Wirehouses, Banks & BDs · Traditional channel
U.S. Bank
Includes U.S. Bank Private Wealth Management · U.S. Bancorp Investments
Join the private wealth team to coordinate investment advice, planning and banking or trust capabilities for clients.
- Website
- usbank.com
- Regulator record
- U.S. BANCORP INVESTMENTS, INC. (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
$2.7B
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 U.S. Bank in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 3
Teams leaving U.S. Bank in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 8 | Lateral | Zachary KarasonCleveland, OH | Prudential AdvisorsWirehouses, Banks & BDs | $106M | AdvisorHub |
| Jul 14 | Breakaway | HighWater WealthSan Diego, CA | LPL FinancialIndependent Broker-Dealer | $2.4B | Press Release |
| Jun 9 | Breakaway | Darren ColananniWinchester, VA | LPL FinancialIndependent Broker-Dealer | $230M | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.