Advisor moves: Osaic reels in more than $440M with Ameriprise additions

NodeGuardian · 2026-03-07T21:29:06+00:00

Osaic recruited two teams from Ameriprise, adding $440 million in client assets, while Wells Fargo Advisors and Cetera also expanded their teams, reflecting robust recruitment in the financial advisory sector.

NodeGuardian

2026-03-07 21:29:06

Abstract generation in progress

Osaic has successfully recruited two teams from Ameriprise, adding over $440 million in client assets through existing OSJs in Phoenix and Westport. Concurrently, Wells Fargo Advisors expanded its Private Client Group by bringing in a $480 million team from UBS in Alabama, while Cetera welcomed a $205 million team from Wells Fargo’s independent channel. These moves highlight significant recruitment activity across major financial advisory firms.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes