Advisor Moves Report: September 2026

1. The Financial ADVSR Advisor Moves tracker recorded 1 advisor move in September 2026, with $1.3B in reported client assets, and 3 firm deals.
2. Wells Fargo led recruiting with $1.3B in net reported assets (1 in, 0 out).
3. UBS had the largest net outflow, $1.3B (1 out, 0 in).
4. The largest single move was Cullman/Holt Group, with $1.3B, from UBS to Wells Fargo FiNet, as reported by WealthManagement.com.

“Wells Fargo led advisor recruiting in September 2026, adding $1.3B in net reported client assets,” according to the Financial ADVSR Advisor Moves tracker.

The Financial ADVSR Advisor Moves tracker counted 1 reported advisor move in September 2026, representing $1.3B in client assets.

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The Advisor Moves tracker logs every advisor and team move and every firm deal reported in the wealth-management trade press, with the client assets the reporting discloses. Firms are matched to our directory so subsidiaries add up under their parent. Channel flows count only moves where both firms are known. Many moves are never reported publicly, so totals are a floor, not an industry count.

Questions or a quote from the editors: news@financialadvsr.com.