montalbano.  Loegering has joined the Pacific Financial Gr...

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financial-planning.com /3 weeks ago

Wells Fargo continues recruiting run with $1.6B AUM UBS team

Wells' latest advisor recruiting coup comes just days after it pulled over a 19-person team formerly managing nearly $6 billion at Morgan Stanley.

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financial-planning.com /3 weeks ago

To gain wallet share, Citi to add 400 U.S. advisors and personal bankers

Wealth head Andy Sieg sees bank-based advisors as key to securing more of the $3 trillion its U.S. banking customers hold elsewhere. But he's also looking to AI.

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financial-planning.com /3 days ago

Hedged in by tech barriers, firm founders leave Wells Fargo to start RIA

Gryphon Wealth will keep Wells Fargo Clearing Services as its custodian in a deal that brings in tech support from TradePMR, a firm acquired by Robinhood in 2024.

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wealthmanagement.com /2 weeks ago

$850M Ameriprise Team Leaves to Launch RIA With Integrated Partners

City Square Wealth Management’s six-advisor team has joined Integrated Partners with an office in Charleston, Mass.

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wealthmanagement.com /1 week ago

LPL Attracts $1B Florida Team From Ameriprise

Cebert Wealth Advisors works with more than 1,700 clients and focuses on The Villages, a booming retirement community based in Central Florida.

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financial-planning.com /1 month ago

Morgan Stanley wealth rides $118B in new assets to revenue record

Chief Financial Officer Sharon Yeshaya says financial advisors have $400 billion in assets since 2020 from clients who first came to Morgan Stanley either through its workplace or...

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wealthmanagement.com /1 month ago

Former Wells FiNet Advisor Team Departs to Launch $600M Firm

John Toman said he chose to break away from FiNet with custodian Fidelity to gain greater control over the client experience and technology moves, including AI implementation.

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wealthmanagement.com /2 days ago

Schwab’s Beatty Says Expanding Wealth Advice Not at Risk of ‘Bumping Into’ RIAs

Jon Beatty, Schwab’s head of advisor service, made the comment after news that its Schwab Wealth Advisory offices would be expanding from 20 to 30 markets.

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financial-planning.com /1 month ago

Hightower to acquire longtime affiliate managing $10B

The Bahnsen Group, founded in 2015 by a former Morgan Stanley team, has grown into a private wealth powerhouse with roughly 100 employees and offices in three states.

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wealthmanagement.com /1 month ago

$10B Bank Team Advisors Break Out to Form RIA Prairie View

Prairie View Wealth Advisors has launched in South Dakota with three veteran bank advisors, a tax-forward wealth focus and custody partner Raymond James.

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financial-planning.com /2 weeks ago

Wells Fargo's indie channel pulls Merrill teams managing $1.4B

In Wells' latest big recruiting deal, two separate groups at Merrill are coming together to form Twin Harbors Private Wealth at Wells Fargo Advisors Financial Network, or FiNet.

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wealthmanagement.com /1 month ago

Wells Fargo FiNet Attracts $2.1B UBS Team

Touchstone Wealth Partners represents the fourth $1 billion-plus practice to affiliate with FiNet in 2026.

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financial-planning.com /1 month ago

Merrill underlines recruiting ambitions with $2.2B advisor pulled from JPMorgan

The addition of Peter Laidlaw to Merrill's offices in San Francisco comes as firm executives aim to engage in "more aggressive recruiting."

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financial-planning.com /1 month ago

With no ownership prospects, bank advisors leave to form RIA

Adam Cox led the wealth management division of a regional bank for 10 years. His lack of an ownership stake in the business he'd spent so much time building eventually drove him to...

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