Latest updates for Wirehouse Advisors

Fresh curated links around Wirehouse advisors are collected here so marketers can spot useful updates and turn timely ideas into posts faster.

Recent items include:

  • LPL Firm Specializing In Bank-Based Advisor Recruitment Attracts $725M JPMorgan Advisor
  • Hightower Signature Adds Trio of Practices with $5B
  • Wells Fargo, Morgan Stanley Boast Q2 Wealth Revenue Jumps

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wealthmanagement.com /3 weeks ago

LPL Firm Specializing In Bank-Based Advisor Recruitment Attracts $725M JPMorgan Advisor

Alan Feutz brings 25 years of experience serving high-net-worth clients and will move to Genesis Wealth to operate out of the firm’s newly opened branch on Chicago’s North Shore.

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wealthmanagement.com /1 week ago

Hightower Signature Adds Trio of Practices with $5B

Hightower’s branded W-2 channel expands its footprint to $35 billion across 40 locations.

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wealthmanagement.com /20 hours ago

Wells Fargo, Morgan Stanley Boast Q2 Wealth Revenue Jumps

Wells Fargo’s chief financial officer said the firm was continuing to hit high levels of advisor recruiting and attrition each quarter, while Morgan Stanley is benefitting from IPO...

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wealthmanagement.com /1 month 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 /6 days ago

How Wells Fargo keeps advisors by letting them go independent

As large wealth managers struggle to retain advisors seeking greater independence, Wells Fargo has taken a distinct approach with its FiNet channel. But is the loss of profit margi...

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wealthmanagement.com /2 weeks ago

Three Focus Financial RIAs Merge to Form $10B Firm

Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country.

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wealthmanagement.com /5 days ago

&Partners Adds $864M Team From Wells Fargo Advisors

Foothills Legacy Wealth Management, an eight-person practice based in Saratoga Springs, N.Y., brings the hybrid broker/dealer's total assets to approximately $58 billion.

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wealthmanagement.com /1 week ago

Wavvest Recruits $1.4B Advisor to In-House RIA

Vinnie Maliakkal managed $1.4 billion at Charles Schwab for 11 years before joining the AI-native wealth management platform as managing director and founding advisor.

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financial-planning.com /1 month 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 /1 month 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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wealthmanagement.com /1 month ago

Robinhood, TradePMR Launch RIA Referral Program

Robinhood and TradePMR’s RIA referral program is live for a select group of advisors and clients; separately, executives said TradePMR will keep Wells Fargo as a custody and cleari...

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wealthmanagement.com /1 week ago

Integrated Partners on Building a ‘Forever Company’

The founder-owned RIA has recruited $4 billion in assets this year, appealing to advisors who want to avoid private equity-backed firms and maintain autonomy.

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wealthmanagement.com /1 month 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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wealthprofessional.ca /1 month ago

BC advisor pays $25,000 after leaving widow's home-buying plans out of her file

WFG Securities advisor filled in DSC fee disclosures only after his client had already signed

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wealthmanagement.com /1 month ago

Recent Tech Layoffs Bring Client Surge for Specialist Financial Advisors

Financial advisors who specialize in working with tech sector employees are managing stock incentives, healthcare and long-term life decisions with affected workers.

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wealthmanagement.com /1 month ago

$3.5B UBS Team Breaks to RIA Space with San Francisco-Based Beacon Coast

UBS alumni Michael Evans and David Jasper are targeting UHNW clients as they navigate a liquidity event from a small business.

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financial-planning.com /1 month ago

UBS loses $3.5B team, gains $1.2B Glenmede advisor

The big moves hit the Swiss firm as it continues to lose advisors on a net basis — though now it's reportedly sweetening its recruiting offers.

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wealthmanagement.com /1 week ago

Wells Fargo Adds $1.7B Connecticut Team From RBC

The Sheresky Samsen Group includes brothers Steven and Jeffrey Shereseky, as well as Jeffrey Samsen and Steven’s son Kenneth.

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financial-planning.com /2 weeks ago

Early-career advisors want something unexpected: an office

Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.

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wealthmanagement.com /1 month ago

Steward Partners Lands Biggest Breakaway Team to Date from UBS

An 11-person UBS team managing $2.4 billion has moved to Steward Partners’ Legacy Channel, adding offices in Florida and New York.

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wealthmanagement.com /1 day ago

LPL Financial Adds $2.4B HNW Team From U.S. Bank

The San Diego-based group has affiliated with Quotient Advisor Partners, an LPL OSJ, bringing expertise in serving high-net-worth clients and multi-generational families.

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wealthmanagement.com /1 month ago

FINRA Snapshot Shows Large Broker/Dealers Grew Market Share in 2025

FINRA shows that industry consolidation led to fewer firms despite more registered representatives in 2025, and that dual registration for broker/dealer and fee-based investment ad...

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financial-planning.com /1 month ago

How securing held-away assets helps firms — and clients

Large wealth managers are chasing a multitrillion dollar opportunity to manage more of their clients' assets. But many high net worth investors give their business to multiple firm...

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wealthmanagement.com /1 week ago

Wells Fargo FiNet Firm Adds $1B Team in Palm Beach

Wells Fargo gets another win for its FiNet division even as it continues to speak with RIAs about a new fee-only RIA channel slated to come next year.

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Sources covering Wirehouse Advisors

wealthprofessional.ca

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financial-planning.com

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wealthmanagement.com

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