Wirehouses, Banks & BDs · Traditional channel
Wedbush
Destination identity added from a reviewed 2026 advisor-move source.
- Website
- wedbush.com
- Regulator record
- WEDBUSH SECURITIES INC. (FINRA)
Recorded arrivals
2
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$500M
Reported practice assets · 1 of 2 disclosed
Departure assets
—
Reported practice assets · 0 of 0 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 2
Teams joining Wedbush in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 10 | Lateral | Redstone Wealth Management GroupGreensboro, NC | UBSWirehouses, Banks & BDs | $500M | Press Release |
| Jun 26 | Lateral | Steve SchwaryNewport Beach, CA | StifelWirehouses, Banks & BDs | Undisclosed | InvestmentNews |
Departures 0
Teams leaving Wedbush in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.