Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Houser, Plessl & Staples Wealth Management Group moves from Ameriprise Advisor Group to Wells Fargo FiNet with $530M in assets

Allentown, PA

Houser, Plessl & Staples Wealth Management Group team page →

From · Wirehouses, Banks & BDs Ameriprise Advisor Group traditional channel To · Independent Broker-Dealer Wells Fargo FiNet independent channel

Summary

Houser, Plessl & Staples Wealth Management Group, an Allentown, Pennsylvania team led by Kevin D. Houser, Gary T. Plessl and Matthew L. Staples, moved from Ameriprise to Wells Fargo Advisors Financial Network after managing $530 million in assets and producing $3.9 million in annual revenue.

Sources

3

InvestmentNews	Advisor moves: Cetera adds another Commonwealth veteran in Kentucky · January 29, 2026
AdvisorHub	Wells FiNet Draws Teams With $1.3-Bln Combined From Ameriprise, Raymond James, UBS · January 27, 2026
Financial Planning	Wells Fargo's FiNet pulls from Ameriprise, Raymond James, UBS · January 27, 2026

More arrivals at Wells Fargo FiNet

Full profile →

The Orchard Financial Group Ameriprise Independent Advisors · October 8, 2026 $580M The Cullman/Holt Group UBS · September 30, 2026 $1.3B Old Oak Partners Raymond James Financial Services · August 28, 2026 $190M The Dunn Team Raymond James Financial Services · August 28, 2026 $355M Murray Street Wealth Advisors UBS · August 21, 2026 $320M