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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Wells Fargo Advisors Financial Network

ST. LOUIS, MO
CRD: 11025
In network coverage since September 25, 2026 · 16+ stories
$252BRegulatory AUMSEC Form ADV · Oct 24
4,047EmployeesForm ADV
-3Talent net · 12 months1 in · 4 out
Regulatory AUM · Aug 22 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -3 · 1 incoming events · 4 outgoing events
Arrivals
Orchard Financial Group
Oct 8 · from Ameriprise
Departures
Not disclosed
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
Evergreen & Interval Funds

Kacy Walker launches $300M Kinetic Wealth on LPL

The practice leaves Cetera for LPL's supported-independence network; LPL recruited $25 billion in Q2, up 35%.
Data · Oct 21LPL Financial adds $5.4 billion in advisor teams and leads 30-day record by 47 events
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
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 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
The Tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day
Moves · Oct 2SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
Recruiting & transitions · 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
The Advisor's Note · Sep 25Ameriprise’s retention check is now a recruiting benchmark
The Wrap · Sep 25Captrust and LPL are buying whole practices now
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