Wirehouses, Banks & BDs · Traditional channel
PNC
PNC Wealth Management
PNC Bank's wealth management and brokerage channel.
- Website
- pnc.com
- Regulator record
- PNC INVESTMENTS (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
3
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$505M
Reported practice assets · 3 of 3 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
01
2
02
1
Arrivals 0
Teams joining PNC in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 3
Teams leaving PNC in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Apr 28 | Lateral | James WettonFrontenac, MO | Wells Fargo AdvisorsWirehouses, Banks & BDs | $110M | InvestmentNews |
| Apr 28 | Lateral | Steven HainesPhiladelphia, PA | Wells Fargo AdvisorsWirehouses, Banks & BDs | $160M | InvestmentNews |
| Apr 15 | Breakaway | Texas Wealth SolutionsLongview, TX | LPL FinancialIndependent Broker-Dealer | $235M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.