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Independent Intelligence on the Private Wealth Industry
Friday, October 2, 2026The Morning Brief →Sign in
wealth team

The Henry team

$355MBook of businessas reported in coverage
2Advisors
Ann Arbor, MIMarket
1Moves on our record
The lineage
until Sep 24, 2026PRIORStifel, Nicolaus & Co.
Sep 24, 2026CURRENTWells Fargo Advisors
Sep 23, 2026team liftoutStifel, Nicolaus & Co. → Wells Fargo Advisors

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