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Wells Fargo Advisors Financial Network

ST. LOUIS, MO

CRD: 11025

In network coverage since October 5, 2026 · 16+ stories

$252BRegulatory AUMSEC Form ADV · Oct 17

4,047EmployeesForm ADV

-3Talent net · 12 months1 in · 4 out

Regulatory AUM · Aug 22 – Oct 17

Observed recruiting events · 12 monthsOn the wire →

Net -3 · 1 incoming events · 4 outgoing events

Arrivals

Orchard Financial Group

Oct 8 · from Ameriprise

Departures

Aug 20 · to Carson Group

Horizon Wealth Management Group

Sep 15 · to LPL Financial

Rowland Sullivan Wealth Management

Sep 24 · to &Partners

Doyle and Loughman Wealth Management

Oct 13 · to Carson Group

Network coverage

Data

LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events

UBS placed second with 83 events, and U.S. Bank and PNC Private Bank each lost a team of at least $2 billion to LPL.

Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group

Data · Oct 17LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71

Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion

move · Oct 14LPL adds $1 billion Seattle team from Northwestern Mutual

Moves · Oct 14LPL adds Prince Financial Services, Seattle team with $1B from Northwestern Mutual

Data · Oct 14UBS logs 91 events in past 30 days; LPL second with 83

Features · Oct 14UBS loses 34 advisors in early October; two executives will join &Partners

Moves · Oct 9Wells Fargo FiNet adds $1.3 billion UBS team, loses $1.1 billion Praxis to LPL

Moves · Oct 8Wells Fargo FiNet adds $580M Ameriprise team as LPL signs Michigan practice

Moves · Oct 7Records show Praxis Financial Partners' $1.1B team joined LPL from Wells Fargo FiNet

move · Oct 6LPL adds $1.1 billion Praxis team from Wells Fargo Advisors Financial Network

Moves · Oct 6LPL lands $1.1 billion Georgia team from Wells Fargo's FiNet

Moves · Oct 5LPL recruits $1.1 billion Praxis team from Wells Fargo's FiNet

the_wrap · Oct 5Three advisor teams land at Cetera, LPL and Wells Fargo FiNet

the_wrap · Oct 5Five breakaway teams land on independent platforms; Fitzgerald Financial discloses $185 million

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