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Jeff Cullman

In PWD coverage since September 30, 2026 · 5 stories

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FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

All five teams landed on independent platforms; four of the five moves name a source firm, and only Fitzgerald Financial Group, at $185 million, arrived with a disclosed asset total.

the_tape · Oct 5Cetera, LPL, Kestra, Carson and Wells Fargo lift teams in one day

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

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

Jeff Cullman

FiNet, Cetera, LPL, Kestra and Carson add five multi-adviser teams on Oct. 5

The Family Office Daily Briefing