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

The Orchard Financial Group moves from Ameriprise Independent Advisors to Wells Fargo FiNet with $580M in assets

Los Angeles, CA

The Orchard Financial Group team page →

From · Independent Broker-Dealer Ameriprise Independent Advisors independent channel To · Independent Broker-Dealer Wells Fargo FiNet independent channel

Summary

The Orchard Financial Group, an Ameriprise franchisee team in Los Angeles managing $580 million, moved to Wells Fargo Advisors Financial Network. The team is led by Anthony Perez, Audre Schmedes, Eric Smutko and Michael Kawase and joined with three more advisors.

Sources

4

Financial Advisor	Wells Fargo's FiNet Recruits Ameriprise Team In L.A. Managing $5680M · October 9, 2026
InvestmentNews	Advisor moves: Wells Fargo FiNet lands $580M Ameriprise team · October 8, 2026
AdvisorHub	$580M Ameriprise Team Jumps to Wells Fargo FiNet in California · October 8, 2026
Financial Advisor IQ	Ameriprise FA Team Jumps to Wells' FiNet · October 9, 2026

More arrivals at Wells Fargo FiNet

Full profile →

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 Turquoise Private Wealth Ameriprise Independent Advisors · August 21, 2026 $140M