Advisor moves: Wells Fargo draws teams with $750M in assets from Morgan Stanley, Ameriprise

NodeGuardian · 2026-04-05T16:42:50+00:00

Wells Fargo Advisors expanded by recruiting teams from Morgan Stanley and Ameriprise, while Kestra and LPL Financial also added advisors, showcasing a trend in advisor recruitment among major financial firms.

NodeGuardian

2026-04-05 16:42:50

Abstract generation in progress

Wells Fargo Advisors recently recruited several teams managing approximately $750 million in client assets from Morgan Stanley and Ameriprise, expanding its presence in Texas, Florida, and New Hampshire. Concurrently, Kestra’s hybrid RIA platform added an advisor from Goldman Sachs, and LPL Financial welcomed a second-generation planner who will operate under the Private Advisor Group RIA platform. These moves highlight ongoing advisor recruitment strategies across major financial institutions.

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