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Cullman/Holt Group

In PWD coverage since September 30, 2026 · 9 stories

PWD coverage

Features

Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books

The moves span a Truist team in Charlotte, a seven-person UBS group in Ohio and a $1 billion Morgan Stanley advisor in Olean, New York.

Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

advisor_note · Oct 2Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year

exit · Oct 2Fidelity tells sub-$100 million RIAs to grow or move by June 2027

move · Oct 2Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

move · Sep 30A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio

Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet