Wells Fargo reels in nearly $1.5B in new assets with latest advisor additions

Wells Fargo added a fresh wave of experienced advisors across its traditional brokerage and independent channels this week, bringing in professionals who collectively oversee nearly $1.5 billion in client assets.

The latest hires include two wirehouse veterans joining Wells Fargo Advisors’ traditional brokerage business, along with several teams affiliating with Wells Fargo Advisors Financial Network, the firm’s independent broker-dealer.

In its employee channel, Wells Fargo added veteran advisors Gary Weisner and Kyle Mays, who together oversee nearly $800 million in client assets.

Weisner joined the firm’s Private Client Group on December 12 from Oppenheimer, bringing 40 years of industry experience, a T-12 revenue record of more than $1.2 million, and $380 million in assets under management. Weisner is based in New York City, where he leads the Wise Group. He is joined by financial consultant Patrick Evans and client associate Chase Matesich.

In The Woodlands, Texas, Mays arrived from UBS on December 18. He has more than three decades of experience in wealth management and also oversees more than $380 million in client assets, with more than $2 million in T-12 revenue. Mays is working with senior registered client associate Susan Love.

In October, Wells Fargo unveiled its 2026 incentive plan for private client group advisors, which kept its core compensation structure intact while introducing targeted bonuses and payouts to encourage growth and deepen client relationships.

On the independent side, Wells Fargo is leaning into its pitch around flexibility and practice ownership as it builds out FiNet. The most newly affiliated advisors in that channel oversee more than $687 million in combined assets, with an average of 23 years of experience per advisor.

In Marietta, Georgia, Edward Gordon and Steven Shinn of GuidePost Wealth Advisors affiliated with FiNet on Dec. 1 after leaving Edward Jones, where they oversaw more than $341 million in assets. They are joined by client advisor Nathan Gordon and registered advisor Katie Davis.

In Minersville, Pennsylvania, advisor Mark Serrian joined Shore to Summit Wealth Management as a partner on Nov. 11. Serrian, who oversees more than $222 million in assets, was previously with Oppenheimer and is supported by a client relationship manager.

Robert Gibson affiliated with the Hamlet Group in Melville, New York, on Oct. 20. Before joining the practice, he was with Ameriprise and oversaw more than $123 million in client assets.

John Tyers, president of Wells Fargo’s Financial Advisors Network, said advisors moving to FiNet see a “compelling opportunity to launch their own practice or join an existing FiNet practice,” with greater flexibility and access to technology and private wealth capabilities. He added that the firm is eager to support the growth of their independent businesses over time.

In a joint study with Deloitte, FiNet found 70% of independent advisors agree organic growth is a must, but 78% reported that getting leads and referrals is a primary challenge. And while practices looking to broaden out should have an eye on both organic and inorganic growth, just 58% said they have a strategic plan currently in place.