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Conte Wealth Advisors

In network coverage since August 18, 2026 · 12 stories

Network coverage

Moves

Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

The Dublin, Ohio group joins Ascend Advisory Group, the $2.5 billion practice Tony Reilly founded in 2001.

move · Sep 1LPL's $1.6B Cambridge win: platform capital is the retention price

book · Aug 27Culture joins the payout grid in recruiting wars

Moves · Aug 24Conte Wealth's $1.6B LPL move is a lineage play

The Close · Aug 24The Custody Handoff Is the Talent War's New Front

move · Aug 24LPL's $1.6B Cambridge grab sets the breakaway benchmark

The Close · Aug 24The Conte move: LPL recruits a family, not a book

The Close · Aug 20Fidelity's rate hike turned custody into a financing war

Data · Aug 20Acquisition announcements edge past advisor moves in 30 days

Features · Aug 19Wealth's talent war moves to the C-suite

Moves · Aug 19Conte Wealth leaves Cambridge for LPL with $1.4 billion

Moves · Aug 18Conte Wealth moves $1.4 billion from Cambridge to LPL

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