Advisor News Network

Recent Advisor Moves

21articles · the latest transitions and analysis

Rockefeller Lands $2.1 Billion Merrill Team for New Ohio Office

Rockefeller Lands $2.1 Billion Merrill Team for New Ohio Office

Merrill LynchRockefeller Capital Management

Rockefeller Capital Management's spring recruiting streak is extending through the summer, adding a six-advisor Merrill Lynch team overseeing $2.1 billion to open a new Columbus, Ohio office.

BAC--
August 6, 2026·3 min
Morgan Stanley Nabs $1.5B J.P. Morgan Team in NYC

Morgan Stanley Nabs $1.5B J.P. Morgan Team in NYC

J.P. MorganMorgan Stanley

Morgan Stanley recruited TruCore Advisors, a J.P. Morgan Securities team managing approximately $1.5 billion in client assets, signaling a more aggressive recruiting posture.

JPM--MS--
June 17, 2026·4 min
Wells Fargo Nabs Third Billion-Dollar Team in a Week

Wells Fargo Nabs Third Billion-Dollar Team in a Week

Morgan StanleyWells Fargo

Wells Fargo Advisors has recruited its third billion-dollar team in roughly a single week, continuing one of the more notable recruiting stretches in wealth management this year.

MS--WFC--
May 6, 2026·5 min read

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