A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyYou’re reading this editionInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Family Office Daily
Independent intelligence on family offices and private capital
Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
other

Wells Fargo Advisors Financial Network

ST. LOUIS, MO
CRD: 11025
In PWD coverage since August 18, 2026 · 16+ stories
$252BRegulatory AUMSEC Form ADV · Oct 3
4,047EmployeesForm ADV
-3Talent net · 12 months0 in · 3 out
Regulatory AUM · Aug 22 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net -3 · 0 incoming events · 3 outgoing events
Arrivals
None tracked.
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
PWD coverage
move

LPL adds $1.1 billion Praxis team from Wells Fargo Advisors Financial Network

Praxis Financial Partners keeps its name and, after evaluating more than a dozen firms, cites ownership retention and succession options, according to LPL.
Moves · Oct 6LPL lands $1.1 billion Georgia team from Wells Fargo's FiNet
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_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
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
Daily · 7:40 a.m. ET

The Family Office Daily Briefing

Family-office news, investment decisions, and operating intelligence, in your inbox daily at 7:40 a.m. ET. Free.