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Wells Fargo Advisors Financial Network

ST. LOUIS, MO

CRD: 11025

In PWD coverage since August 18, 2026 · 11 stories

$252BRegulatory AUMSEC Form ADV · Sep 26

4,047EmployeesForm ADV

-3Talent net · 12 months0 in · 3 out

Regulatory AUM · Aug 22 – Sep 26

Observed recruiting events · 12 monthsOn the wire →

Net -3 · 0 incoming events · 3 outgoing events

Arrivals

None tracked.

Departures

Aug 20 · to Carson Group

Horizon Wealth Management Group

Sep 15 · to LPL Financial

Rowland Sullivan Wealth Management

Sep 24 · to &Partners

PWD coverage

Moves

SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab

The Bedford, N.H. team's Sept. 23 re-registration accounted for about 55 percent of the $14.58 billion in advisor moves recorded that week.

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

advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark

the_wrap · Sep 25Captrust and LPL are buying whole practices now

the_wrap · Sep 16Creative Planning Now Owns the Consultant Search

Moves · Sep 16Planning software and a named service desk are LPL's recruiting pitch

Moves · Sep 15LPL takes a $385 million retiree book from Wells Fargo's independent arm

Moves · Aug 24The custody layer gets its own talent war

Moves · Aug 21FiNet wins back a UBS team and adds an Ameriprise practice

Moves · Aug 21Carson pulls $1.76B Wells Fargo team into its independent channel

move · Aug 18Most advisors never see the true cost of clearing and custody